Description
Demonstrate your leadership in the not-for-profit (NFP) field. Get intermediate training on NFP accounting and financial reporting, governance and assurance, and tax compliance. This convenient certificate program appeals to all learning styles and levels and lets you work at your own pace.
- Qualifies for 20 Yellow Book CPE Credits
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.
Highlights
- 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