In the wake of the Madoff scandal, an industry task force assembled with the goal of making standardized controls and practices. Institutions that adhere to the standard show that donor intent is their first priority. Seventeen Steps provide a framework for Primary Fiduciaries to use in order to help them maintain their institutions' programs in perpetuity and to satisfy the prudence rules found in fiduciary laws UPMFA and UPIA.

BENEFITS OF ATTENDING

• Upgrade donor confidence in your organization.
• Streamline unproductive operations.
• Learn if your service providers' fees are "reasonable."
• Gain confident assurance that you comply with UPMIFA.
• Reduce the legal risk of executives and trustees.
• Compliance steps for satisfying UPMIFA that you can use.
• Take home a free copy of the Fiduciary Standard for Endowments and Foundations (a $175 value).

WHAT YOU WILL COVER

• How the fiduciary standard emerged from grass roots.
• The tactics used by Madoff to dupe foundations.
• The Four Disciplines of UPMIFA Fiduciary Responsibility.
• Testing your fiduciary practices against UPMIFA and UPIA.
• Sources of conflicts of interest and how to deal with them.

WHO SHOULD ATTEND

Members of boards of directors, trustees, chief financial officers, members of investment committees and anyone else that affects the performance of donors' contributions.

Registration Fees.
The full fee is payable at the time of registration. All fees include the cost of seminar materials. Remember, this fee is tax-deductible (see Treas. Reg. 1 162-5). Please note: Registration fees and seminar schedules are subject to change without notice.

Transfer, cancellation, and refund policy.
You may transfer to a future session, send someone to take your place, or cancel without penalty at any time up to three weeks prior to your seminar. If you provide Roland|Criss with less than three weeks notice, or fail to attend, you will be liable for the entire seminar fee. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can. Please call us, therefore, at 1-800-440-3457.