UST WEBINAR SERIES
W278: Operating Reserves and the Path to Sustainability
Tuesday, May 10, 2022
1:00 p.m. - 2:30 p.m. EASTERN TIME

We will discuss Operating Reserves and the Path to Sustainability where we will explain important core concepts related to operating reserves and connections to enhancing sustainability. Concepts covered will include strategies and goals for building operating reserves, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning, messaging and reporting to your board of directors.

Learning Objectives
  • Learn the operating reserves and the path to sustainability
  • Learn important core concepts related to operating reserves and connections to enhancing sustainability
  • Learn strategies and goals for building operating reserves, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning, messaging and reporting to your board of directors
SPEAKER BIOS
A. Michael Gellman, CPA, CGMA
Co-Founder, Sustainability Education 4 Nonprofits
Mr. Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations. He has more than 35 years’ experience in nonprofit fiscal, financial and accounting systems working as a chief financial, fiscal and management consultant where he has focused on specialized management and advisory services for trade and professional associations, public charities and endowment based foundations. Mr. Gellman has also developed comprehensive budget and projection-based systems in support of senior management and organizational leadership. Mr. Gellman has been designing, installing, interpreting and teaching budget and projection based systems and financial and fiscal management systems for over 30 years.
Paul Preziotti
Partner, Johnson Lambert LLP
Paul Preziotti, CPA, is a Partner for the multi-office CPA firm, Johnson Lambert LLP. He is responsible for providing audit and consulting services to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Finance Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Organizational Strategy CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00
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U.S Transactions Corp. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org