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https://youtu.be/XumeECsn8-c Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back once again with Nicole Riley, one of our audit senior managers and one of the faces of PKF Texas’ Not-for-Profit team. Nicole, welcome back to the Playbook. Nicole: Great to be back. Jen: So, I’ve heard you in presentations talk about the functional expense schedule for not-for-profits. What is this and what do not-for-profits need to know about it?…
As trusted business advisors, we enjoy working with you to co-create ideas and co-develop innovative solutions for your business. To supplement this, we also want to provide valuable information, including upcoming Houston events that we support, and think may be of interest to you. Greater Houston Women’s Chamber of Commerce Turnaround Management Association National Association of Corporate Directors If you have questions about any event details or registration information, the organization-specific contacts are below. We…
https://youtu.be/KhQvfMj9Ql4 Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I am back once again with Marty Lindle, one of our audit directors and one of the faces of PKF Texas’ Broker-Dealer team. Marty, welcome back to the Playbook. Marty: It’s nice to be here. Jen: So, we’ve talked a little bit about what’s in the eighth annual report. Now, is there anything new coming up on the horizon that’s not…
The Greater Houston Women’s Chamber of Commerce is hosting its annual Gala on December 5, 2019 at the Royal Sonesta, where they will honor the 2019 Hall of Fame inductees. PKF Texas is a proud sponsor for this event, which promotes the growth and success of women professionals. The Gala proceeds benefit the Women’s Chamber programs of work in the Houston community, including: Providing scholarships for deserving young women graduating from Aldine, Houston, Spring, and…
https://youtu.be/t3itc70Mhak Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Marty Lindle, one of our audit directors and one of the faces of PKF Texas’s Broker-Dealer team. Marty, welcome back to the playbook. Marty: Great to be here. Jen: What are some typical findings you see when you’re auditing the broker-dealers?…
International Fraud Awareness Week is nearly over, but that doesn’t mean the conversations and actions stop. Do you have all the information you need to take the steps for fraud prevention? The Association of Certified Fraud Examiners (ACFE) has an abundance of free resources for you to learn what you can do. Because fraud has a high cost – estimated at $3.7 trillion each year – the ACFE has provided content that focuses on providing…
https://youtu.be/8o-kLavIMao Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Marty Lindle, one of our audit directors and one of the faces of our PKF Texas broker-dealer team. Marty, welcome back to the playbook. Marty: Nice to be here. Jen: So, where we left off last time we spoke was you were going to share some trends that you’re seeing in the broker-dealer space. What do we…
We hosted our third not-for-profit seminar of 2019, “Nonprofit Governance & Risk Management,” on November 6th. It was a compelling topic to close the year! Our speaker was attorney Nicola Fuentes Toubia, whose work is dedicated to legal and tax issues facing nonprofits. In her discussion, Toubia provided tips on better governance best practices and offered insight on various areas where organizations are susceptible to risk.…
https://youtu.be/vqeT4pQekgs Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Nicole Riley, an audit senior manager and one of the faces of the PKF Texas Broker-Dealer team. Nicole, welcome back to the Playbook. Nicole: Great to be back. Jen: So, the last time you were here we discussed FINRA and the SEC in relation to broker-dealers. Are there common issues that FINRA tends to find when they’re…
We are proud to sponsor the next Greater Houston Women’s Chamber of Commerce Energy Corridor luncheon, hosted at Hotel ZaZa Memorial City on November 13, 2019. The keynote speaker for the upcoming luncheon is Dave Ward, Houston’s iconic Eyewitness News anchor. Ward will discuss and share memories from his best-selling book, Good Evening, Friends: A Broadcaster Shares His Life. Following the program, Ward will be signing copies of his book. The PKF Texas team members…