Endowments: How to Decipher the Accounting and Reporting Requirements
This event qualifies for 1.5 CLEs
Benefits
Understanding endowment fund accounting and disclosure requirements for your nonprofit organization is not an easy task. This live audio conference will provide you with insight into how the regulatory requirements have impacted the accounting as well as walking through the accounting requirements for endowment funds including net asset classifications and financial statement disclosures. Examples will be provided.
Agenda
Regulatory Overview – UPMIFA
- Standards of Conduct in Managing and Investing Institutional Funds
- Delegation of Management and Investment Functions
- Appropriation for Expenditure or Accumulation of Endowment Fund
- Release or Modification of Restrictions on Management, Investment, or Purpose
Accounting Guidelines
- Endowments Defined for Accounting Purposes
- Historic Dollar Value
- Net Asset Classifications
- Allocating Income and Losses
- Appropriation
- Disclosures
- CAC
- CLE (Please check the "Detailed Credit Information" page for states that have already been approved)
- CPE
- Enrolled Agents
- Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Only registered attendee will receive continuing education credit. Additional attendees can receive continuing education credits at a discounted price. Call 1-866-352-9540 for further credit information and details.
Who Should Attend
This live audio conference is designed for accountants, attorneys, executive directors, officers, board members, controllers, CFOs, tax managers and enrolled agents.
Speaker and Presenter Information
Marie C. Caputo, CPA, CGFM, CliftonLarsonAllenRelevant Government Agencies
State Government, County Government, City Government, Municipal Government
Event Type
Webcast
This event has no exhibitor/sponsor opportunities
When
Thu, Nov 1, 2012, 1:00pm - 2:30pm
Cost
| Live Audio Conference: | |
| GovEvents Member Price: | $179.10 |
| Live Audio Conference + CD: | |
| GovEvents Member Price: | $241.20 |
| CD/Manual Package Only: | $179.10 |
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Website
Click here to visit event website
Organizer
Lorman Education Services
