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Fund Management

This session covers the following topics: Types of funds Fund agreements Fund management issues Fiscal sponsorship Donor relations ... Variance power UPMIFA code Making changes to funds Fund Management ...
Date & Time: 
11/13/2024 -
2:00pm to 4:00pm

Overview & Governance

This session covers the following topics:

CF OVERVIEW

  • Definition, roles, history
  • National Standards
  • IRS Code; tax exempt orgs
  • Legal concepts & documents

GOVERNANCE

  • Key legal concepts
  • Governance vs. management
  • Unique challenges of boards
  • Board leadership
  • Board orientation/education
  • Board & executive roles
  • Strategic planning
Date & Time: 
11/13/2024 -
10:30am to 1:00pm

Fund Management

This session covers the following topics: Types of funds Fund agreements Fund management issues Fiscal sponsorship Donor relations ... Variance power UPMIFA code Making changes to funds Fund Management ...
Date & Time: 
02/21/2024 -
2:00pm to 4:00pm

Overview & Governance

This session covers the following topics:

CF OVERVIEW

  • Definition, roles, history
  • National Standards
  • IRS Code; tax exempt orgs
  • Legal concepts & documents

GOVERNANCE

  • Key legal concepts
  • Governance vs. management
  • Unique challenges of boards
  • Board leadership
  • Board orientation/education
  • Board & executive roles
  • Strategic planning
Date & Time: 
02/21/2024 -
10:30am to 1:00pm
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