Certificate and Executive Programs

Non-Profit and Charity Budgeting and Financial Reporting Certificate

NOV 14 - Nov 18, 2022

Online

DATE

NOV 14 - NOV 18

2022

TIME

12:00 PM - 2:00 PM

WHO CAN ATTEND

All

PD HOURS

10 Hours

ETHICS HOURS

0 Hours

STATUS

Registration open until

Nov 06, 2022

EVENT DESCRIPTION

This certificate course consists of five, two-hour, live, instructor led zoom sessions. The interactive sessions include regularly scheduled breaks and digital breakout rooms for virtual networking and group discussions. All five sessions will be recorded and available for viewing if you miss a day or want to refresh your knowledge.

SCHEDULE

  • Monday, November 14 to Friday, November 18 - 12pm to 2pm EST (daily)

Learn how non-profit organizations and charities differ from their “for-profit” cousins.

Many CPAs work for social purpose organizations or volunteer on non-profit boards. To provide value to these organizations, CPAs need to understand the unique regulatory environment, financial management and financial governance challenges faced by non-profits.

From a compliance perspective, this certificate course will provide an overview of the following topics:

  • Useful practices in budgeting and financial reporting
  • Accounting standards for not-for-profit organizations (including non-profits and charities)
  • How to work effectively with an external auditor or accountant
  • Canada Revenue Agency (CRA) rules and regulations related to non-profits and charities

From a strategic perspective, participants will be introduced to methods to improve financial sustainability, health, performance as well as good financial governance practices to protect the assets and reputations of non-profit organizations and their directors.

KEY TAKEAWAYS

  • Examine useful practices in budgeting and financial reporting for non-profit organizations and charities
  • Understand the regulatory environment that non-profit organizations and charities are subject to
  • Learn about the unique financial challenges faced by non-profit organizations and charities

WHO WILL BENEFIT

Professionals who work or volunteer for non-profit organizations or charities. This certificate is also useful for CPAs in public practice who provide services to non-profit organizations or charities and want to understand their unique financial challenges.

NEED APPROVAL TO ATTEND?

  EMPLOYER REQUEST LETTER

PRICING

Early-bird pricing until Oct 14, 2022

$1670.00 Member

$1670.00 Student

$1920.00 Public

Status: Registration open until Nov 06, 2022

LOCATION

Online

SPEAKER(S) BIO

Gordon Holley, CPA, CA, works to build financial confidence and capacity through leadership and training across Canada’s charity and social purpose sectors. As a CPA, CA of 30 years, and CEO of humanity financial management, he loves helping leaders of community and social purpose organizations. Gordon is passionate about leveraging his decades of experience with board members and executive teams to build human, organizational and sectoral financial capacity through consulting, workshops and resources. He has over 45 years of cumulative board experience, from small community organizations to national sector bodies.

SPECIAL INSTRUCTIONS

SPECIAL INSTRUCTIONS

This certificate course consists of five, two-hour, live, instructor led zoom sessions. The interactive sessions include regularly scheduled breaks and digital breakout rooms for virtual networking and group discussions. All five sessions will be recorded and available for viewing should you miss a certain day or would simply like a refresher.

To get the full experience of this interactive course, use a computer that has video and microphone capabilities. Course details will be emailed to you a week prior to the course start. If you have any questions, contact pdevents@cpaontario.ca

Registration, cancellation, withdrawal and all other CPA Ontario Program policies can be found here.