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Finance & Investments
... UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget Reporting Audit Tax compliance Public ...
Date & Time:
11/14/2024 -
2:00pm to 4:00pm
Overview & Governance
... Governance vs. management Unique challenges of boards Board leadership Board orientation/education Board & executive roles Strategic planning Overview & ...
Date & Time:
11/13/2024 -
10:30am to 1:00pm
Finance & Investments
... UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget Reporting Audit Tax compliance Public ...
Date & Time:
02/22/2024 -
2:00pm to 4:00pm
Overview & Governance
... Governance vs. management Unique challenges of boards Board leadership Board orientation/education Board & executive roles Strategic planning Overview & ...
Date & Time:
02/21/2024 -
10:30am to 1:00pm
Policy Issue Brief: Donor-Advised Funds
Resource for members only
... are excluded from the DAF definition. Regulation Resources The following documents and reviews provide further ...