WEBINAR:
Automate Endowment Accounting Before Your Next Audit
A live walkthrough of Balance endowment accounting software — how it automates spending policies, tracks underwater funds, and delivers the audit-ready reports your team needs before requests start rolling in.
Jessica West
CPA Director
Nonprofit Consulting Aprio Advisory Group, LLC
Aaron Dotson
Sales Engineer
EverTrue
Richard Westerfield
Account Executive
EverTrue
Every finance team knows the feeling: audit season is approaching, and suddenly everything feels urgent.
Reports need to be pulled. Data needs to reconcile. Documentation needs to be tracked down. Leadership has questions. Auditors have requests. And for many teams, it all happens on top of an already full workload.
The good news? Preparation doesn’t have to start when the requests begin.
In this live session, we’ll walk through how modern finance teams are taking a more proactive approach to pre-audit season—creating cleaner workflows, improving visibility, and reducing the stress that comes with manual processes.
You’ll also get a live look at how Balance by EverTrue helps organizations streamline reporting, track fund activity with confidence, and stay organized before audit season hits.
What You’ll Learn
Reports need to be pulled. Data needs to reconcile. Documentation needs to be tracked down. Leadership has questions. Auditors have requests. And for many teams, it all happens on top of an already full workload.
The good news? Preparation doesn’t have to start when the requests begin.
In this live session, we’ll walk through how modern finance teams are taking a more proactive approach to pre-audit season—creating cleaner workflows, improving visibility, and reducing the stress that comes with manual processes.
You’ll also get a live look at how Balance by EverTrue helps organizations streamline reporting, track fund activity with confidence, and stay organized before audit season hits.
What You’ll Learn
- Fund Management: Easily track, report on, and manage endowed funds
- Control & Compliance: Control distributions with spending rules, and store endowment agreements for compliance review
- Audit Support: Simplify financial statement audits with audit-ready footnotes
- Data Sharing: Share read-only information across the organization so donor relations, development, and department heads can access critical data anytime
Who Should Attend
- CFOs
- Controllers
- Finance Directors
- Business Managers
- Foundation Finance Teams
- Advancement and Operations leaders involved in reporting or fund management