Insights &#038; Resources

Podcast: The Role of Private Equity in the Energy Transition

Explore how private equity is becoming a key player in the energy transition, with insights from Mike Collier on Weaver: Beyond the Numbers.

Podcast: Navigating Not-for-Profit Board Responsibilities

Kirby Ross and Jackie Gonzalez discuss not-for-profit board responsibilities and explain how passion and communication intersect in creating an effective board.

Weaver’s Kirby Ross and Jackie Gonzalez explore the rules surrounding UBIT for not-for-profit organizations. Tune in.

Podcast: State and Local Tax Issues and Refund Opportunities for Financial Institutions

From property tax expenses to construction-related exemptions, financial institutions can optimize their understanding of state and local tax implications. Tune in.

Questions to Ask at Your Upcoming Board Meeting

Weaver offers several topics to incorporate into the discussions at your next board and committee meetings. Consider these questions for your upcoming board meeting.

Chapter 5: Financial Close and Reporting

This chapter, Financial Close and Reporting, describes the processes, risks & recommended controls required to maintain complete & accurate financial documentation.

Chapter 4: Human Resources to Payroll

This chapter, Human Resources to Payroll, describes the processes, risks and recommended controls associated with hiring, managing and compensating staff.

Chapter 3: Purchase to Pay

This chapter, Purchase to Pay, describes the processes, risks and recommended controls associated with selecting and purchasing supplies, inventory and services.

Chapter 2: Sales to Collection

This chapter describes the processes, risks and recommended controls associated with taking customer orders, fulfilling contracts or delivering goods, and more.

Structuring Effective Controls Over the Five Primary Transaction Cycles

Discover the five primary cycles every organization must control to be successful with Weaver's custom guide and downloadable risk-control matrices.

Chapter 1: Treasury and Cash Management

Chapter 1 describes the processes, risks and recommended controls associated with managing your organization’s treasury function, bank accounts and investments.