Advancement FASB Fund Accounting and Reporting

June 13, 2012 - 1:00 to 2:45 pm EDT

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Overview

Understand and meet your shop’s FASB accounting reporting requirements.

Be it daily, weekly, or monthly, reconciliation between your advancement shop and central accounting is key to running a well-managed institution. Complex philanthropic gifts can make the process complicated. For example, how should you internally report donated services, a dense gift annuity, or a multi-year pledge? With the fiscal year rapidly drawing to a close, now is the time to ensure you can answer these key questions.

Join us online to learn how to handle these issues and accurately report your work to your institution’s finance office.

WHO SHOULD ATTEND

Advancement professionals responsible for compiling and reporting their fundraising results to central accounting will gain an understanding of how to accurately show those results under FASB standards. Accounting professionals will gain a better partnership with their advancement counterparts by joining them in viewing the webcast, but this event is not designed for accounting professionals attending alone. Please note that this event is not intended for finance office professionals experienced in fund accounting work.

EXPAND YOUR TRAINING LIBRARY

Did you know that CD recordings are 50% off when purchased along with the live webcast connection? Visit the registration tab for details.

CONTINUING EDUCATION CREDITS

CFRE CREDITS

This webcast has been approved for continuing education credits toward the CFRE International application for initial certification and/or recertification.

CONTINUING LEGAL EDUCATION (CLE) CREDITS

Most Academic Impressions law-related events are applicable for Continuing Legal Education (CLE) credits in the state of Colorado. This program has been approved for 2 general credits. Credit may be granted by states outside of Colorado, but credit decisions are at the discretion of individual state boards.

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CPE CREDITS

Recommended CPE Credits: 1.75
(Accounting): Group-Internet
Prerequisites: None
Program Level: Basic

Academic Impressions 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Website: www.nasba.org

Agenda

Learning Outcome:

After participating in this webcast, you will be able to more accurately report your institution’s fundraising efforts under FASB accounting standards.

Wednesday, June 13, 2012

1:00 - 2:45 p.m. EDT

The big picture
- IRS regulations vs. CASE gift reporting vs. fund accounting
- Changing your focus
  - CASE: deductibility
  - IRS: private gift support volume
  - Fund accounting: organizational financial position
- Dealing with revenue as a negative number
Understanding the impact of the switch to the current standards (F.A.S. 116 and 117)
Addressing difficult topics
- Deferred gifts (CRATs, CGAs, and CRUTS)
- In-kind gifts: services vs. tangible property
- Insurance policies
- Pledges, payments, and outright gifts
- Restricted gift income
Working within your finance office’s reconciliation process

Want more information about this event?

Contact Jason J. Shuba, Senior Conference Director if you'd like additional information about the program agenda.

Instructors

Alan S. Hejnal

Director, Records Management

University of Oregon Foundation

An advancement professional for 20 years, Alan brings a broad background to the subject of reporting standards and responsibilities. Previously affiliated with institutions such as Claremont Graduate University and Gettysburg College, he most recently managed the University of Richmond’s efforts in gift processing, demographic data, and reporting, also serving as his division’s liaison to information services. A regular conference speaker since beginning his career, Alan is the author of two chapters in the second edition of the CASE book Advancement Services: A Foundation for Fundraising.

Registration

Best Value

Purchase the webcast and CD recording together and receive the CD for half price.

$525.00

Live Webcast Connection + CD Recording for Advancement FASB Fund Accounting and Reporting

Early bird price of $525.00 in effect until June 06, 2012. Save $75.00 off the regular price of $600.00

Attendee Information

Please provide your information.

State/Province *

Country *

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Live Webcast Connection

With a single site connection you can invite as many people as you like to watch and listen to the webcast from the same computer. You’ll also receive an electronic link to the presentation materials and handouts as well as additional resources referenced during the live event. Following the webcast you’ll receive an email that contains a link to the recorded webcast (link active for 60 days). Additional site connections are also available for $195.

Early bird price of $350.00 in effect until June 06, 2012. Save $75.00 off the regular price of $425.00

$350.00

Advancement FASB Fund Accounting and Reporting

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
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CD Recording of Live Webcast

We record the audio and visual portion of all live webcast events and make them available in two forms; as a CD or as an electronic download. CD recordings are mailed with a bound copy of the presentation materials and handouts approximately 10 business days following the live webcast date.

Save 50% when you purchase a recording in conjunction with a live event connection!

$350.00

Advancement FASB Fund Accounting and Reporting recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
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	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

On-Demand Download of Live Webcast (180 day license)

We record the audio and visual portion of all live webcast events and make them available in two forms; as a CD or as an electronic download. On-demand downloads are available through an internet link sent via email approximately 10 business days following the live webcast date (links are active for 180 days).

Save 50% when you purchase an on-demand download in conjunction with a live event connection!

$350.00

Advancement FASB Fund Accounting and Reporting on demand

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
	First Name Last Name Job Title Email	Weight for row 5
	First Name Last Name Job Title Email	Weight for row 6
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	First Name Last Name Job Title Email	Weight for row 8
	First Name Last Name Job Title Email	Weight for row 9
	First Name Last Name Job Title Email	Weight for row 10
	First Name Last Name Job Title Email	Weight for row 11
	First Name Last Name Job Title Email	Weight for row 12
	First Name Last Name Job Title Email	Weight for row 13
	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

Refunds will be issued only if cancellations are received in writing by April 6, 2012. A $75.00 processing fee will be assessed. After April 6, 2012 a credit (less $75.00 processing fee) will be issued. The credit will be valid for 12 months and can be used toward any future conferences, web conferences, audio proceedings, or web conference archives. In case this event is cancelled, Academic Impressions' liability is limited to a refund of this registration fee only.

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What Others are Saying

“

This webcast provided valuable information that will be useful to the staff on a daily basis.

”

Shirley Clay

Coordinator, Endowments, Grambling State University

“

This webcast provided a great overview of how university advancement and the business office can better help each other meet differing reporting requirements and better understand departmental differences.

”

Anne Cossentine

Director, Asset Management, California Lutheran University

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All you need is a computer with a high-speed Internet connection to watch the presentation

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Advancement FASB Fund Accounting and Reporting

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WHO SHOULD ATTEND

EXPAND YOUR TRAINING LIBRARY

CONTINUING EDUCATION CREDITS

CFRE CREDITS

CONTINUING LEGAL EDUCATION (CLE) CREDITS

CPE CREDITS

Wednesday, June 13, 2012

Want more information about this event?

Alan S. Hejnal

Best Value

Live Webcast Connection + CD Recording for Advancement FASB Fund Accounting and Reporting

Live Webcast Connection

Advancement FASB Fund Accounting and Reporting

CD Recording of Live Webcast

Advancement FASB Fund Accounting and Reporting recording

On-Demand Download of Live Webcast (180 day license)

Advancement FASB Fund Accounting and Reporting on demand

Shopping cart

What Others are Saying

Shirley Clay

Anne Cossentine

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