Dave Tate, Esq., Audit Committees, Governance, Directors, Officers, Auditors & Accountants

David W. Tate
Attorney at Law
San Francisco, CA

Practice Intro Video

PRACTICE AREAS

Trial, Arbitration, Mediation and Appellate Practice:

-Trust/probate litigation; difficult administrations;
advising fiduciaries and beneficiaries; elder and
dependent adult care and abuse protection;
disabilities and discrimination; personal physical
and mental injury; and conservatorships.

-Business; real estate; commercial/banking;
property and casualty; public entity; personal
injury; product liability; employment; professional
liability; and antitrust litigation.

-Serious personal physical and mental injury.

-Disabilities; discrimination; harassment; and
bullying.

-Officers, directors, boards, audit and other
committees, governance, risk management,
compliance, and investigations.

Mediator; Arbitrator Mediation / Conflict
Resolution Papers

The information provided in this website does not provide legal, accounting, investor communication or other specific
professional advice or service, does not constitute solicitation for or engagement of services inside or outside of California,
and does not apply to any particular person, entity or circumstance. This website is a summary of information, not an
exhaustive reference source, and is subject to modification at any time. You should not rely on the information contained on
this website, and I specifically disclaim liability for information contained herein. You should always seek specific
professional advice if you are involved in a situation that relates to these or similar issues.

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http://davidtate.us

Discontinued Blogs

http://auditcommittee.blogspot.com

Tate's Blog : D&O, Audit Committee,
Accountant , Governance , Insurance , Risk
Management & Other Topics

Earlier Blog Posts (o riginal f ormat)

Chapter 5A, Audit Committee Functions and Responsibilities, Oct. 2007, Advising and
Defending California Directors and Officers

A Summary of Trustee Responsibilities, Beneficiary Rights, and Elder Law

Workplace Investigation Process Outline

10 Practical Employer Questions for Employment Ending Situations

Elder Needs, Options and Abuse Presentation (PDF file)

Nursing Home Care in California

California Inheritance Rights

Conservatorship Dementia Treatment and Placement

Options for Recovery of Unsecured Debt Due From a Deceased Debtor

Financial Institution Elder Abuse Training and Reporting

30 Attributes of Effective Audit Committees

Compiled and Reviewed Financial Statements

Financial Fraud Prevention and Detection

Voluntary Investor Communication Processes

Sample Audit Committee Performance Evaluation Outline

2006 5-Minute Audit Committee Performance Evaluation Facilitation Video Experiment

Internal Controls

Audit Committee Responsibilities & Risk Management

Internal Audit and Corporate Compliance and Ethics

Outside Auditor Communications with Audit Committee

Options for Effectively Litigating Small Dollar California Business Disputes

The Audit Committee Agenda and Processes

Key Elements of an Organizational Compliance Program

CPA Tax Practice Risk (Malpractice) Management Prudence--10 Recommendations

Dispute Resolution & Mediation Questionnaire Form

Audit Committee Annual Self Evaluation Form

FEHA and ADA Reasonable Accommodation Presentation Slides

Very Reasonable Flat Fee Audit Committee Self-Evaluation Facilitation

Public, Private and Nonprofit Audit Committees
Audit Committee Presentation Slides

20 Personal Qualities & Characteristics

D&O Insurance

The Little Paper About Nonprofit Audit Committees

Nonprofit Audit Committees: "What" and "Why"

Nonprofit Audit Committee Activities At-A-Glance

SELECT MATERIALS AND RESOURCES
Please note that I disseminate most of my new materials by e-mail, listserve, blog,
newsletter, or other media. I post only a select few original and new materials to this website.

Nonprofit Board Two-Page Risk Management Overview

The St. Vincent de Paul Society of San Francisco At-A-Glance: Accomplishing Phenomenally
Helpful Programs on a Lean Budget

Nonprofit Board Standard of Care, Risk Management, and Audit Committee Responsibilities

ADA and FEHA Workplace Disabilities, Reasonable Accommodation, and Interactive Process