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Webinar: Legal and Accounting Policy Implications of UPMIFA

Now that UPMIFA has passed in 42 states and organizations have made the required disclosures under FSP FAS No. 117-1, new policies and practices are required to maintain compliance with UPMIFA.  The new law requires updating a number of procedures from the old UMIFA.  From investment management, to expenditure, to release or modifications of restrictions, many organizations will need to change their policies and practices to comply with the new law.

This webinar is intended to move management of not-for-profits beyond the required disclosures of FSP FAS No. 117-1 to practical implementation for compliance with the new law.  Our co-presenters will share legal and institutional accounting perspectives on the new law to help you prepare for compliance with UPMIFA.

Learning Objectives

  • Gain insight into policies and practices required for compliance with UPMIFA;
  • Review draft examples of policies and practices used by other organizations to comply with UPMIFA;
  • Discuss appropriate level of governance review for new organizational policies and subsequent annual review; and
  • Learn how to research your state's specific requirements under UPMIFA.

Who should attend?
Chief financial officers, chief executive officers, and chief investment officers.

Presented by
Stuart Miller, CPA, Partner, Crowe Horwath LLP
Michael A. Clark, Sidley Austin LLP

Cost
Complimentary

CPE
Recommended for one hour of CPE credit.

 

Crowe Horwath LLP 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, Suite 700, Nashville, TN 37219-2417. Telephone: 615.880.4200  Web site: www.nasba.org



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Date:

November 12, 2009
Time:

Location:

Contact: 

For more information, please contact Diana Smuda at 574.246.4489 or diana.smuda@crowehorwath.com.