Practical Tips for Not-For-Profit Financial Leaders

Overview

This course provides you with hundreds of useful and practical tips for accountants working in the Not-For-Profit sector. As a finance leader, you are expected to be able to deal with a myriad of issues and situations. You have your experience and what you learned from colleagues and mentors, but this course will provide you with many more veteran tips, including many unconventional ones. You won’t find these tips in courses or text books, but you’ll be able to use many of them. The course was created and is presented by an experienced CFO, with extensive real-life insight, who has created a number of courses and has spoken to over 16,000 accountants. It includes a very practical case on improving your internal financial reporting package. This course contains 1.0 ethics credits.

Objectives

ú Identify key performance indicators for not-for-profit organization ú Identify ways to get the most out of your bank ú Outline ethical approaches for ethically challenging situations ú State ways of optimizing the work of cost-saving consultants ú Identify critical steps when changing jobs ú Select creative thinking options to solve problems ú Identify fast close methodologies ú State methods of reducing legal, audit and other costs ú Recall useful technology tips ú Recognize the application of useful financial reporting tips ú Apply tips to help with Boards of Directors ú Recognize concerns associated with fund-raising approaches

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.