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Strategies for Managing Endowments in Independent Schools

December 12, 2024 Register Now

Join us for an informative webinar to learn about the nuances related to endowments often within the independent school sector. We'll also discuss an in-depth analysis of the footnote disclosures and accounting related to endowments.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Discuss the disclosures for endowments.
  • Describe the accounting nuances for endowments.
  • Recognize the impact of the Uniform Prudent Management of Institutional Funds Act (UPMIFA).

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Accounting field of study may be awarded upon verification of participant attendance, during live broadcast.


Who's This For

Board members, CEOs, CFOs, accounting staff, development staff, and executive directors.


Prerequisites

None


Delivery Method

Group Internet Based. Each attendee must be logged in and answer the polling questions to earn CPE.


Refund Policy

There is no fee associated with this event.


Program Level

Basic


Recommended Field of Study

Accounting


Advanced Preparation

None

CPE NASBA Logo

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Presenters

Joseph Blatt, Neely Duncan