Document / Sample

Financial Controls Checklist

Posted November 1, 2022
Land Trust Alliance
Kay Sohl
About This Sample

This checklist is organized to reflect the cycle of financial management that guides your efforts throughout the year, beginning with the board’s adoption of the budget and moving through your efforts to minimize risks as you execute your financial plan, ensure proper recording of all activities, generate reports needed for effective oversight and monitor your financial results. The checklist suggests policies, procedures and practices that can address risks that arise in each phase of the financial management cycle.