Key points:
- Identify HR blindspots that quietly erode profits and culture.
- Cut costs through retention, compliance, and efficient processes.
- Manage people’s costs to attract investors and acquirers.
- Integrate HR, finance, and tech for smarter hires and scaling.
- Align talent strategy with long-term business goals.
About The Speakers
Erin is a Senior HR Consultant, Leadership Coach, and Facilitator for OneDigital’s NorCal Human Resources Consulting practice. Erin brings over 25 years of HR experience working with and for small businesses. She is a certified coach and facilitates our OneDigital Client Management Training Program. Erin has a passion for helping start-ups grow and scale striking the appropriate balance between people and the business.
As CTO of Scrubbed, Vince leverages over 20 years of experience to lead the company’s technology strategy and advise clients on financial systems. He specializes in developing and implementing financial management information systems to streamline operations and enhance efficiency for a diverse clientele, from startups to publicly traded companies. His expertise covers a wide range of ERPs, including NetSuite, SAP, PeopleSoft, and QuickBooks. Vince holds an MBA with concentrations in Finance and Corporate Management.
As a CPA, former CFO, and senior executive with experience at Big Four accounting firm, Tina helps companies achieve financial and operational excellence. Her background spans energy, manufacturing, financial services, healthcare, and real estate, with a focus on financial strategy and management, risk and compliance, investments, and financing.
Caleb is a Sales Professional at OneDigital, specializing in empowering businesses through comprehensive HR, Talent Acquisition, and Employee Benefits solutions. He is dedicated to helping founders bring their vision to life by providing tailored support for startups and midsize organizations. With a strong grasp of the startup and SMB ecosystem, Caleb guides leaders in navigating the complexities of employment regulations, enabling them to focus on growth and success.
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Episode #10 - Fiduciary Foundations – How Smart Boards Lead Mission-Driven Growth
Ever wonder what truly drives a non-profit’s success and longevity? It’s strong financial governance, and that’s exactly what “Fiduciary Foundations” tackles in this episode. Join our expert panel — Marta Kiesling, Managing Director at Dunleavy & Associates; Laurence Ruelo, Director of Finance; and James Torrico, Senior Accounting Manager at Scrubbed — as they unpack the critical fiduciary duties for everyone from board members to staff. This isn’t just about compliance; it’s about empowering your organization to thrive. Key points: Your Duties Defined: Understand the legal and ethical obligations of care, loyalty, and obedience. Financial Safeguards: Learn key functions like asset safeguarding, compliance, and risk management. Driving Impact: See how fiduciary duty fuels strategic growth, diverse funding, and financial literacy. Immediate Application: Implement quick tips for stronger governance today.
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