Midwest Partnership Series | Community Foundation Finance Course
Event Details
When
Cost
CMF Members: $150
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About the Event
Designed especially for community foundation finance staff who are new to their role, join your fellow finance colleagues for an under-the-hood look at essentials in finance for community foundations. This one-day program will be combined with additional pre-recorded content to offer ongoing education and resources for staff involved with the financial operations of their foundation.
Registration includes breakfast and lunch in the meeting space on Friday, May 17. Dinner on Thursday, May 16 will be included if selected during registration.
Topics will include:
- An Overview of the Finance Staff’s role
- Financial Reporting & Budgeting
- Gifts & Fund Agreements
- Investments
- IRS & Reporting Reqs
Hotel Information
The hotel block is now closed but they may be able to honor the original cost of $144/night plus applicable taxes if you call them directly at (419) 873-0700.
Speakers
Mary Jane (MJ) Bobyock, FEG Investment Advisors
Quincy Brown, Managing Director Institutional Services, FEG Investment Advisors
Natosha Carr, Senior Manager–Tax Services, Clark, Schaefer & Hackett
Brett Hunkins, Chief Financial Officer, Community Foundation of Greater Flint
Phil Purcell, CFRE, MPA/JD, Legal Counsel for IPA Foundation Legal Help Desk; Director of Planned Giving at Central Territory of the Salvation Army
Health and Safety
CMF continues to prioritize the well-being of members, staff, partners and communities. As of August 14, 2023 the following measures are our in-person event health and safety procedures:
- We recommend attendees test for COVID-19 within 48 hours prior to this gathering.
- Any attendee who is feeling unwell, who has tested positive for an illness in the 10 days prior to the event or who is showing symptoms and awaiting test results is asked not to attend.
- If you are not able to attend due to illness, please contact Jen Ruud at jruud@michiganfoundations.org.
For more details regarding our health procedures, please click here.
Midwest Partnership Series
This program is produced and hosted by the Midwest Partnership Series.
As a member of our CMF community, you have access to customized learning opportunities through our Midwest Partnership Series. Presenting in collaboration with Indiana Philanthropy Alliance, Philanthropy Ohio, Philanthropy Missouri and CMF, this series provides tailored programming to community foundations, corporate foundations and giving programs and family foundations, as well as programming for all foundation types.
Questions?
Denise Temple via email
or call 616-850-2136