VIDEO Q&A for Subscribers: August 2025

Ben and Mike answer questions from subscribers about the rights of members to access a membership organization's documents, whether small organizations should have an audit committee, addressing auditor findings, and balancing privacy concerns with reporting and disclosure requirements.

PREVIEW SHORTER CLIP:

FULL 30-MINUTE VIDEO:

CHAPTERS:

00:00 - Intro

00:38 - Rights of members to access a membership organization's documents

04:57 - Having committees or other governing bodies to address these requests

09:05 - Whether small organizations should have an audit committee

12:24 - What to do when an organization's auditor posted repeated findings about mismatches between the trial balance and financial statement numbers

16:50 - Balancing privacy concerns of Board members with reporting and disclosure requirements

20:43 - Balancing privacy concerns of donors

22:28 - Balancing privacy concerns of other volunteers and leadership

FURTHER READING:

Seven Key Steps for Managing Nonprofit Corporate Governance Disputes [SUBSCRIBERS-ONLY]

VIDEO: Disclosing Your Form 990 Approval Process | 5-Minute Lessons 4 Nonprofits

Q&A #177 – Must audited financial statements be formally approved by the governing body?

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