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Jeffrey Sherman

By Adam Gorley | 5 Minutes Read August 1, 2012

Crafting policies is the art of business

Policies are crucial to a successful business. Without them, it's impossible to consistently control and keep track of all the things that happen day to day. It's great to see others as excited about the topic as we are at First Reference. Last week, Scott Lowe outlined on TechRepublic, "10 things to consider when creating policies." And it's not just IT policy he's interested in.

Article by Adam Gorley / Employee Relations, Employment Standards / accountability, audience, Derwyn Hancocks, employment law, inconsistent with values, IT, jargon, Jeffrey Sherman, legalese, need for policy, Operational Bulletin 275-C, plain language, policies, policy considerations, policy exceptions, policy manual, policy overlap, policy revision, procedures, responsibilities, Scott Lowe, techrepublic, zero tolerance

By Adam Gorley | 4 Minutes Read January 4, 2012

Managing fraud risk

Reducing the risk of fraud from both external and internal sources is something that all businesses have to consider at some time, or continually, depending on the owner's approach and taste for living on the edge. But seriously, fraud is a serious problem that can damage or even destroy a business, particularly small and medium ones, which can't afford the potential losses.

Article by Adam Gorley / Business, Finance and Accounting / anti-fraud controls, banking and treasury, embezzlement, employee fraud, employee theft, external fraud, FAPP, Finance and Accounting PolicyPro, fraud prevention, fraud risk, indemnification, internal fraud, Jeffrey Sherman, purchasing, record keeping, revenue, risk, risk management

By Adam Gorley | 2 Minutes Read October 25, 2011

First Reference author and collaborator Jeffrey Sherman named Fellow of the Institute of Chartered Accountants

Jeffrey D. Sherman is the lead author of all four volumes of First Reference's Internal Controls Library: Finance and Accounting PolicyPro (including Operations and Marketing PolicyPro), Information Technology PolicyPro and Not-for-Profit PolicyPro. While we knew our internal control publications were in good hands before, we don't mind saying we're especially proud to have Jeffrey's name on them now.

Article by Adam Gorley / Administration, Finance and Accounting, Not for Profit, Privacy / FAPP, FCA, Fellowship of the Institute of Chartered Accountants of Ontario, Finance and Accounting PolicyPro, ICAO, Information Technology PolicyPro, Institute of Chartered Accountants of Ontario, ITPP, Jeffrey Sherman, not-for-profit policypro, NPPP, OMPP, Operations and Marketing PolicyPro

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