Practical Tips for Not-For-Profit Financial Leaders

This seminar covers useful tips for accountants who work for Not-For-Profit organizations. The tips are illustrated through concrete examples derived from real experience. 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. Value will also be derived from the sharing of experiences and practices by the participants. An in-depth, financial reporting improvement case, set in the sector, will give attendees dozens of ideas to improve their financial reporting. The seminar 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 thousands of accountants.

(This seminar contains 1.0 verifiable ethics hours)

AGENDA:

• Tips on key indicator reporting
• More useful financial reporting
• Getting the most out of your bank
• Cost-cutting tips
• The fast close
• Ethics in a Not-For-Profit context
• Creative thinking for accountants
• Auditors & lawyers: minimizing costs
• Brainstorming on Not-For-Profit sector challenges
• Managing your board
• What to do when you join a new employer in the sector

WHO SHOULD ATTEND: 

Accountants at any level who work or volunteer in the Not-for-Profit sector. Accountants in public practice who advise clients in the Not-For-Profit sector.

Speaker: Stephen Priddle, CPA, CA, CMA, President and Founder of Practical PD