Original broadcast date: Thursday, October 15, 2020

Summary: With the changing economic landscape, many not-for-profit organizations are revisiting their need and use of reserve funds to stay resilient and allow for operational continuity.  From the types of reserve funds to the level to maintain, every organization will have a unique plan to meet their specific needs and objectives. However, setting up and maintaining a reserve fund has its challenges. In this webinar, we’ll demystify reserve funds and share our best practices for establishing and managing reserve funds for your organization.

Resources from this webinar

Download the slide deck
Enkel’s list of considerations for internally and externally restricted funds

About the presenters

Omar Visram, CPA, CA
As the Co-Founder and CEO of Enkel, Omar has worked closely with over 100 NPOs and charities, crafting accounting solutions to best address their needs. Omar’s past experience includes senior positions at KPMG and BCAA covering tax, strategic planning, advisory, and finance operations.

Alex Oulton, CPA, CA
Alex is the Director of Service Delivery at Enkel. For over 15 years, Alex has been active in assurance, advisory, and tax compliance with extensive experience serving not-for-profit organizations, and is currently on the board of directors for a housing co-operative.
 

We are here to help!

Have a question about CharityVillage and how we can help you with your recruitment? Your local Territory Manager would be happy to hear from you and would be pleased to answer any of your questions.

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Amanda Dexter: 1-877-459-1352

Central and Western Canada
Jane Barr: 1-866-888-2232

“The presenter was very well organized and I really liked the simple but effective ways how she presented her slides and she organized her presentation briefly.“

– Past CharityVillage Webinar Participant