Financial Reporting for Endowments and Net Assets

We invite you to join us on Wednesday, Oct. 9, 2024, for the Not-for-Profit Essentials: Financial Reporting for Endowments and Net Assets. Learn how to account for and track net assets with and without donor restrictions, along with “best practices” for using them. We will also help you understand the disclosure requirements related to endowment funds.

PRESENTER:

• Victoria Kitts, CPA, CFE | Senior Manager
• Madeleine Bergeron-Edasi, CPA, CIA | Senior Manager

WHO SHOULD ATTEND

• Board or committee members of a tax-exempt organization
• Individuals who are new to the not-for-profit industry
• Those who are considering forming a new tax-exempt organization
• Those who need a refresher on the basics of a charitable organization

EVENT INFORMATION

• Date: October 9, 2024
• Time: 9:00 a.m. to 11:00 a.m.
• Cost: $25 per person
• CPE: 2 credit hours
• Platform: Zoom Webinar

Host or Publisher Clark Nuber PS