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In this article, the author reflects on several challenges for chief financial officers (CFOs) discussed by clients of cloud management firm Intacct to maximize the revenue in 2014 such as to have systems for diverse accounting, monitoring investment on every initiative, and streamline auditing.

The article offers information on the role of chief financial officer (CFO) of an organization in context of investment and bonds prices in the portfolio of organization and mentions that bellwether 10-year Treasury note was yielding 2.94 percent as of September 2013.

The article presents a survey of 150 nonprofit organizations by Raffa Wealth Management LLC which reveals that nonprofits have sound reserve ratios and their overall returns are behind traditional indexes.

The author discusses a case study provided by David Slack, principal at Aging Research Study which focuses on a renovation carried out in medical facility at Felician Village, Manitowoc, Wisconsin.

In this article, the author presents information on the common stocks and income generating strategies that are attracting the executives of nonprofit organizations.

The article focuses on the investment policy statement (IPS) which addresses three obligations that should be fulfilled by fiduciaries while taking investment decision including reasonable basis suitability, organization-specific suitability and determination of investment recommendations.

In this article, the author focuses on the factors that should be kept in mind before re-inventing business communities including intentional planning, management team and financial resources so that they can remain competitive in the market.

The author discusses the changes made by the U.S. Department of Housing and Urban Development (HUD) in the policy of the grant program HUD 202 in 2012 which would allow the not-for-profit healthcare providers to take capital from their existing HUD 202 properties and generate development fees.

The article offers information on the findings of the 11th economic survey conducted by the U.S. organization Guidestar.

The article reports that according to the released CARFCCAC ratio data, the net operating margins are in the higher range of historical averages due to cost containment and modest increases in fees.

The article discusses the role of ancillary services in medical care of older people.

The article focuses on the statement of two veteran mutual fund portfolio managers of the U.S. on the ongoing equity market volatility, housing crisis and the effect of the European debt crisis on the U.S. equity markets.

The article discusses the things that Chief Financial Officers (CFOs) must consider regarding investments including avoid conflicted board, involve board managers in assets and regular monitoring of investment policies.

The article offers the author's insights regarding the questions and potential conflicts which should be asked by the chief financial officers (CFOs) on investments. It states that the reporting can show that the investments are good if the benchmark changes. It says that liking and knowing an investment advisor is the not the job of the board. It adds that the investment performance should be reported net of all costs.

The article discusses a meeting on raised interest rates by the U.S. Federal Reserve and sponsored by the International Management Consultants Association that was held in the U.S. in 2012.

The article offers views on alternative investments in Harvard University during recession.

The author comments on nonprofit community "Type A" contracts that require the organization to offer extensive life care services to residents.

The article focuses on the importance of the time-weighted rate of return to be used by the business enterprises for calculating investment managers.

The article focuses on the importance of performance reporting a business, which might drive the investment performance through the rates of return.

The article offers four easy steps to judge value proposition of one's investment advisor.

The author offers advice on how long-term care providers and senior living organizations can measure success through financial outcomes that must be consistently delivered by an investment advisor through disciplined implementation.

The article provides answers to the questions asked by the managing director of United Capital Financial Advisors Phil Jacobson such as the payment of the advisors and the numbers of meetings between the CFO and the members of the finance committee.

The article discusses on how long-term care business can improve their cash management, mentioning that investment advisors can provide enhanced cash management services and can be utilized to raise yields on cash balances.

The author reflects on the questions asked by some attendees during a nonprofit financial conference which tackles investment policy statements (IPS) and quarterly investment reviews as well as the impact of unemployment to the issue.

The article discusses aspects of investment risk in healthcare finance and the need to review investment policy to ensure that it matches anticipated returns with the acceptable risk levels of the healthcare finance committees.

The article reports on the significance of re-evaluating liability insurance partners to prepare for future market swings in the U.S.

The article reports on the significance of the of the Fifth Employment-Based Visa Preference (EB-5), enacted by Congress, to senior living and healthcare operators in the U.S.

The article offers information on the need for organizations to improve quality by adopting progressive human resource programs. An example of stewarding resources is presented where president Ron Jennette of Methodist Retirement Communities, reviewed skill sets and performance of employees. He eliminated positions and brought in staff with stronger skill sets and more experience over the next two year.

The article reports on the challenges faced by nursing home operators in the U.S. in the midst of tough economic condition and the importance of preparations and planning during this situation.

The article reports on the positive outlook of long-term care facility executives on the economic condition of the U.S. for 2011.

The article reports on the results of the survey conducted by the Bank Administration Institute on efficacy of low-investment returns in meeting the financial goals of financial entities in the U.S.

The article presents the author's insights on the creation of investment policy statement (IPS) in which he mentions the importance of having sufficient details for its execution and by having a competent third party and an investment objectives that contain sufficient liquidity.

The author offers his view on the need for investment advisors that provide a sell strategy so that investments will not go crazy in the U.S.

The article offers the author's insights regarding investment policy statement amidst the economic condition, asserting that organizations should consider the long view in reviewing investment policy statement and that managers should be driven by real value and not by emotion in their decision making.

The article offers the author's views on putting a nursing homes' investment in one bank in the U.S.

The article focuses on the privileges and opportunities offered by a finance committee such as understanding of financial statements in the U.S.

The article discusses the fundamentals in the selection of investment advisers in the U.S.

The article discusses the need for chief financial officer (CFO) to plan for the future and must operate with the investment adviser for the preparation of several possible scenarios.

The author comments on the challenges experienced by nonprofit senior living organizations during the economic crisis in the U.S.

The article offers tips on the right questions chief financial officers (CFO) should ask to steward their funds.

The article offers information on the cost efficient benefits for long-term care and nursing home providers in the U.S. to participate in a group purchasing organization (GPO) or shared services organization.

The article presents the author's views on the concern of the chief financial officer (CFO) about investment returns and portfolios. The author notes that CFOs are increasingly taking the risk as part of their investment decision such as evaluating the environmental, social, and governance (ESG) risk factors. The author suggests that CFOs must be aware of this investment strategy considering that is increasingly moving into a conceived methodology.

The article reports on the Charitable Lead Annuity Trust (CLAT) in the U.S. It is mentioned that the donor-planning vehicle has been existing for decades but is not widely used since the financial conditions were not right. However, the low interest rates and depressed asset values suggest for donors to set up a CLAT as it allows donors to transfer assets including bonds, cash, stocks and real estate to a trust.

The article reports on the importance of trust in building connections with employees, vendors, residents and communities in the U.S. It states that building trust is the number one priority of the investment advisor because the destruction of trust would weaken the relationship. It mentions the importance of making the investment advisor understand the business, has earned the trust and works hard for a client because building trust can help build investment returns.

The article reports on the move of investor regarding what to invest wisely during the global economic crisis. It states that most of the investors make a shift from broker firms into Registered Investment Advisors (RIA) since RIAs are guided with its fiduciary standard as they provide advice while brokers use their suitable rules that prohibits them from recommending products. It also discusses the two accident reports that conveys information on adapting the norms as the market changes.

The article shares the author's suggestions on how to properly manage investments. The author suggests that the investments should be supervised by an investment adviser. Furthermore, the author mentions on reviewing benchmarks, working very hard in managing the investments, and updating the investment policy statement.

The article offers information on the suggestions from several health care insurance companies to its clients considering the evaluation of the loss limit and catastrophe-prone locations due to natural disasters.

A value proposition is a short statement on the benefits that the client gets by using your product, service or idea. Can you summarize what your investment advisor provides that [...]

I only listened to the technology session speaker from ACTS, Peter Kress. at the online expo. His organization and title gave him credibility and experience. He did a good job [...]