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2024 Intermediate Accounting and Reporting

January 24-26, 2024 | Online | Schedule in Eastern Time

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2024 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.

Learning Objectives

After this program, you will be able to—

  • 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 


  • Terri Albertson, vice chairperson, NACUBO Accounting Principles Group
  • Shea Bryant, manager of financial reporting, Michigan State University
  • Teresa Edwards, system office of budgets and accounting, Texas A&M University System
  • Tom Ewing, director of financial reporting, The Ohio State University
  • Kelli Perry, assistant vice president for finance and controller, Rensselaer Polytechnic Institute
  • Nicole Tirella, vice president for financial operations and university comptroller, Boston University 
  • Karl Strauss, director of accounting, Oregon Health and Science University
  • Mary Wheeler, FARM author and consultant, NACUBO
  • Chris Leach, accounting policy analyst, NACUBO
  • Sue Menditto, senior director, accounting policy, NACUBO

How to Attend

After registering, you will access this event in our new learning management system

If you can't access this event, please email

CPE Credit

Please review the new process for earning CPE credit online.

Accounting Online CPE Available Accounting and Financial Reporting

Event Information

  • Level: Intermediate
  • Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
  • Advanced Preparation: None
  • Delivery Mode: Group internet based
  • Field of Study: Accounting and Accounting Governmental (See schedule for fields of study by session)
  • Length: 75 minutes per session

CPE Information

Estimated 12 CPE Credits

Please note you can only earn credit for attending the event live. Each individual must register and attend separately to earn credit.

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

Sponsorship Opportunities

This meeting is your opportunity to reach new and seasoned accounting professionals that will attend for hands on learning on financial standards, accounting classifications, financial statements and more.

The NACUBO 2024 Higher Education Accounting Opportunities details the opportunities to support this meeting. We look forward to you joining us!


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