march, 2019

20mar11:15 am1:30 pmRight Sizing Reserves – More Important Than Ever BeforeHosted by FAR (Finance & Administration Roundtable)11:15 am - 1:30 pm National Housing Center, 1201 15th Street, NW, Washington DC 20005

Event Details

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.

Join T&T audit partner Christian Spencer as he participates in a panel discussion on this important topic at the upcoming March 20th FAR luncheon, “Right Sizing Reserves – More Important than Ever Before.”

Christian will join Rob Dickinson, Controller at the National Council of Architectural Registration Boards and Rob Olcott of DiMeo Schneider & Associates in a panel discussion that will cover:

  • 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

Register for this Event


(Wednesday) 11:15 am - 1:30 pm


National Housing Center

1201 15th Street, NW, Washington DC 20005

Speakers for this event

  • Christian Spencer

    Christian Spencer

    Partner, Audit & Assurance

    Partner, Audit & Assurance

  • Rob Dickinson

    Rob Dickinson

    Controller, NCARB

    Controller, NCARB

  • Rob Olcott

    Rob Olcott

    Regional Director, DiMeo Schneider & Associates

    Regional Director, DiMeo Schneider & Associates

The Right Size, Right Fit