Post on 14-Jan-2017
Doing Well WhileDoing Good:ResponsibleInvesting &
Your Endowment
Incorporating environment, social or
governance factors into your endowment
can be a complicated and difficult topic.
Review key questions that should be
considered, from governance and policy to
practical issues of implementation. Hear
the results of the recent Commonfund
Study of Responsible Investing.
Monday, February 22, 2016 at 1
:30pm
Dollars& Sense:
Financing aProject withA CapitalCampaign
Examine a framework to
simultaneously plan a fund-raising
campaign for a project along with a
debt financing strategy to pay for a
portion of the cost. There are various
tax, accounting and debt financing
considerations that apply to such a
planning effort. Explore various
creative techniques that can help
secure an optimal outcome. Learn the
do's & don'ts of fund raising for a
project, some of which may require a
combination of interim and
permanent financing. Review recent
case studies of independent schools
that illustrate the benefits of good
advance planning.
Tuesday, February 23, 2016
at 8:45 am
How Many People Are Needed for Good Internal Controls? Examine key processes and discuss internal control activities and segregation of duties for several variations of office positions. With the aid of flow charts and real-life examples, discover how to properly design effective internal controls.Tuesday, February 23, 2016at 10:30am
Nonprofit Financial Reporting:
A Whole New Model
It has been 20 years since Statement of Financial Accounting Standards Nos. 116 and 117 dramatically changed the look and feel of financial statements for
not-for-profit organizations. FASB is on the eve of rolling out substantial changes to the existing model with the intent to improve the understandability and
meaningfulness of these financial statements. Become familiar with the proposed changes and
anticipate modifications that will need to be made in your school's internal controls and financial
reporting. Learn how to educate stakeholders on the impact that the changes may cause (e.g., debt
covenants).
Monday, February 22, 2016 at 3:15pm
Tax Issues for Independent Schools Although most independent schools are classified as tax-exempt, there are still taxes to pay and forms to file. Get an overview of the tax mine field common to independent schools, including the IRS Form 990, the unrelated business income tax (UBIT), sales tax and unemployment taxes. Wednesday, February 24, 2016at 8:45am