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Podcast W278: Operating Reserves and the Path to Sustainability

EP 278 | UST Education Radio

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

Presented by A. Michael Gellman, CPA, CGMA, Paul Preziotti, CPA

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