Reserves Planning - Oklahoma Society of CPAs

Reserves Planning

Available Until Thursday, April 30

CalCPA Webcasts

Online, OK 00000

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1.00 Credits

Member Price $49

Non-Member Price $59

Overview

?CalCPA’s annual conference brings together industry and public accounting experts to deliver timely updates surrounding the nonprofit market. Engage with speakers who lead sessions covering topics ranging from new and developing tax issues to effective controls and private endowments. You’ll gain a renewed understanding of pertinent accounting, audit, legal, tax and regulatory updates relevant to this sector.

Highlights

How Non-Profits are Navigating the Great Resignation

Best Practices to Effectively Train Your Board/Finance Members

Due Diligence for M&A in the Non-Profit Space

Single Audit Update

Implementation of New Standards

Audit Standards Update

Prerequisites

Basic understanding of not-for-profit organizations.

Designed For

CPAs, CFOs, controllers, executive directors, attorneys and financial staff who work in a not-for-profit organization. CPAs who audit or prepare financial statements for not-for-profit organizations. Nonprofit board members who want a better understanding of financial issues facing their organizations.

Objectives

Describe why reserves planning is an important and relevant issue

Identify instances where nonprofit leaders should consider re-evaluating their organization's reserves planning practices

Understand various factors nonprofit leaders should consider in order to effectively determine a reserves target

Better communicate with leaders, governance, and stakeholders of your organization regarding the intersection of strategic, financial, operational, and reserves planning