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OnDemand Webinar

Endowments: How to Decipher the Accounting and Reporting Requirements

Understanding endowment fund accounting and disclosure requirements for your nonprofit organization is not an easy task. This on-demand webinar 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.

Learning Objectives:

  • You will be able to review standards of conduct in managing and investing institutional funds.
  • You will be able to discuss delegation of management and investment functions.
  • You will be able to explain historic dollar value.
  • You will be able to review net asset classifications.

Runtime: 89 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on October 29, 2013.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Marie C. Caputo, CPA, CGMA, CGFM

Marie C. Caputo, CPA, CGMA, CGFM

CliftonLarsonAllen

  • Principal in CliftonLarsonAllen’s Greenbelt, Maryland office
  • CliftonLarsonAllen is a national accounting firm with more than 100 offices across the country
  • Principal in the firm’s nonprofit practice, which includes more than 8,000 nonprofit clients
  • More than 27 years of experience
  • Conducts regular presentations and writes articles on topics relevant to the nonprofit industry
  • FASB Resource Group member
  • Board Member of the Greater Washington Society of CPAs
  • Co-chair of the not-for-profit committee of the Maryland Association of CPAs
  • B.S. degree in accounting, University of Maryland, College Park
  • Can be contacted at 301-902-8518 or [email protected]
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 392418
Published 2013
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