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Introduction to Private Capital Investing and Financial Reporting

Jason Levey, director and investment consultant at Canterbury, joined Mike Boulton, partner at Armanino, to discuss private capital investing for nonprofit organizations at a recent client education event on February 5, 2019. During the event, a webinar titled Private Capital Reporting for Nonprofits, Jason provided an introduction to private capital investing for nonprofits as an expert in the field of investment consulting while Mike shared insights on how private capital programs impact financial reporting for nonprofits as an expert in the field of accounting.

Key topics:

  • Why nonprofits should consider a private capital program
  • How to build a private capital program
  • The challenges and risks of private capital
  • Describe what a financial statement is and how it impacts performance, cash flow, and liquidity
  • Analyze recent and ongoing FASB updates


Webinar Replay play

Private Capital Reporting for Nonprofits Presentation Deck