About this Event
Dive into the critical aspects of fiduciary best practices and compliance requirements relevant to many not-for-profit organizations and institutions with endowments. From the vantage point of both an investment advisor and an auditor/IRS Form 990 preparer, we’ll explore a variety of recent IRS hot topics and notable court cases while providing a fresh perspective on the most important not-for-profit practices.
Fiduciary Focus:
Navigating Compliance and Best Practices for Not-for-Profits and Endowments
May 2, 2024 | 3:00-5:00pm
at Plancorp
540 Maryville Centre Dr., Ste 105, St. Louis, MO 63141
Presentation will be followed by drinks & bites.
Session Highlights
- IRS compliance requirements specific to not-for-profits
- Trends in GAAP
- Why some IRS FORM 990 sections are highly scrutinized
- The importance of the fiduciary roles and identifying the expectations of a fiduciary
- Fiduciary excellence and adopting prudent processes
Presentation will be followed by drinks & bites
Event Venue & Nearby Stays
Plancorp, 540 Maryville Centre Drive, St. Louis, United States