ISSUESWATCH PODCAST

A&A Update with Matt Charne – 5/5/26

May 5, 2026

Understand what a financial resilience review is and what it examines, the warning signs CPAs should be watching for in nonprofit financials and how this type of assessment helps organizations move from reactive to resilient.

*** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. ***

Resources:




              Daniel B. Sefick

              Daniel B. Sefick

              Dan is a principal in the Pittsburg office of HBK CPAs & Consultants and is the national director and practice leader of HBK Nonprofit Solutions. He has more than 16 years of specialization in government and nonprofit audits and consulting, as well as helping clients identify ways to strengthen their internal controls and achieve operational efficiencies.
              Matthew G. Charne

              Matthew G. Charne

              Matt is an audit director at CliftonLarsonAllen, LLP with a focus on the technology industry. He has been working in public accounting for nearly 8 years on a variety of privately owned and publicly held clients. He has experience with complex revenue recognition, business acquisitions, and planning and performing financial statement audits and reviews of various sizes.

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              Learn more from Matthew G. Charne:

              The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, investment or tax advice or opinion provided by CliftonLarsonAllen LLP (CLA) to the reader. For more information, visit CLAconnect.com. CLA exists to create opportunities for our clients, our people and our communities through our industry-focused wealth advisory, digital, audit, tax, consulting and outsourcing services. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.