Endowment Management for Non-Profit Organizations (Not-for-Profit & Government Accounting Conference

ON-DEMAND

Online

1-A&A
CPE Credits

Click play to earn CPE!

Hear from Mallory White and Chris Schuch on the following:

  • Overview of establishing, accounting for, and managing an endowment, including the basics of endowments and Pennsylvania’s rules
  • Requirements for accounting and financial reporting for endowments under new standards
  • Development of spending and investing policies to meet fiduciary obligations
  • The role of modeling in tying funds (whether restricted or unrestricted) to your strategic pla

 


Registration

PICPA Member: $29
Nonmember: $39

More Information

Course No. ON-DEMAND Level: Update

Prerequisites:

  • None

Notes

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Speaker(s)

Mallory (White) Good

Principal - Nonprofit

Christopher Schuch

Senior Wealth Advisor