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March Luncheon "Right Sizing Reserves: A Better Way"

  • 20 Mar 2019
  • 11:15 AM - 1:30 PM
  • National Housing Center, Washington, DC


  • Bronze Members and their substitutes who have attended 2 or less luncheons.
  • Registration for for-profit, non-members whose company staff have NOT attended a FAR luncheon previously.
  • This is for nonprofit, non-member professionals only.

Registration is closed.

Wednesday, March 20, 2019 | 11:15 a.m. - 1:30 p.m.

Panel Discussion


Rob Olcott, CIMA, AIF, Regional Director (bio)
DiMeo Schneider & Associates 

Rob Dickinson, CPA, Controller (bio)
National Council of Architectural Registration Boards

Christian Spencer, CPA, Partner (bio)
Tate & Tryon

How much should your organization have in reserves and why? Members are asking questions, revenue sources are maturing, and economic conditions are changing—not always for the better. Now, perhaps more than at any previous time, nonprofit organizations need to be thoughtful about how they determine how much to maintain in reserves and how they manage these important assets.

  • The history behind reserve funds, from the “why’s?” to the “how much?”
  • The importance of “bucketing” reserve funds
  • Using Enterprise Risk Management (ERM) to identify risks and opportunities unique to your organization
  • How one association used ERM to “right size” its reserves

Where: National Housing Center | 1201 15th Street, NW | Washington, DC 20005 (map) (NEW LOCATION)

Metro: Guests can take the Metro to Farragut North or McPherson Square. (view map)

Parking: There is plenty of parking within a few blocks of the National Housing Center.

Check-In: ID required upon arrival.

Registration Instructions:

Gold Members please contact hq@far-roundtable.org to be registered.

Registering yourself: FAR members, please make sure to log in to the FAR website to receive FAR member registration options. FAR members may add nonprofit guests to your registration.

Registering a substitute: FAR members, please do NOT log in to the FAR website if you are registering a colleague as your substitute, simply go to the event page and select the appropriate substitute registration. FAR members may add nonprofit guests to the registration.

*If you are a nonprofit, non-member and have not attended a FAR luncheon before, please contact hq@far-roundtable.org to attend as our guest!

This program has been approved for CPE and CAE credit.

FAR 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  For more information regarding refund, complaint, and program cancellation policies, please contact the FAR office at: 1325 G Street NW, Suite 500, Washington, DC 20005 or email (hq@far-roundtable.org). There are no refunds or cancellations accepted after March 16, 2019. Field of Study: Financial -Technical (Asset Management/ Financial Management). Program level is basic – update. There are no pre-requisites nor advanced preparation. It is Group-Live delivery method. Sponsor ID: 109395

FAR is an approved CAE provider. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae. 

1325 G Street, NW, Suite 500, Washington, DC 20005


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