Katie Belanger
Belanger, Whittemore to Present Audit-Proofing Strategies for Nonprofits at MNN Conference
Katie Belanger, Partner at AAFCPAs and leader in the firm’s Human & Social Services practice along with Lisa Whittemore, Partner, Risk Advisory will present at the 2025 MNN Annual Conference on October 22 at the DCU Center in Worcester, Massachusetts. This workshop, A CPA, CFO and CFE Walk Into A Bar… Audit-Proofing Your Organization, equips […]
Providers’ Council Invites AAFCPAs and Incompass to Share ERP Insights
Struggling to streamline your operations? Discover proven strategies to cut inefficiencies and boost visibility in this exclusive, free webinar for executive, finance, and operations leaders—hosted by AAFCPAs and the Providers’ Council. Hear How Incompass Unlocked Efficiencies Many human services providers face process delays, compliance risks, and complex reporting challenges due to disconnected billing, EMR, and […]
Streamlining Operations with a Modern ERP System
Incompass Partners with AAFCPAs to Modernize Systems and Streamline Operations As the multi-service health and human services agency grew, despite its longstanding success, Incompass recognized the need to innovate to stay ahead of the evolving demands of the industry. Like many other large health and human services providers, the agency faced operational challenges, such as […]
Streamlining Operations: How Modern ERP Systems Solve Inefficiencies and Drive Growth
In this article: Complex nonprofits, especially multi-service health and human services agencies, face the daunting task of managing diverse programs, complex funding streams, and stringent compliance requirements. Fragmented systems and disjointed processes can compound these challenges, leading to inefficiencies and increased administrative workloads. The implementation of a well-designed enterprise resource planning (ERP) system offers a […]
Enhancing Reporting Capabilities With Integrated Systems
For CFOs and financial leaders within the Health and Human Services sector, the challenge of managing and reporting on diverse programs funded from various sources is a significant one. Accurate and efficient reporting is essential but often hampered by data spread across multiple, disconnected systems. AAFCPAs provides the following guidance on how integrating these systems […]
System Integration for Human Services: Watch our OnDemand Webinar
Watch AAFCPAs’ Partner of Business Process, Robyn Leet, along with guests Adam Shuster from Incompass Human Services and AAFCPAs’ Audit Partner Katie Belanger, CPA, speak on overcoming common system integration challenges in health and human services organizations. Learn ways to integrate billing and ERP systems with accounting and GL systems and how to simplify state […]
How Nonprofits Overcome Barriers to Optimize Reserve Funds
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Kevin P. Hodson, CMT, CAIA, AIF®, Director of Investments, Wealth Advisor and Katie Belanger, CPA, Partner briefed approximately 400 attendees on ways to optimize their reserve funds and grow returns. The full session was recorded and may be viewed as a webcast at your convenience. >> Despite having […]
Overcoming Blockers to Optimize Reserve Funds 2024
Overcoming Blockers to Optimize Reserve Funds | Webinar OnDemand Explore the common barriers that make nonprofits hesitant to invest their reserve funds and discover how guidance from seasoned investment professionals can help them navigate these challenges effectively. Watch an informative session that delves into the reasons behind nonprofit reluctance and offers practical strategies for making […]
UFR Insights: AAFCPAs Presents Webinar for Providers’ Council
AAFCPAs’ Human & Social Services practice leaders Katie Belanger, CPA and Thomas Perruna, MPAc have been invited to present on August 30, 2023 at 10 AM on the Commonwealth of Massachusetts’ Uniform Financial Statement (UFR) during an educational member’s only webinar hosted by the Providers’ Council. AAFCPAs contacts who are not members of the Providers’ […]