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W267: Policies, Procedures and Problems

September 13, 2022 @ 1:00 pm - 2:30 pm EDT


Which comes first the chicken or the egg; the fire or the firefighter; the operational problem or the policy and procedure?  The heart of the questions is whether you are reactionary or proactive.  Today we like to facilitate  a discussion on selected policies and procedures that must be monitored to avoid being more reactionary than proactive.  



  • Learn how to recognize policies that should be updated.
  • Learn how to identify procedures that should be updated.
  • Learn how to think through a monitoring of policies and procedures schedule.


Level Intermediate
NASBA (Field of Study) Accounting
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.5
Delivery Group Internet Based

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Rob Eby, CPA, CGMA
Partner National Nonprofit Segment Leader, Aprio LLP
NONPROFIT ACCOUNTING EXPERTISE | As a partner in Aprio LLP’s Nonprofit Services Group, I am a results-driven practitioner who specializes in assurance and consulting services…
Greg Plotts
Partner, Aprio
As an audit partner with Aprio in their Nonprofit and Association Industry Services Group my passion lies in assisting clients to achieve significant business objectives…