Midwest Finance Course

Designed especially for community foundation finance staff who are new to their role, join your fellow finance colleagues for an under-the-hood look at essentials in finance for community foundations. This one-day program will be combined with additional pre-recorded content to offer ongoing education and resources for staff involved with the financial operations of their foundation. 

This program is part of the Midwest Partnership Series, a collaboration between IPA, Council of Michigan Foundations, Philanthropy Missouri, and Philanthropy Ohio. 

This event has limited capacity. Don't miss out. Register today!

Schedule

Thursday, May 16, 2024, Optional Dinner: Time TBA
Friday, May 17, 2024, Session: 8:00 am - 3:00 pm ET

Topics include:

• Overview of the finance staff’s role
• Financial reporting & budgeting 
• Gifts & fund agreements
• Investments
• IRS & reporting requirements