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W291: Reserve Funds – 3 Major Considerations for Management & Board Members in 2022

May 19, 2022 @ 1:00 pm - 2:30 pm EDT
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In this course we will learn why it is important for organizational sustainability to establish and maintain reserves.  We will learn what methodologies are best to use to determine the size of reserves that are appropriate to your organization.  We will also learn about IPS and how it how it helps.

LEARNING OBJECTIVES
  • Learn why it is important for organizational sustainability to establish and maintain reserves.
  • Understand what methodologies can be used to determine the size of reserves appropriate to your organization.
  • Learn about IPS and how it helps.

 

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
Leslie D. Irby
Relationship Manager, Vice President, Rembert Pendleton Jackson
Leslie D. Irby, CFP®, AIF® earned a Bachelor of Arts degree in Mathematics with a minor in Computer Science from the University of Texas in…