Gain a better understanding of the financial and accounting side of complex investment strategies.
Many organizations have had continual challenges surrounding requirements related to complex investment strategies. Challenges related to internal accounting, valuation of complex investments, and disclosures needed as part of financial statements. This topic helps those persons responsible for the financial and accounting side of these investments understand what types of investment strategies are more complex than others, how to value these investments and the support to retain as part of record keeping, and how to prepare the needed disclosures as part of a financial statement audit.
Agenda
Faculty
Jennifer Tingley, CPA
CliftonLarsonAllen LLP
- Principal in the nonprofit group of CliftonLarsonAllen LLP and leads the firm's national foundation practice
- More than 19 years of experience in public accounting focusing on nonprofit organizations such as foundations, private schools and other social service organizations
- Leader within CLA in several technical areas, including implementation of new accounting standards
- Certified Public Accountant in Minnesota and member or the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants
- B.S. degree in accounting, North Dakota State University
- Can be contacted at 612-376-4773 or [email protected]
Sarah Reichling, CPA
CliftonLarsonAllen LLP
- Principal in the nonprofit group of CliftonLarsonAllen LLP and leads the firm's national independent school practice
- More than 13 years of experience in public accounting focusing on nonprofit organizations such as foundations, private schools, social service organizations, and large multientity nonprofit clients
- Leader within CLA in several technical areas, including implementation of new accounting standards
- Certified Public Accountant in Minnesota and member or the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants
- B.S. degree in accounting, University of St. Thomas
- Can be contacted at 612-397-3066 or [email protected]
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