WEBINAR: New Not-for-Profit Financial Reporting & Revenue Recognition Standards
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Join us from the comfort of your own computer on Tuesday, August 28 to take note on this timely webinar on navigating not-for-profit financial reporting & revenue recognition standards!

When: Tuesday, August 28, 2018
12 - 1:30 PM CT
Where: online/webinar
United States
Contact: Dorothy Ferrick, Events & Registration Manager
(512) 467-2242

Online registration is closed.
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 WEBINAR: New Not-for-Profit Financial Reporting
& Revenue Recognition Standards

August 28 • 12 - 1:30 pm CT
Q&A may follow presentation after 1:30 pm

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Are You Ready for the New Financial Statements Reporting and Revenue Recognition Standards?

  • Not-for-Profit financial statement standards being updated for the first time in 20 years that will enhance the reporting of expenses both by function and natural classification for all Not-for-Profits and new disclosures on liquidity and more
  • Exchange transactions for Not-for-Profits and Healthcare may be subject to the new revenue recognition standard through the review of the contracts
  • New revenue recognition will significantly affect the practices of most companies and many organizations and is intended to increase financial comparability across industries

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This webinar is targeted to:

  • Administrators
  • Accounting Directors
  • Admissions & Marketing Professionals
  • Billing Specialists
  • CEOs & CFOs
  • PR Professionals
  • Sales Professionals
  • Other interested team members

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Jeanette Bax-Kurtz, CPA, Partner and Director of Not-for-Profit and Regulatory Services of Mueller Prost

Jeanette is the Director of Not-for-Profit and Regulatory Services for Mueller Prost. Her considerable knowledge base has been the source of assistance for many directors, trustees, government agencies, owners and legal consultants in solving challenges in a dynamic environment.
Jeanette began her career in public accounting in 1985. Her focus on not-for-profit organizations and highly regulated industries makes Jeanette a sought after educator and speaker. She frequently teaches courses for the AICPA, conducts seminars for Allinial Global, and is a guest lecturer at various universities and other organizations.
In addition to her work in audit, tax and consulting, she specializes in financing issues and tax credits in the non-profit and regulatory industries. Her depth of experience includes bonds, HUD loans, Federal and State grants, low income housing tax credits (LIHTC), new market tax credits, youth opportunity program credits (YOP), neighborhood assistance programs (NAP) and other credits. Her book of business includes state-wide organizations, nation-wide organizations, and stretches globallyinto five of the seven continents.
Jeanette is a past trustee and school board member for a local church and school. She also devotes a considerable amount of
time to providing services and volunteering for a variety of charitable organizations.

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Nursing Home & Assisted Living Administrators
This program has been approved for Continuing Education for 1.5 total participant hour by NAB/NCERS—Approval #: 20190827-1.50-A47415-DL.

  • New NAB CE Registry Requirements: Beginning April 1, all licensed long-term care administrators seeking CEs must provide their NAB CE Registry ID number either on the online registration form, and/or on the sign-in sheets at the event; LeadingAge Texas cannot verify or report attendance to the NAB’s CE Registry without this information.
  • CLICK HERE for more information on how to create a CE Registry account and ID number.

Other Professionals Disciplines
While LeadingAge Texas cannot obtain prior approval to all credentialing bodies and professional organizations, other professionals are encouraged to submit detailed information on this event along with a copy of your Certificate of Successful Completion to your professional organization for consideration of continuing education credit if they accept self-reporting.

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FEES (per line/connection)
LeadingAge Texas Member: $35
Non-Member: $50

NOTE: the one line/connection cannot be used across multiple communities/locations and can not be shared with others.

Because the fee is set per line/connection, please only register one person/main registrant*. 1 - 2 days prior to the webinar, you will receive an attendance report which will be used for any additional attendees viewing with you to receive continuing education credit. Please note the webinar link can not be shared with others.

*As the main registrant, you will agree to moderate attendance of the webinar for any additional attendees via your line/connection. The details for access/connection & any available handouts will be sent to the main registrant via email 1-2 days prior to the webinar.

Cancellation, Transfer/Substitution & Connection Policy

  • The registration fee is for one connection to the webinar. While others may view the webinar with you, the webinar link can not be shared. Multiple connections with either be billed or removed from the webinar. 
  • No-shows will be billed. No refunds for failure to log-in at the time of the event.
  • Transfers/Substitutions*: Registrations are fully transferable. Transfers must be submitted via email to Dorothy Ferrick no later than 48 hours prior to the Webinar.
  • Cancellations*:
    • A full refund will be given to all cancellations received 10 or more business days prior to the program.
    • A $10 administrative fee will be charged to all cancellations received six to nine business days prior to the program.
    • No refunds will be given to cancellations received five or fewer business days prior to the program.
    • LeadingAge Texas reserves the right to cancel the program due to insufficient enrollment in which case pre-registered participants will be notified and full refunds provided.

*All  transfer/substitution & cancellation requests must be emailed to Dorothy Ferrick, Events & Registration Manager at dorothy@leadingagetexas.org.