• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content

Loading…

Flash Player 9 (or above) is needed to view presentations.
We have detected that you do not have it on your computer. To install it, go here.

Like this presentation? Why not share!

Capabilities

on

  • 891 views

 

Statistics

Views

Total Views
891
Views on SlideShare
886
Embed Views
5

Actions

Likes
0
Downloads
0
Comments
0

2 Embeds 5

http://www.linkedin.com 4
https://www.linkedin.com 1

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Capabilities Capabilities Presentation Transcript

    • Not-for-Profit Industry
      Capabilities and Services
      Experience the Power of Being UnderstoodSM
      RSM McGladrey
      McGladrey & Pullen LLP
      Certified Public Accountants
    • Firm Overview
      • Over 80 years dedicated to serving the audit, tax and consulting needs of not-for-profit organizations
      • 5th largest public accounting firm nationally with more than $1.5 billion in revenue
      • Nearly 90 offices and more than 7,000 employees in the U.S.
      • Largest member of the RSM International (RSMi) – the sixth largest global network of independent accounting, tax and consulting firms
      • Global service footprint includes:
      • Presence in 76 countries
      • 32,500 people in 736 offices
      • $3.9 billion in worldwide revenues
      • America’s high value global services firm
    • Not-for-Profit Industry Experience
      • Not-for-profit industry is a focus area for our firm with dedicated national resources to support our practice
      • More than 600 professionals who serve approximately 4,000 not-for-profit organizations across the country
      • Our Mid-Atlantic Practice currently serves more than 900 not-for-profit organizations including:
      • Memberships, Professional and Trade Organizations
      • Charitable, Humanitarian, Cultural and Religious Organizations
      • Education – including Secondary and Higher Education
      • Foundations
      • Health Care
      • International Organizations
      • A majority of our 200 local team members spend 100% of their time working with not-for-profit organizations
      • Professionals participate in continuous training to understand the unique aspects of serving the needs of not-for-profit organizations
      • We provide thought leadership and guidance on industry hot topics including:
      • 403(b) audit requirements
      • FAS 117-1/ UPMIFA
      • FIN 48 implementation
      • Fair value measurements and disclosures
      • Our industry knowledge and experience enables us to provide meaningful observations and insights
      • Alternative investments
      • Governance
      • Risk issues
    • Solutions that Fit the Not-for-Profit Industry
      Solutions That Fit
      Assurance
      Tax
      Consulting
      Operations Consulting

      Consulting and Information Systems

      Risk Management and Internal Control Services

      Technology Business Solutions

      Federal Award Consulting

      Forensic Accounting and Investigative Consulting

      International Business Services

      Charitable Registration

      Outsourced Accounting Group
      Financial audits

      Performance Audits

      Single Audit (Circular A-133)

      Accounting and financial services

      Accounting, bookkeeping & reporting assistance

      Employee Benefit Plan audits

      Internal audit development & evaluation

      Internal controls evaluations

      Accounting manuals
      Federal Tax Services

      International Tax Services

      State and Local Tax (SALT) Services

      Tax Process and Technology •
      Executive Tax Services

      Retirement Plan Services

      Tax Compliance
    • Assurance Services
      An audit is more than a report card. It’s intelligence to help you run your organization better. Our audit services provide insightful analysis and reliable results.
      • Financial audits
      • Performance Audits
      • Single Audit (Circular A-133)
      • Accounting and financial services
      • Accounting, bookkeeping & reporting assistance
      • Employee Benefit Plan audits
      • Internal audit development & evaluation
      • Internal controls evaluations
      • Accounting manuals
    • Tax Services
      We understand your challenges and can provide the expertise and resources to help you overcome them and achieve your strategic objectives. We can help you manage your organization’s unique state and federal tax obligations.
      Tax services
      • Tax compliance/IRS examinations
      • Unrelated business income
      • Procuring and preserving organizations exempt status
      • Compensation and employee benefits
      Tax compliance services
      • Compliance
      • Compensation arrangements
      State and local tax services
      • Income and franchise tax consultation and planning
      • Audit defense
      • Multi-state restructuring
      • Voluntary disclosure agreements
      • High-income audits
      • Lobbying/political activities
      • International tax
      • Mergers, acquisitions and restructuring
      • Apply for tax-exempt status
      • Unrelated business income
      • Tax attributes/matrices
      • Advisory opinions/ruling requests
      • Managed and certified audits
      • Sales and use
      • Accounts payable disbursement review
    • McGladrey Advisory Services
      Enhancing your company’s value through a range of business focused services.
      Our consultants are focused on listening to your needs. Our services are designed to help you succeed. Companies today face a myriad of complex business challenges. To help navigate through these challenges, RSM McGladrey consultants provide a comprehensive range of services in the areas of:
      We offer a customized approach to our services that is based on your needs — combining in-depth industry knowledge and a longstanding commitment to our clients’ growth.
      Industry Specific Advisory Services
    • Operations Consulting
      Often not-for-profits need help refocusing their strategy, operations, and human capital to operate as efficiently as possible. Objective, third-party recommendations regarding business plans and systems can help provide assurance that these areas are working effectively and efficiently or to identify areas in need of improvement.
      • Focused operational reviews
      • System selection
      • Business continuity planning
      • Security review and planning
      • Business process improvement
      • General projects
    • Consulting and Information Solutions
      Not-for-profits share many of the concerns of commercial organizations — to increase revenues, reduce costs and operate effectively. RSM McGladrey has the expertise, tools, and extensive network of resources to help your organization achieve higher levels of performance.
      • Management consulting
      • Business software implementation
      • Strategic business planning
      • Technology architecture and design
      • Governance advisory services
      • Financial and accounting services
      • Development and fundraising
    • Risk Management
      We provide risk management expertise and a full range of technology risk management services to help assess and establish appropriate safeguards for an organization’s information system.
      • Internal audits
      • Sarbanes-Oxley
      • Quality assurance review
      • Internal controls
      Technology Risk Management Services
      • Business continuity planning to minimize the impact of disruption to operations
      • Information systems controls review
      • Network and application security review to protect organizations members’ and constituents’’ information
      • SAS70 readiness review
      • SAS70 audit
      • VISA payment card industry data security review
    • Technology Business Solutions
      It is important for not-for-profits to utilize the appropriate process enhancements, technology and software to improve their organization’s operations. Enhanced performance includes faster, more efficient access to information and helps maximize value to constituencies by offering a higher level of service. Through effective implementation of technology solutions, we can help you reduce your costs, increase profits and meet your strategic objectives.
      • iMIS15
      • MicrosoftTM CRM
      • Microsoft DynamicsTM GP
      • Microsoft DynamicsTM SL
      • Sage MIP Fund Accounting
      • Deltek
    • Federal Award Consulting
      Our varied government and industry experience within this sector will provide your organization with an unmatched, competitive advantage. We can help maximize your profitability and achieve your short-term and long-term objectives by providing assistance pertaining to:
      • GAP analysis
      • Quarterly claims analysis
      • Strategic pricing support
      • Dispute resolution
    • Forensic Accounting / Investigative Consulting
      Proactive fraud preventing and planning services
      Fraud response planning
      Fraud risk assessments
      Corporate governance assessments
      Internal control review and assessment
      Identification and measurement of fraud risks
      Implementation of preventive, deterrent and detective measures
      Mitigation of fraud risks
      Enterprise risk assessments
      Fraud prevention and ethics training
      Oversight and compliance process development
      Due diligence
      Reactive forensic accounting and investigative services
      Financial fraud investigations
      Quantification of fraud damages
      Policy non-compliance issues
      Asset misappropriation & employee embezzlement
      Reconstruction of restatement of financial records
      Conflict of interest cases
      Investigatory data analysis and extraction
      Regulatory non-compliance issues
      Fidelity bond investigations and claims
    • Additional Services
      Retirement Resources
      • Actuarial consulting services
      • Defined contribution plan services
      Charitable Registration
      • Aid in streamlining entire registration process
      • Provide project management skills
      • Information gathering
      • Review supporting documents
      • Prepare mailings
      • Compile supplemental materials
      • Hands-on training
      Outsourced Accounting Group
      • Permanent, full time positions
      • Temporary, full time positions
    • RSMi Locations
      • International practice providing assurance, tax and consulting services
      • $3.9 billion combined fees
      • 32,500 people
      • 3,150 partners worldwide
      • 736 offices in 76 countries
      • Only U.S. firm to maintain an international service office to manage and coordinate international engagements
      • Common global methodologies, standards and quality assurance programs
    • International Business Services
      As a global “full suite” provider of business services and solutions, McGladrey has advised thousands of not-for-profit organizations engaged in international business. We are the only
      U. S. consulting firm to maintain a dedicated international office (IO) for the management of international client engagements.
      Audit, accounting and business services
      • Audit and assurance
      • IFRS
      • Business services
      • Strategies for business growth
      • Financial management
      Corporate recovery and insolvency
      Tax
      • Corporate tax planning
      • International tax planning
      • Personal tax planning
      • Personal wealth management
      • Transfer pricing
      Consulting
      • Technology
      Risk management
      • Enterprise Risk Management (ERM) consultancy and risk management software
      • Fraud prevention, investigation and forensic accounting services
      • Internal audit
      • SOX compliance audits
      Transaction services
      • Transaction support
      • Capital markets
      • Mergers and acquisitions
      • Disposals
      • Deal origination
    • Our Core Values and Vision
      Relationships: We Strive to Understand
      Excellence: We Never Stop Learning
      Integrity: We Earn Trust
      Unity: We Are McGladrey
      By consistently living these values, we create success for our clients, our people and our firm.
      Vision
      We will be known as the only global firm with the “local” touch that brings world class assurance, tax and consulting expertise to our clients through enduring – relationships built on genuine understanding and trust.
    • The Power of Being UnderstoodSM
      It’s all about understanding you –
      Your business. We seek to understand your business models, internal processes, objectives and preferences.
      Your industry. Our deep understanding of the not-for-profit industry and its general business functions and operations allows us to bring more innovative ideas to the table.
      Your challenges. We are proactive in identifying challenges that may affect your business. We seek out the chance to provide tangible value and uncover opportunities for you.
      Once we understand, we bring fresh insights and tailored expertise to help your organization succeed.
    • One McGladrey
      One Firm. We give you access to our best resources, matched to meet your specific needs, regardless of geographic boundaries.
      One Voice. We work with you to understand your business, develop relationships and provide seamless , world-class service.
      One Culture. We value our people and are focused on providing client service excellence.
    • Power comes from being understood.SM
      When you trust the advice you’re getting, you know your next move is the right move. That’s what you can expect from McGladrey. That’s the power of being understood.
      800.274.3978
      www.mcgladrey.com
      McGladrey is the brand under which RSM McGladrey, Inc. and McGladrey & Pullen, LLP serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. McGladrey & Pullen is a licensed CPA firm providing assurance services. RSM McGladrey provides tax and consulting services.
      RSM McGladrey, Inc. and McGladrey & Pullen, LLP are members of the RSM International (“RSMi”) network of independent accounting, tax and consulting firms. The member firms of RSMi collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party.
      McGladrey, the McGladrey signature, The McGladrey Classic logo, The power of being understood, Power comes from being understood and Experience the power of being understood are trademarks of RSM McGladrey, Inc. and McGladrey & Pullen, LLP.
      © 2010 RSM McGladrey, Inc. and McGladrey & Pullen, LLP. All Rights Reserved.