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2021 AICPA & CIMA National Tax & Sophisticated Tax Conferences with Private Foundation Summit

PFS2105 - Evaluating Sustainability - Shaping Expectations in the Wake of a Pandemic

Nov 17, 2021 4:30pm ‐ Nov 17, 2021 5:20pm

Standard: $49.00


While reviewing grantees' financials and operations in the coming months, when should you be more curious or cautious? Timing might be challenging to determine. The financial strains of expanding, tightening, or changing courses coupled with new regulations, reporting requirements, and government assistance may or may not be apparent in an interim report or annual financial statements. This session will be a refresher of evaluation protocols and added considerations during these unprecedented times.

Learning Objectives:
  • Discuss how the CARES Act and other government assistance impacts sustainability analysis
  • Identify yellow and red flags when evaluating grantees
  • Describe how funders are incorporating non-financial metrics such as diversity and inclusion, environmental and social governance practices, and more


  • Dwight Koda, CPA, CMA, CFA, Controller, The William and Flora Hewlett Foundation
  • Candice Meth, CPA, MBA, Partner, EisnerAmper
Category: General Session Onsite and Online

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