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2023 Intermediate Accounting and Reporting

On-Demand | Originally Broadcast on January 25–27, 2023

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2023 Intermediate Accounting and Reporting

This program is a fantastic introduction for new professionals moving into higher education accounting as well as those who want to learn about accounting and reporting topics that are beyond their current responsibilities. This workshop for private and public institutions covers restrictions, endowments, investment pool unitization, contributions, split interest gifts, capital assets, debt, functional expenses, and operating activities.

Attendees receive a thorough explanation of Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB) standards relevant to higher education institutions. There is emphasis placed on financial reporting rules, sample statements and campus examples. Preparation principles for direct method cash flow reporting and the myriad of reports that central administration must produce for federal agencies and analysts are also covered.

What You Will Learn

  • Explain GAAP and what college and university financial statements convey
  • Describe the rules behind endowment accounting and reporting
  • Differentiate how various operating activities get reported 
  • Clarify various types of restrictions 

Meet the Presenters

  • Shea Bryant, manager, financial analysis and reporting, Michigan State University
  • Teresa Edwards, controller, Texas A&M University System
  • Tom Ewing, associate controller and director, financial reporting, The Ohio State University
  • Sharon Heinle, associate vice president and controller, George Mason University
  • Kelli Hudson Perry, assistant vice president for finance and controller, Rensselaer Polytechnic Institute
  • John Kroll, AVP and advisor, University of Chicago
  • Nicole Tirella, vice president for financial operations and university comptroller, Boston University 
  • Mary Wheeler, FARM author and consultant, NACUBO
  • Chris Leach, accounting policy analyst, NACUBO
  • Sue Menditto, senior director, accounting policy, NACUBO

How to Access the Recordings

After you register, you will navigate to your NACUBO classroom to access the recordings.

Accounting Webcast Workshop

CPE Information

There are no CPEs offered for this event.

CPE credit is not available for on-demand programs at this time.

NACUBO 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


Cancellation Policies






Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day


Facilities Stewardship Series

January 17–April 19, 2023 | Online | See Schedule for Details

The 2023 State of Facilities in Higher Education

March 21, 2023 | 1–1:45 pm ET | Online | Session from the Facilities Stewardship Series

2023 Bursar Fundamentals

March 22, 2023 | Online | See Schedule for Details | All Times Listed in Eastern