This newly revised course has shifted online into three, half-day, live, instructor-led sessions. We have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for virtual networking and group discussions. Recordings of all sessions will be available to all registrants:

Register early to take advantage of our 15% discount!


  • Tues, Dec 14 @ 12:30 PM - 5PM
  • Wed, Dec 15 @ 12:30 PM - 5PM
  • Thurs, Dec 16 @ 12:30 PM - 5PM

This Budgeting and Financial Reporting for Charitable and Not-for-Profit Organizations will provide leaders with an introduction to budgeting and financial reporting and discuss the best practices and requirements for financial reporting to both internal stakeholders such as the Board of Directors and the Finance Committee and for external stakeholders such as donors and government. Participants will also learn about the various accounting frameworks and revenue recognition methods consistent with the Accounting Standards for Not-for-Profit Organizations and gain insights on how to read and understand the various financial statements.


  • Learn about the financial reporting requirements for government and the best practices in financial reporting to the internal stakeholders including the board of directors, finance and audit committee, CEO/Executive Director and management staff members
  • Learn about the statements comprised within the Audited Financial Statements for not-for-profit organizations and receive coaching on how to read the statements
  • Understand the two different accounting frameworks and two different revenue recognition methods in compliance with the Accounting Standards for Not-for-Profit Organizations and gain tips on how to read statements using each framework and method
  • Understand the best practices in budgeting and budget management for nonprofit and charitable organization
  • Complete an assessment of the financial reporting and budgeting practices and gain tips on how you can to enhance financial reporting and budgeting


This program is designed for not-for-profit professionals who wish to integrate strategy, risk management and finance in a not-for-profit organization.