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Sustainability + Community Foundation Lifecycles
... of CFs Growth cycles Future challenges Sustainability + Community Foundation Lifecycles ...
Date & Time:
10/13/2023 -
2:00pm to 4:00pm
Sustainability + Community Foundation Lifecycles
... of CFs Growth cycles Future challenges Sustainability + Community Foundation Lifecycles ...
Date & Time:
02/10/2023 -
2:00pm to 4:00pm
Grants and Community Leadership
... Scholarship grants Types of leadership Grants and Community Leadership ...
Date & Time:
10/13/2023 -
10:30am to 12:30pm
Grants and Community Leadership
... Scholarship grants Types of leadership Grants and Community Leadership ...
Date & Time:
02/10/2023 -
10:30am to 12:30pm
Finance & Investments
This session covers the following topics:
- Fiscal responsibility
- Investment/Finance/Audit committee(s)
- Investment & spending policies
- Working with investment professionals
- Asset allocation
- UPMIFA
- Investment RFP
- Fund accounting
- Financial reports to board
- Operating budget
- Reporting
- Audit
- Tax compliance
- Public support test
Date & Time:
02/09/2023 -
10:30am to 12:30pm
Finance & Investments
This session covers the following topics:
- Fiscal responsibility
- Investment/Finance/Audit committee(s)
- Investment & spending policies
- Working with investment professionals
- Asset allocation
- UPMIFA
- Investment RFP
- Fund accounting
- Financial reports to board
- Operating budget
- Reporting
- Audit
- Tax compliance
- Public support test
Date & Time:
10/12/2023 -
2:00pm to 4:00pm