Understanding DMF Certification: Process, Timeline, and Key Decisions
When DMF certification becomes a necessity, understanding how controls, documentation, and attestation come together is key to meeting NTIS requirements.
AAFCPAs Partners Jack Finning, CPA, CGMA and Janice O’Reilly, CPA, CGMA will present educational workshops on October 24th, providing guidance and key considerations when selling a closely-held business. These sessions are part of Beacon Equity Advisors’ annual Elements Conference, organized...

AAFCPAs Partners Jack Finning, CPA, CGMA and Janice O’Reilly, CPA, CGMA will present educational workshops on October 24th, providing guidance and key considerations when selling a closely-held business. These sessions are part of Beacon Equity Advisors’ annual Elements Conference, organized for the benefit of private company business owners who want to learn about: timing the sale of your business; accounting and legal preparation and due diligence; tax and entity structure planning; business valuation considerations; effectively telling your story and communicating your value; and more. This Conference will also feature a Seller Panel.
Date: Wednesday, October 24th, 2018
Time: 1PM – 7PM
Location: TPC Boston, Norton, MA
AAFCPAs has delivered trusted transition solutions since our inception in 1973. We are happy to share our succession planning expertise and serve as a resource for the region’s privately-held businesses.
When DMF certification becomes a necessity, understanding how controls, documentation, and attestation come together is key to meeting NTIS requirements.
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q2 2026...
Nonprofit finance teams are rethinking core processes to improve visibility, strengthen control, and support better decisions as operations grow more complex.