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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Creating an endowment may be an important strategy to set aside funds for the future, and can be a hallmark of financial sustainability. This online CPE webinar for CPAs will let donors, accountants, and financial advisors become more comfortable in understanding and discussing charitable endowments. You should attend if you serve on a nonprofit board, advise a nonprofit, or advise donors.
Key topics discussed in this online CPE webinar:
Founder, HospitalFundraising.com
Tom Wilson, CEO of HospitalFundraising.com, has worked in
nonprofit staff positions as a capital campaign and endowment consultant for
more than 40 years. In partnership with 300 client partners, he has helped
secure more than $1 B in charitable funding.
Wilson’s book, Winning Gifts: Make Your Donors Feel Like
Winners, was published by Wiley & Sons. Tom is a frequent conference presenter
(pre COVID) for AHP (healthcare fundraisers), AAMC (academic medical center
fundraisers), CASE (higher education fundraisers), PSI (for Adventist
fundraisers), and AFP (for all types of fundraisers). He also facilitates board
retreats, strategic plans, and trains nonprofit boards and staff.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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: www.NASBARegistry.org.
30 Ratings
Excellent
21
Very Good
7
Average
2
Poor
0
Terrible
0
SC
Mar 30th, 2021
The presentation aligned well to created expectations. Tom did a wonderful job of moving through a substantive amount of material in a manner that was well-paced, and sprinkled with engaging stories illuminating his experience with the subject topic.
KT
Mar 30th, 2021
Tom did a great job sharing the overall approach to endowments. His practical advice and experiences in philanthropy and fundraising, plus the great stories and vignettes helped to make this an excellent presentation. Thanks Tom
SS
May 16th, 2023
Great webinar, but it would be good to include the topic of borrowing on an endowment.
JD
Jun 29th, 2023
Excellent overview of endowments!
BRS
Mar 30th, 2021
I wish the presenter had shared that you had to register with the myCPE site prior to logging into the event. I talked to at least two other participants who did not know and each of us had issues creating an account in my CPE.
1 Credit
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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