Overview

Nonprofit professionals are skilled in delivering services and championing change, and in pursuit of their mission, they must also possess an understanding of the organization’s financial well-being. Join us for a discussion of a nonprofit’s fiscal responsibilities and an overview of a nonprofit’s financial statements. We’ll look at a nonprofit organization’s basic financial statements and supplemental reports as well as the core aspects of the Form 990 and the audit report.

Trish Kelly, CPA, Senior Manager, CBIZ
Adi Rubin, CPA, Managing Director, CBIZ

Program Description Nonprofit Finances for Non-Finance Professionals
Important Notice Regarding CPE:
Learning Objectives

At the end of this course, the attendee will be able to:

  • Identify basic components of a nonprofit’s financial statements, supplemental reports, as well as the core aspects of the Form 990 and the audit report.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit This session is eligible for 1.0 CPE credits in Accounting
Recommended Field of Study Accounting
Prerequisites Basic familiarity with accounting and finance
Program Level Overview – Professionals at all organization levels
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CPE-NASBA

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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