Financial Reporting for Endowments and Net Assets

We invite you to join us on Wednesday, Oct. 7, 2026, for the Not-for-Profit Essentials: Financial Reporting for Endowments and Net Assets webinar. 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 who are new to the not-for-profit industry
• Those who are considering forming a new tax-exempt organization
• Those who need a refresher on the basics of a charitable organization

EVENT INFORMATION

• Date: October 7, 2025
• Time: 9:00 a.m. to 11:00 a.m.
• Cost: $25 per person
• CPE: 2 credit hours
• Platform: Zoom Webinar

TIME: 9:00am - 11:00am PDT

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