James Moore

Agreed-upon procedures can be used in a wide variety of engagements, including:

• Sale of a business
• Dependency claimed for health insurance benefits
• Compliance with grant or government agreements

Fewer High School Graduates: What it Means for Higher Education

Fewer High School Graduates: What it Means for Higher Education Higher education institutions are bracing for a decline in the number of high school graduates in the coming years The…

Using IT General Controls and SOC Reports to Safeguard Sensitive Data

Increasingly sophisticated hackers and ransomware attacks have made cybersecurity and information technology controls a critical issue for higher-education organizations James Moore director Brendan McKitrick and partner Katie Davis explain how…

How to Leverage Internal Controls in Corporate Governance, Cash and Investments

Internal controls can help your organization’s operations run  efficiently and safeguard against errors and fraud Building on the basics of creating effective internal controls, James Moore CPA Ken Kurdziel explains…

Key Controls: Recognizing the Must-Haves in Your Internal Control Processes

Internal controls can help your organization achieve its objectives and prevent errors, omissions and fraud Some internal controls, however, are more essential than others James Moore CPA Ken Kurdziel explains…

NCAA Reporting: The Latest on Losses and Leases

Two emerging developments in NCAA financial reporting could likely impact athletic programs’ fiscal year 2022 FRS submissions It also means these reports have more opportunities to not be apples-to-apples James…

Reporting Unrelated Business Income in Higher Education

Nonprofits and tax-exempt organizations often generate income that is not directly tied to their institutional mission These types of income are considered unrelated business income, or UBI, and must be…

How Internal Controls Help Your Organization Assess Risk and Avoid Mistakes

Internal controls provide accountability and oversight within your organization and form a first line of defense against fraud The Committee of Sponsoring Organizations of the Treadway Commission, or COSO, outlines…

How to Create Effective Internal Controls

Internal controls can help your organization achieve its objectives, stay compliant with federal and state requirements and avoid fraud They provide accountability and oversight throughout the year, increasing the chances that…

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Katie Davis, CPA, LSS Certified

With nearly 20 years of experience, Katie is a partner at James Moore and dedicates a majority of her time serving higher education institutions, collegiate athletic departments, foundations and other university-related organizations She leads the firm’s Higher Education and Collegiate Athletics industry teams, which serve more than 80 higher education organizations (including 30+ athletic departments) nationwide She is an active member in CABMA and NACUBO

Katie’s work in higher education goes beyond traditional accounting services As a thought leader and valued advisor in the industry, she drives discussions on the issues faced by colleges and universities nationwide Her passion is in the collegiate athletics niche, and she is nationally recognized as an advocate for the financial voices in the business of college sports She co-hosts the firm’s News & Brews Sports Biz podcast series and makes regular appearances on other industry broadcast programs and publications Katie works closely with her clients and enjoys bringing solutions to them that improve their operations and redirect their limited resources to the things that matter most Certified in Lean Six Sigma, she helps her clients create efficient, thorough and sustainable systems for long-term success