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Tuesday Sep 24, 2024
You have probably heard the statistic that 70% of family wealth is lost by the 2nd generation and 90% is lost by the third generation. What are you doing to lower that number for your business?
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Categories: CCFB Webinar
Thursday Aug 29, 2024
While audits are typically associated with larger corporations, being audit ready can help a family-owned business demonstrate financial credibility, mitigate risks, and position themselves for growth. There are many triggers for an audit which include investor, lender, and legal requirements.
Our team has many years of combined experience in public accounting firms and large public companies. As consultants we have supported internal audit departments of large organizations and have helped organizations of all sizes prepare for their first audit. We know what is required for an efficient audit process. Join us to learn how to employ best practices year-round that will ensure that your organization can relax when the audit team arrives.
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Categories: CCFB Webinar
Thursday Oct 24, 2024
A well designed and dynamic system of internal controls is needed to safeguard your business assets, protect against fraud, and ensure complete and accurate financials. Learn how family-owned businesses can assess their risk areas and implement or strengthen internal controls….and sleep more soundly at night!
By tapping into our firm's experience of implementing, testing, and remediating internal controls at large corporations, we have developed an assessment of the internal controls that are key to smaller organizations. We’ll cover entity level controls, business process controls, and key IT controls as well as how to navigate the challenges that are specific to smaller organizations.
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Categories: CCFB Webinar
