Endowments: How to Decipher the Accounting and Reporting Requirements Online Webinar

Learn Fund Accounting and Disclosure Requirements

Endowments: How to Decipher the Accounting and Reporting Requirements Online Webinar

Pay Upfront US$199
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Learn Fund Accounting and Disclosure 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.

Course Fast Facts:

  1. Learn everything you need to know about Endowments: How to Decipher the Accounting and Reporting Requirements Online Course
  2. Comprehensive agenda covering Endowments: How to Decipher the Accounting and Reporting Requirements Online Course
  3. Study along with simple instructions & demonstrations
  4. Written and developed by leading Accounting instructors
  5. Certificate of completion
  6. Available in multiple formats where you can choose the best format for your needs

Available in :

  • OnDemand Webinar : Archived webinar presentation with audio and slideshow including downloadable reference manual. Watch online anytime.

Course Delivery

This program is available in several formats. Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course

Recognition & Accreditation

All students who complete this course, receive a certificate of completion with a passing score (for the online assessment) and will be issued a certificate via email.

This course is being supplied by Lorman.

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

GENERAL REQUIREMENTS:

Entry Requirements
Students must have basic literacy and numeracy skills.

Minimum education
Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements
Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:
Microsoft Windows XP, or later
Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS:
OSX/iOS 6 or later
Modern and up to date Browser (Firefox, Chrome, Safari)

All systems
Internet bandwidth of 1Mb or faster
Flash player or a browser with HTML5 video capabilities (Currently Internet Explorer 9, Firefox, Chrome, Safari)


For LIVE WEBINARS:

Q:  What is the webinar viewer?
A:  Not every live webinar will have the webinar viewer. The webinar viewer is an online PowerPoint® presentation that the speaker will manipulate. You can access the webinar viewer through a link provided in your confirmation email.  Again, Internet access is required.

Q:  What is a live webinar?
A:  A live webinar is a live training program in which the audio is streamed over the Internet or accessed over phone lines and the written materials are accessed via the Internet. Audio and video reception capabilities of your computer set-up is required.

Q:  How do I access the live webinar?
A:   Once you have registered for the live webinar, you will receive a confirmation email with a link and an individual PIN to stream the audio over the Internet and access the reference materials. 

Q:  How do I access the reference materials?
A:  Your confirmation email includes a link to the reference materials for your live webinar. The reference materials are typically available for download a day or two before the live webinar.

For OnDemand WEBINARS:

Q:  What is an OnDemand webinar?
A:  OnDemand webinars are self-paced online programs that allow you to earn continuing education credit at your convenience. Each program includes a downloadable PDF reference manual. A PDF viewer is required.

Q:  My OnDemand webinar is not functioning properly. What can I do?
A:  Adobe Flash 9+ with Javascript enabled is needed to view the program.

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
  • Growth network and operational leader of the firm’s nonprofit practice, which includes more than 8,000 nonprofit clients
  • More than 25 years of experience
  • Conducts regular presentations and writes articles on topics relevant to the nonprofit industry
  • Co-chair of the not-for-profit committee of the Maryland Association of CPAs
  • FASB Resource Group member
  • Member of relevant professional organizations such as the American Institute of CPAs, American Society of Association Executives and InsideNGO
  • Recognized as a SmartCPA by the Washington SmartCEO magazine
  • B.S. degree in accounting, University of Maryland, College Park
About this Course

Learn Fund Accounting and Disclosure 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.

Course Fast Facts:

  1. Learn everything you need to know about Endowments: How to Decipher the Accounting and Reporting Requirements Online Course
  2. Comprehensive agenda covering Endowments: How to Decipher the Accounting and Reporting Requirements Online Course
  3. Study along with simple instructions & demonstrations
  4. Written and developed by leading Accounting instructors
  5. Certificate of completion
  6. Available in multiple formats where you can choose the best format for your needs

Available in :

  • OnDemand Webinar : Archived webinar presentation with audio and slideshow including downloadable reference manual. Watch online anytime.

Course Delivery

This program is available in several formats. Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course

Recognition & Accreditation

All students who complete this course, receive a certificate of completion with a passing score (for the online assessment) and will be issued a certificate via email.

This course is being supplied by Lorman.

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

GENERAL REQUIREMENTS:

Entry Requirements
Students must have basic literacy and numeracy skills.

Minimum education
Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements
Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:
Microsoft Windows XP, or later
Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS:
OSX/iOS 6 or later
Modern and up to date Browser (Firefox, Chrome, Safari)

All systems
Internet bandwidth of 1Mb or faster
Flash player or a browser with HTML5 video capabilities (Currently Internet Explorer 9, Firefox, Chrome, Safari)


For LIVE WEBINARS:

Q:  What is the webinar viewer?
A:  Not every live webinar will have the webinar viewer. The webinar viewer is an online PowerPoint® presentation that the speaker will manipulate. You can access the webinar viewer through a link provided in your confirmation email.  Again, Internet access is required.

Q:  What is a live webinar?
A:  A live webinar is a live training program in which the audio is streamed over the Internet or accessed over phone lines and the written materials are accessed via the Internet. Audio and video reception capabilities of your computer set-up is required.

Q:  How do I access the live webinar?
A:   Once you have registered for the live webinar, you will receive a confirmation email with a link and an individual PIN to stream the audio over the Internet and access the reference materials. 

Q:  How do I access the reference materials?
A:  Your confirmation email includes a link to the reference materials for your live webinar. The reference materials are typically available for download a day or two before the live webinar.

For OnDemand WEBINARS:

Q:  What is an OnDemand webinar?
A:  OnDemand webinars are self-paced online programs that allow you to earn continuing education credit at your convenience. Each program includes a downloadable PDF reference manual. A PDF viewer is required.

Q:  My OnDemand webinar is not functioning properly. What can I do?
A:  Adobe Flash 9+ with Javascript enabled is needed to view the program.

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
  • Growth network and operational leader of the firm’s nonprofit practice, which includes more than 8,000 nonprofit clients
  • More than 25 years of experience
  • Conducts regular presentations and writes articles on topics relevant to the nonprofit industry
  • Co-chair of the not-for-profit committee of the Maryland Association of CPAs
  • FASB Resource Group member
  • Member of relevant professional organizations such as the American Institute of CPAs, American Society of Association Executives and InsideNGO
  • Recognized as a SmartCPA by the Washington SmartCEO magazine
  • B.S. degree in accounting, University of Maryland, College Park

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Course Summary

Course ID: 101LREDARR
Delivery Mode: Online
Access: 90 days
Tutor Support: Yes
Time: 89 minutes
Qualification: Certificate

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