On-Demand


34 CPE

Not-for-Profit Certificate II (On-Demand) 2024

Elevating your not-for-profit expertise

On-Demand
34 CPE
  • Instructor

    Andrew
    Prather

Learning Objectives

  • Apply preparation techniques in order to complete a 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.
  • Use 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
  • Key factors in defining and measuring mission success
  • 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

Fields of study include: Auditing, Behavioral Ethics, Business Management and Organization, Finance, Taxes

CPE Credits Available

34 CPE
34
Various

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Accounting & Auditing

Prerequisites

Experience working in or with the not-for profit industry.

Advanced Preparation

None.

Intended Audience

Experience working in or with the not-for-profit industry

Provider

AICPA - Durham

Purchase This Course

  • COCPA Member

    $ 795 795
    Join
  • COCPA Non-Member

    $ 995 995
    Your Price

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