Nonprofit Webinar | Accounting for Endowments


Course Description:
Endowments present a variety of challenges for nonprofit organizations. This webinar seeks to highlight the key considerations, treatment, and tracking of endowments in order to properly account for these funds.

Learning Objectives:

  • Identify when you have an endowment.
  • Discuss how to treat endowments.
  • Explore how to track and disclose endowments.
Kevin Ross, CPA, Assurance Manager | Eide Bailly
Kevin began his career at Eide Bailly after graduating from Regis University with his bachelor's and master’s degrees. He supervises and reviews attestation engagements for a variety of nonprofits, including foundations, independent schools, scientific and cultural, and health and human service organizations.

Kevin is involved in the community as part of Eide Bailly’s Colorado Philanthropy Committee, Inclusion and Diversity for Corporate Responsibility Committee, recruiting and training of incoming Eide Bailly staff, and serves on the finance committee of Denver based nonprofit, The Rocky Mountain MicroFinance Institute.

Kevin has also been involved in multiple Eide Bailly pilot projects to incorporate artificial intelligence driven techniques into the audit processes in order to streamline and make them as efficient as possible.

CPE Information
CPE Credits: 1
Field of Study: Auditing
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.


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Accounting & Finance