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2024 Intermediate Accounting and Reporting

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

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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.

Learning Objectives

  • 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
  • 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

NACUBO is transitioning to a new learning management system. Registrants will receive access information closer to the event date.

Accounting Online CPE Available Accounting and Financial Reporting

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


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Day 3

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