Self-Study

Not-for-Profit Certificate II program

  • Monday, May 1, 2017 – Monday, April 30, 2018

  • 30
    CREDITS
    Business Management and Organization, Ethics, Finance, Taxes

After completing this course, you will be able to successfully prepare financial statements, complete the Form 990, build complex budgets, and guide the strategic planning process. You'll also learn how to perform risk assessments, proactively respond to tax compliance issues, measure performance, and work with an organization's governing board to achieve mission success. Plus, experts provide practice tips to help you tailor your methods to address the challenges of nonprofits of all sizes.

Objectives

  • Prepare a complete set of NFP financial statements, the core IRS Form 990 and supplemental materials, budget and strategic plan
  • Analyze financial statements to assess the financial health of an NFP
  • Evaluate facts and circumstances to determine whether a tax-exempt organziation has reporting requirements or a tax liability for unrelated business income tax
  • Apply techniques to effectively steward an NFP's resources to achieve mission success, including performance management, risk assessment and response strategies, benchmarking, cash flow management, and forecasting
  • Identify a process to assess, design, implement, and monitor internal controls

Additional Information

Designed For

CPAs, financial professionals and NFP staff and board members looking to deepen their existing knowledge of NFP financial responsibility, and set themselves apart as a leader in this field

Vendor

American Institute of CPAs

Field of Study

Business Management and Organization, Ethics, Finance, Taxes

Course Number

17AIS0059

Level of Knowledge

Intermediate

Add to Cart

View All Courses