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    AICPA Not-for-Profit Audit Committee Toolkit- Sample Document Retention and Destruction Policy (Download)

    Toolkit Certain federal laws prohibit the destruction of certain documents. Not-for-profit organizations should have a written, mandatory document retention and periodic destruction policy. Policies such as this will eliminate accidental or innocent destruction. In addition, it is important for administrative personnel to know the length of time records...
    Published on July 02, 2010

    AICPA Not-for-Profit Audit Committee Toolkit Downloads

    Article   AICPA makes the individual tools from the  AICPA Audit Committee Toolkit for Not-for-Profit Organizations toolkit available to not-for-profit organizations free of charge as a public service. To dow
    Published on August 06, 2012

    Managing Customer Value

    Article This Management Accounting Guideline examines new tools and techniques for measuring and managing customer profitability, retention, and lifetime value. It will include recent examples in both for profit and not for profit organizations and will also demonstrate how these analyses must be customized to the...
    Published on July 28, 2011

    Executive SummaryManaging Customer Value

    Article The Customer Value Management Cycle (CVMC) provides a comprehensive approach for integrating the forms of customer value. It provides companies with a method for differentiating customers (or segments), and determining which provide the greatest value to the firm. In addition, it shows how this knowledge can be used to focus
    Published on November 12, 2007

    Building a Data Warehouse

    Article The data warehouse provides an opportunity to isolate and analyze customer, product, and financial data in order to customize marketing programs, streamline financial processes, optimize supply chains, and make key decisions based on sound operating performance information. Monitoring and managing the financial aspects of a business, keeping existing customers happy,
    Published on July 28, 2011

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