On-Demand


30 CPE

Not-for-Profit Certificate II Program

Hands-on application and strategy training for not-for-profit professionals

On-Demand
30 CPE

Learning Objectives

  • Prepare a complete set of NFP financial statements, a budget, a strategic plan, and the core IRS Form 990 and supplemental materials.
  • Analyze financial statements to assess an NFP’s financial health.
  • Evaluate facts and circumstances to determine whether a tax-exempt organization has reporting requirements or a tax liability for unrelated business income tax (UBIT).
  • Apply techniques to effectively steward an NFP's resources to achieve mission success, including performance measurement, risk assessment and response strategies, benchmarking, cash flow management, and forecasting.
  • Identify a process to assess, design, implement and monitor internal controls.

Major Topics

  • Tax compliance considerations, including fully updated information related to the Tax Cuts and Jobs Act
  • Key factors in defining and measuring mission success, including performance measurement, risk assessment, benchmarking, cash flow management, and forecasting
  • Financial statement preparation for not-for-profit organizations
  • Core IRS Form 990 preparations
  • Budgeting for not-for-profit organizations
  • Strategic planning for not-for-profit organizations
  • Design and management of internal controls

CPE Credits Available

30 CPE
14
Accounting (Governmental)
2
Behavioral Ethics
3.5
Business Management & Organization
2
Finance
8.5
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Experience working in or with the not-for profit industry

Intended Audience

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.

Provider

AICPA

Purchase This Course

  • MACPA Member

    $ 779 779
    Join
  • MACPA Non-Member

    $ 975 975
    Your Price

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