Budgeting Considerations: Not-for-Profit Governance and Assurance

Online Course Available 24/7 CPE: 2.0 Format: On-Demand
COURSE DESCRIPTION

Budgeting can be more than just an annual exercise of putting numbers in columns. It has the potential to establish benchmarks, measure the organization’s financial health from one year to the next, and determine priorities. It is intended to be a planning tool that reflects a not-for-profit organization’s programs, mission and strategic plan.

This CPE course offers you detail-rich examples and a case study that will help you turn budgeting into a positive planning process that can help your not-for-profit achieve its strategic goals and increase accountability in the budgeting process.

Included in the course resources is a downloadable budget worksheet template in Microsoft Excel, which you can customize for your organization.

LEARNING OBJECTIVES
When you complete this course, you will be able to:
Recognize steps to build a realistic and controllable budget
Differentiate between various types of revenue sources available to NFPs
Determine the impact of revenues subject to donor-imposed restrictions on budgeting and cash flow
Recognize common issues that arise during the budgeting process
Determine ways to increase accountability in an NFP’s budgeting process
MAJOR TOPICS
Budgeting pitfalls
Budget planning and consensus-building strategies
Diversification of revenue streams
Grants management
Creating an operating reserve
Cash flow concerns
COURSE DETAILS
CPE FIELD OF STUDY
Finance (2.0 Credits)
WHO SHOULD ATTEND
CPAs, financial professionals and NFP staff and board members looking to deepen their existing knowledge of NFP financial responsibility, and set themselves apart as a leader in this field
PREREQUISITES
Knowledge of not-for-profit sector and basic governance requirements
COURSE LEVEL
Intermediate

MACPA MEMBER


$ (% off)
$69.00
Price includes $xx early registration discount(s) - expires xx/xx

NON-MEMBER


$ (% off)
$89.00
Price includes $xx early registration discount(s) - expires xx/xx
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