By Doug Hasler, CPA, Director at Blue & Co. In the first part of our series on establishing comprehensive endowment policies, we covered endowment creation and investment policy considerations. If […]

By Luke Pierce, CPA, Manager, at Blue & Co. What is a payment re-direct and business email compromise scheme? A payment re-direct and business email compromise scheme is when a […]

By Greg Jackson, CPA, Principal, at Blue & Co. What is Segregation of Duties? According to the American Institute of Certified Public Accountants, segregation of duties is a basic building […]

By Jason Terwilliger, CPA, CIA, Senior Manager, at Blue & Co. The uncertain times in which we find ourselves often requires us to be more agile and expectant than usual […]

By Claudia Valarezo Guerrero, MAccy, Senior Accountant at Blue & Co. As organizations navigate evolving financial regulations, staying informed about changes is crucial for compliance and operational efficiency. A Single […]

By Annmarie Novotney, CPA, Director at Blue & Co. Not-for-profit organizations have been dealing with changing circumstances on many fronts over the last five years. Part of this changing landscape […]

By Mike Gricius, CPA, Senior Manager at Blue & Co. Planned gifts are a tool that can help not-for-profits plan ahead and secure the future for the years to come. […]

By Corey Schunemann, CPA, Manager at Blue & Co. The IRS issued proposed regulations that could dramatically affect the landscape and operations of Donor Advised Funds (“DAF”). While many organizations […]

By Chad Nieter, Senior Manager at Blue & Co. Artificial intelligence (AI) is technology that enables computers and digital devices to learn, read, write, talk, see, create, play, analyze, make […]

By Angela Crawford, CPA, Director at Blue & Co. There are two key items Indiana not-for-profits need to know in first quarter 2024 – no matter your organization’s fiscal year […]

By Rick Shields, CPA, Principal at Blue & Co. When not-for-profits receive grants from governments and foundations, the application process often includes an estimate for indirect costs which is then […]

By Bob Findley, CPA, Director at Blue & Co. The job market is hard for everyone, especially for not-for-profits. The U.S. unemployment rate dropped from 6.9 percent in October 2020 to 3.9 percent in […]

By Priya Singleton, CPA, Director at Blue & Co. The Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of […]

By Andrew Brock, CPA, Senior Manager at Blue & Co. Earlier in June 2023, an article was published by our not-for-profit services team titled “Unveiling the Dynamics of Donor-Restricted Contributions”. […]

By Holly Fields, CPA, Senior Manager at Blue & Co. The SECURE 2.0 Act was signed in December 2022 and builds on the original SECURE Act to improve retirement savings […]

By Chad Nieter, CPA, Senior Manager at Blue & Co., and Joel Barnett, Technical Account Executive at Blue Pioneer Consulting Fraud prevention isn’t something leadership can simply hand off to […]

By Rick Shields, CPA, Principal at Blue & Co. Not-for-profit organizations that accept donations through their websites face a relatively new risk: credit card testing (also known as “carding”). If […]

By Joell Grisel, CPA, Director at Blue & Co. Financial technology keeps evolving at a pace that is hard for many not-for-profits to keep up with. At Blue & Co., […]