blue logo for PKF Advisory

This week marks the launch of PKF Advisory, a joint venture company offering valuation and transaction advisory services to serve private equity firms and other businesses in need of Mergers & Acquisitions services. The company comprises six PKF International affiliate firms under one name:

  • PKF Texas
  • PKF O’Connor Davies
  • JLK Rosenberger
  • PKF Mueller
  • Berkowitz

There was a full house for our first employee benefit plan seminar of the year, “Engaging and Communicating with Your Employees,” on Thursday, February 6, 2020, featuring speaker, Monirah Bacnik, founder and CEO of brand28. Employee engagement is a universal topic companies and organizations want to address and improve, and Bacnik delivered an energetic and colorful presentation.

Bacnik focused on introducing and providing examples of effective communication strategies to engage a multi-generational workforce. She also provided an interactive workbook for attendees to follow along with her presentation, where they can fill in their personal thoughts and goals for employee engagement.


Continue Reading Recap: Employee Engagement and Communication Strategies Seminar

According to the Center for Effective Philanthropy, practically all not-for-profits in the United States solicit feedback from their clients when designing programs and services. However, resource constraints — lack of adequate staffing, funding and sophisticated technology — may mean that they don’t collect data as often as they’d like or use it as well as they could.

a woman's hand drawing a green check mark with a green marker next to a box with a smiley face, drawn above a medium smile face and sad face; image used for a blog post about getting feedback for not-for-profits

If you’d like to collect more, and more meaningful, feedback from the beneficiaries of your not-for-profit’s services, here are five suggestions:


Continue Reading 5 Tips for Getting Good Feedback for Your Not-for-Profit

The Greater Houston Partnership (GHP) is hosting its annual meeting for members on January 22, 2020 at the Hilton Americas.

man speaking at a podium in a conference hall full of people for GHP's annual meeting in 2019

GHP’s outgoing chair, Scott McClelland, President of H-E-B Food and Drug, will recap and reminisce on the organization’s work in 2019 before passing the torch to incoming chair, Bobby Tudor, Chairman, Tudor, Pickering, Holt &

A not-for-profit capital campaign aims to raise a specific — usually, a significant — amount of money over a limited time period. Your not-for-profit may undertake a capital campaign to acquire land, buy a new facility, expand an existing facility, purchase major equipment or seed an endowment.

various arms extended to the center of the photo, with overlapping hands formed into a teamwork cheer; image used for a blog about executing a not-for-profit capital campaign

Whatever your goal, a capital campaign can be grueling, so you need to ensure stakeholders are on board and ready to do what it takes to reach it.


Continue Reading How to Execute Your Not-for-Profit’s Capital Campaign

The new year started on a great note! Effective January 1, 2020, PKF Texas promoted Entrepreneurial Advisory Services Senior Manager, Sam Razmandi, CPA, to Director, and Tax Director Martin Euson, JD, was added to the shareholder group.

a photo of two gentlemen in grey suits; Sam Razmandi and Martin Euson of PKF Texas

Sam joined PKF Texas in 2012 and works closely with owners and CFOs to help them achieve their

The Greater Houston Women’s Chamber of Commerce is hosting its annual Gala on December 5, 2019 at the Royal Sonesta, where they will honor the 2019 Hall of Fame inductees. PKF Texas is a proud sponsor for this event, which promotes the growth and success of women professionals.

The Gala proceeds benefit the Women’s Chamber

To properly fulfill their fiduciary duties, your not-for-profit’s board needs certain information from its board members, and it’s up to the executive director and managers to ensure they have it. This doesn’t mean you have to share every internal email, memo or phone message. Board members are busy and you don’t want to bog them down with superfluous reading material.

two women sitting at a table with various forms, one woman hands over a page and the other has pen in-hand to fill out paperwork; for a blog about not-for-profit board members information

However, there are several types of information you must share so that they can make informed decisions.


Continue Reading Getting the Right Information from Board Members

Some of your not-for-profit’s communications are of interest only to a select group of your supporters. But your organization’s annual report is for all stakeholders — donors, grantmakers, clients, volunteers, watchdog groups and the government.

a person's hands holds paper with circle and arrow diagrams and a pie chart, showcasing an annual report with data to engage support for a not-for-profit organization

Some report elements are nonnegotiable, such as financial statements, but you also have plenty of creative license to make your report engaging and memorable for its wide-ranging audience.


Continue Reading Your Not-for-Profit’s Annual Report Could Engage Support