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Finance Coffee Talk: Preparing for Calendar Year-End. Don't let the Grinch Steal Your Holiday Cheer.

This group discussion with community foundation finance peers is around managing your year-end accounting needs. In this session you'll learn how others have responded to topics such as:

  • When does your organization start preparing for calendar year-end?
    • December 1, November 1, earlier?
    • When does your organization see an increased volume of donations and/or grants?
  • Are there tools you use to keep organized and ensure all activities are captured?
    • Checklists?
    • Resources from accounting firms, industry groups, internally built resources?
  • How does your organization balance the increased workload with the holiday festivities?
    • Temps, interns
    • Provide overtime
    • Celebrate later

About the Author

Crystal Macmillan

Crystal Macmillan received her Master in Accounting from the University of Missouri – Kansas City and maintains her CPA license in Missouri. Crystal has been an adjunct instructor at UMKC, teaching systems and governmental accounting courses. Before joining Foundant, she spent over six years with the Greater Kansas City Community Foundation as part of the Foundation Services Team providing back-office accounting services to community foundations across the country. Outside of work, Crystal and her husband chase after two little guys who enjoy Legos, dinosaurs, and apple pie. In her remaining time, she enjoys quilting – her favorite quilt so far is her mother’s flannel quilt.

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