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Operating Reserves and the Path to Sustainability – UST Education Series

May 10, 2022 @ 1:00 pm - 2:30 pm EDT
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We will discuss Operating Reserves and the Path to Sustainability where we will explain important core concepts related to operating reserves and connections to enhancing sustainability. Concepts covered will include strategies and goals for building operating reserves, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning, messaging and reporting to your board of directors.

LEARNING OBJECTIVES
  • Learn the operating reserves and the path to sustainability
  • Learn important core concepts related to operating reserves and connections to enhancing sustainability
  • Learn strategies and goals for building operating reserves, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning, messaging and reporting to your board of directors
Level Intermediate
NASBA (Field of Study) Finance Technical
CAE (Subject Domain) Organizational Strategy
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.5
Cost Free
Delivery Group Internet Based

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

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INSTRUCTORS
A. Michael Gellman, CPA, CGMA
Co-Founder at Sustainability Education 4 Nonprofits
Mr. Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations. He has more than 35 years’ experience in nonprofit fiscal, financial…
Paul Preziotti, CPA
Partner, Johnson Lambert LLP
I provide audit, compliance, and operational solutions to nonprofit organizations and sponsors of employee benefit plans. Paul likes to wind down by hitting the links,…