Reserves Planning

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

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