FMN Accounting

FMN Plus-2023/May, Seg 3 – Not-for-Profit: Navigating Investment Risk & Rewards

Investments are an integral part of the financial well-being of most endowments and foundations. Understanding the value of investment results as well as the various strategic challenges presented in the current economic environment are crucial to the success of Not-for-Profit organizations. Marci Thomas, of Transformation Advisors, reviews the importance of both a prudent investment policy and preservation of purchasing power. If managed well, the funds of an endowment should sustain operations of the organization into perpetuity.

Learning Objectives:

Upon successful completion of this segment, attendees should be able to:

  • Recognize the various types of pressures on endowments
  • Determine factors that impact the value of an endowments investment portfolio
  • Identify strategic challenges faced by nonprofit organizations
  • Recognize the importance of a prudent investment policy


Prerequisites/Advanced Preparation:

Work experience in financial reporting or accounting, or an introductory course in accounting.

Speaker / Author:

Marci Thomas, MHA, CPA, CGMA, licensed as a CPA in Georgia and North Carolina, is an author and presenter on various not-for- profit, healthcare and governmental topics to nonprofits, CPA firms and state societies of CPAs around the country. She also writes and teaches courses in governance, financial management, grants accounting, strategy and various operational topics. Marci is a clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel Hill and is an adjunct professor at Emory University in the Goizueta Business School. Marci works with numerous accounting firms, performing quality control and efficiency reviews and with nonprofit boards on strategic planning, internal control and governance issues.

Marci is also an author of a book published by Jossey Bass in 2004, Essentials of Physician Practice Management. Her book, Best of Boards: Sound Governance and Leadership for Nonprofit Organizations, was published by the AICPA in June 2011 and is on its second printing. Her newest book on Health Care Financial Management was published by Wiley Publishing in January 2014.

Marci serves on the Professional Development Advisory Council and the Not-for- Profit Committees for the North Carolina Association of CPAs. She is on the fundraising committee for Georgians for a Healthy Future and for several Basset Hound Rescue Groups. She is on several committees at her church.

Marci received her Bachelor in Business Administration with a concentration in accounting from the Georgia State University and her Masters in Health Administration at the University of North Carolina at Chapel Hill. She is a frequent speaker at local, regional and national conferences.

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Price (USD)

Standard: $69.90

Details

Course Code : FMN1496-FM

Release Date : 05/10/2023
Expire Date : 12/14/2024
Credits :
CPE 2.00
QAS 2.00

Length : 1hr 40min
Course Level : Update
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Accounting

Theme : Financial Accounting Issues

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