March 12th, 2026 @ 9:30 AM EST
Join representatives from Dentons and Schneider Downs for a conversation focused on the nuts and bolts of endowments and how well your organization understands its endowment and, more broadly, its net asset composition. As donor expectations, regulatory scrutiny, and financial reporting requirements continue to evolve, it has never been more critical for nonprofit leaders to have a clear and accurate picture of how assets are currently classified, restricted and ultimately used. Time will also be spent sharing best practices on the importance of good record keeping. investment decisions.
What You’ll Learn:
- Understand what some of the common issues are uncovered when reviewing net assets and endowments
- Understand when to seek outside assistance when evaluating if you need to clarify donor intent and how that works
- Understand the impact to your organization’s Form 990 and financial statements when seeking to clarify donor intent
Speakers:
- Patrick Kerns, Schneider Downs
- Sarah Piot, Schneider Downs
- Erin Wood, Schneider Downs
- Christie Tillapaugh, Dentons
- Nicoline van de Haterd, Dentons
CPE Information:
Delivery Method: Virtual (ON24)
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
Field of Study: ACCOUNTING (1 CPE Credit)
Contact (Registering/Technical Issues): Lindsay Sherrill
About Schneider Downs Not-for-Profit Services
Our Not-for-Profit industry group is committed to providing exceptional service and expertise to a community of clients who serve our regions tirelessly each day. We provide valuable insight to not-for-profit organizations of all sizes and their boards through our assurance, tax, advisory and technology consulting services and not-for-profit fund accounting software.
To learn more, visit our Not-for-Profit Industry Group page.