Stephen J. Knerly Jr.
Date:
June 26, 2025
Hahn Loeser Partner Josh Knerly discussed The Uniform Prudent Management of Institutional Funds Act (UPMIFA) during Endowment 360 Strategies in Motion at Gilmour Academy’s Dodero Center for Performing Arts. Josh also examined regulatory and legal considerations for a wide range of issues for endowments and foundations.
Presentations throughout the day included Managing Endowments and Investment Strategy, Accounting and Financial Reporting Trends and IT Security and Risk Management.