21st Century Endowment Reporting – CASE VII
March, 2018
Join us in exploring the future of endowment reporting, as we share our recent presentation at the Case District VII Conference in San Francisco. We’ve partnered with the University of the Pacific and delivered practical results we’re proud of. Our presentation, now a video, offers a visual overview of our work. Please note that it’s without audio, but it provides a clear glimpse of our approach.
Our philosophy centers on clarity and practicality. We aim to simplify endowment reporting, offering guidance, counsel and unlimited support. We’re here to provide a straightforward path for your stewardship reporting journey.
Connect with us to begin your journey into 21st-century endowment reporting. The future beckons, and we’re here to help you navigate it.
Gideon Rosen
Account Supervisor, Client Engagement
Gideon Rosen
Account Supervisor, Client Engagement
Gideon helps clients with whatever is needed to make using Ovrture second nature. He leads the onboarding process to successfully launch new systems and engages with existing clients/tenants to drive adoption.