Accounting/Finance

The following 983 items are listed by Content Data.
Regulatory Updates

PCAOB Issues Staff Update and Preview of 2022 Inspection Observations

This Flash Report highlights troubling trends in inspection results and sheds light on the PCAOB’s current areas of insp...
Subscriber Content
Mon, Aug 14, 2023
Policies & Procedures

Purchasing Policy

This document contains four sample policies that establish standards and guidelines an organization should follow during...
Subscriber Content
Mon, Aug 14, 2023
Audit Reports

Audit Committee Report - Internal Audit Plan

This tool contains seven sample audit reports that can be used to evaluate and improve the internal audit plan.
Subscriber Content
Mon, Aug 7, 2023
Policies & Procedures

Record Management Policy

This tool contains three sample policies that outline guidelines and procedures related to managing and retaining busine...
Subscriber Content
Mon, Aug 7, 2023
Policies & Procedures

Signature and Authorization Policy

This tool contains three sample policies that establish standards and procedures for signature approval and authorizatio...
Subscriber Content
Mon, Aug 7, 2023
Guides

Strategic Forecasting Guide

This guide discusses market drivers of forecasting, annual budgeting vs. rolling forecasts, integrated business planning...
Subscriber Content
Mon, Aug 7, 2023
Audit Programs

Procurement Card Audit Work Program

This tool contains two sample work programs that highlight general steps organizations should follow when conducting a p...
Subscriber Content
Mon, Jul 31, 2023
Methodologies & Models

Treasury Risk Management Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s treasury risk management process...
Subscriber Content
Mon, Jul 31, 2023
Policies & Procedures

Close-the-Books Policy

The purpose of this policy is to establish procedures for providing timely information regarding a company’s reporting r...
Subscriber Content
Mon, Jul 17, 2023
Policies & Procedures

Employer and Employee Rights Policy

This sample policy outlines the statutory and contractual rights of employees in the workplace.
Subscriber Content
Mon, Jul 17, 2023
Policies & Procedures

Employment of Related People Policy

This policy outlines a set of procedures for employment of related people in order to maintain an atmosphere of fair and...
Subscriber Content
Mon, Jul 17, 2023
Policies & Procedures

Employee Stock Option Termination Policy

This sample policy outlines procedures for terminated employees to exercise vested options.
Subscriber Content
Mon, Jul 10, 2023