Sunday Afternoon Learning Opps

Financial Reserve Policies and Practices

  • Sunday, July 14
  • 03:30 PM - 04:45 PM
  • Austin Conv Center
  • Level 1, Ballroom C
  • FIN


Colleen Rozillis

Senior Manager, Business Consulting Services

Moss Adams LLP

Seattle, Washington

Jean Vock

Senior Vice President, Business Affairs / CFO

University of Nevada, Las Vegas

Las Vegas, Nevada


Financial policies are critical to establishing a strong, long-term, strategic approach to financial management. Policies related to reserve funds help maintain financial solvency and mitigate risks for an institution as it pursues its mission and strategic goals. This interactive session will include prioritization exercises and a discussion of putting appropriate reserve fund policies into practice.

Learning Objectives

  • Identify best practices for institutional reserve policies
  • Describe key elements of reserve policies for capital, operating, infrastructure, and strategic purposes
  • Develop methodologies to determine appropriate reserve levels and fund reserves