ACUA

Advancing Auditing in Higher Education

Navigating Risks for Gift Procedures

Navigating Risks for Gift Procedures and Donor Intent: An Internal Audit Perspective

Thursday, August 1, 2024 12:00 PM - 1:00 PM CT

In this session, our primary focus will be on the implications of gift processing and donor intent on internal auditing. We will kick off the training with a snapshot of a day in a development officer's life, facilitating a high-level overview of the fundraising lifecycle. Following this, our discussion will pivot to the risks and controls associated with gift processing and donor intent and which tests internal audit can perform. As we conclude, we will explore emerging opportunities and risks in the context of gift processing and donor intent. This broad overview will arm attendees with a deeper understanding of the subject matter and its potential impacts.

After attending this webinar, participants will be able to...

  1. Assess the high-level gift landscape with the focus on gift processing and donor intent.
  2. Identify risks and controls linked to gift processing and donor intent.t
  3. Develop an internal audit workplan on gift processing and donor intent for their institution.

Delivery Method: Group Internet
Field of Study: Auditing
Advance Preparation: None
Prerequisites are required: No
Cost: Free for members; $25 for non-members
Recommended CPEs: 1

Speaker Information

Elizabeth Muse
Higher Education Advancement Specialist
Deloitte Services LP

Elizabeth Muse is a senior manager with Deloitte Services LP and is a seasoned professional in higher education advancement. Her extensive experience in managing large teams and strategic program development makes her a leading figure in the field. She has directed numerous alumni initiatives and global programs to engage a diverse stakeholder population while leveraging cutting-edge technology. Currently in a senior management role, Elizabeth brings a wealth of knowledge to the table as a subject matter advisor on advancement within higher education.

Ellen Van Schelstraete
Higher Education Internal Auditor
Deloitte & Touche LLP

Ellen Van Schelstraete is a manager at Deloitte & Touche LLP, with a primary focus on Risk Management, Internal Audit, and Process Optimization and Transformation. Ellen's client focus is within the Government and Public Services sector and Higher Education. As a Certified Internal Auditor, Ellen has collaborated closely with her clients to perform various internal audits and create value-added results. She's assisted with internal audits on key risk areas in higher education such as 'Gift processing,' 'Information security,' 'Minimum Security Standards' and 'Housing.'

 

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