Thursday, February 13, 2025
Endress & Hauser | 2350 Endress Pl, Greenwood, IN 46143
Join IPA for a one-day financial deep dive designed to equip foundation leaders and finance staff with essential tools to identify and mitigate risk and future proof their operations. This deep dive will provide critical insights from expert keynotes with interactive discussions tailored to real-world financial challenges faced by foundations today.
Morning Keynotes
Kick off with sessions on navigating IT and financial risks. Learn about cybersecurity best practices, access management strategies, and cost-effective IT solutions. Explore accounting risk management topics, including internal controls for staff credit cards and ACH payments, and strategies to prevent accounting fraud. Gain insights you can apply to protect your foundation from common vulnerabilities.
Afternoon Roundtables
Choose from practical, discussion-based sessions focused on key financial operations. Topics include:
- Budget modeling for large grants and cash flow management
- Impact investing and working with Community Development Financial Institutions (CDFIs)
- Managing complex charitable gifts like annuities and trusts
- Streamlining investment reporting across multiple managers
These interactive sessions foster peer-to-peer learning and problem-solving, ensuring you leave with actionable strategies tailored to your foundation’s needs.
Don't Wait—Act on Risk Now
Risks are real, and your peers have faced them. Protect your foundation’s finances by staying informed and proactive.
