Counterpart CFO

06/02/2024

https://counterpartcfo.com/increase-earnings-on-your-cash/

Are you tired of your money sitting idle in your bank account, earning next to nothing? You can increase earnings on your cash like in the old days!

03/02/2024

I'm pleased to announce the addition of Mandi Arthur, a talented finance and accounting professional, as a Counterpart CFO partner.
Add a Nonprofit Finance Expert to Your Team!

02/16/2023

Who doesn't like "simple"?

The keys to investment success for your nonprofit are (1) asset allocation and (2) low fees. In nonprofit investing, keep it simple to maximize performance.

02/10/2022

You're Still Writing Checks? -

Bookkeeping is not enough. Your organization needs powerful financial tools for decision making. Go to the next level by putting a flexible, part-time Counterpart CFO on your team.

12/02/2020

The latest blog...

tips for nonprofits to increase donations/contributions through AmazonSmile; Save money on software from TechSoup

05/03/2020

New blog post...

As we all work to adapt to the age of COVID-19, it’s more important than ever to be smart, disciplined, and diligent. A recent conversation with a Board member of a local nonprofit reinforced this point.

09/25/2018

On October 3rd, Dan Weiss will present this workshop on many of the hidden pitfalls of nonprofit operations. Please share with your nonprofit network!

Operating a nonprofit can be scary. Seemingly innocent actions can lead to lawsuits, administrative investigations, and even the loss of tax-exempt status. In this workshop, we will identify common danger zones, including Department of Labor/Wage & Hour rules, employment discrimination, federal Form...

07/19/2018

Dan Weiss will lead an upcoming workshop at Gulf Coast Community Foundation on the morning of July 25th (details below).

DESCRIPTION
We negotiate every day -- at home and in our work -- but what makes us effective negotiators? In this workshop, we will discuss the basic skills of effective negotiators, pitfalls to avoid, and a planning process for effective negotiation. Participants will engage in role-playing in order to reinforce the concepts and provide simulated negotiating practice.

Schedule:
8:30 to 9:00 am - Breakfast and networking
9:00am to 12:00 pm - Presentation and discussion

LOCATION
Gulf Coast Community Foundation
601 South Tamiami Trail
Venice, FL 34285

Please register here --

We negotiate every day -- at home and in our work -- but what makes us effective negotiators? In this workshop, we will discuss the basic skills of effective negotiators, pitfalls to avoid, and a planning process for effective negotiation. Participants will engage in role-playing in order to reinfor...

06/22/2018

On July 25th, Dan Weiss, founder & President, will be facilitating a negotiation workshop on behalf of Gulf Coast Community Foundation. Please register using the link below!

We negotiate every day -- at home and in our work -- but what makes us effective negotiators? In this workshop, we will discuss the basic skills of effective negotiators, pitfalls to avoid, and a planning process for effective negotiation. Participants will engage in role-playing in order to reinfor...

05/31/2018

The latest blog...