Endowment Management for Non-Profit Organizations (Not-for-Profit & Government Accounting Conference
ON-DEMAND
Online
1-A&A
CPE Credits
Hear Mallory White and Chris Schuch discuss endowment management policies and reporting.
If you attended the Not-for-Profit & Government Accounting Conference on July 22-23, 2019, this course would be considered a duplicate and cannot be used towards your CPE requirement.
Highlights
The major topics that will be covered in this class include…
- 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 plan
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. *excludes CPE Academy unlimited access.
Speaker(s)
Mallory (White) Good
Principal - Nonprofit
Christopher Schuch
Senior Wealth Advisor
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