Financial Reporting for Endowments and Net Assets

Master the art of financial reporting for net assets and endowments. Whether you're a seasoned professional or just starting out, this session makes complex concepts easy and engaging.

In this webinar, you'll learn how to account for and track net assets with and without donor restrictions. We'll share insider tips on the best ways to manage and utilize these assets effectively. Additionally, you'll gain a clear understanding of the essential disclosure requirements related to endowment funds, ensuring your reporting is both compliant and transparent.

Why attend? You'll benefit from expert insights as industry professionals share their knowledge and experience. Engage in lively case studies and polls to deepen your understanding and see what other professionals are doing. You will walk away with practical strategies you can implement immediately.

Don't miss this opportunity to enhance your financial reporting skills and ensure your endowment funds are managed with excellence.

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 new to the not-for-profit industry
• Individuals considering forming a new tax-exempt organization
• Individuals needing a refresher on the basics of a charitable organization

EVENT INFORMATION

• Date: October 7, 2026
• Time: 9:00 a.m. to 11:00 a.m. PDT
• Cost: $25 per person
• CPE: 2 credit hours
• Platform: Zoom Webinar

Disclaimer:

It has come to our attention that in order to comply with NASBA CPE Standards, individuals licensed in a state that requires program sponsors to be on the NASBA Registry List will need to have their camera on during the entire webinar. Please check your State Board rules in order to determine if this applies to you.