Nonprofit Financials:
What Your Board Needs to Know


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(Available for viewing
until 09.27.2018)

$215.00 Nonprofit Financials: What Your Board Needs to Know - A webinar for nonprofit board members, financial staff and leadership (OnDemand Recording- Active for 12 months from 09.27.17)

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$1397.00 The Association Webinar Training Pass (Includes 12 months of unlimited live and archived webinars)
Webinar Details

Subject: Finance

Your board’s most important job is to keep your nonprofit in the black. 

The trouble is, not all great board members are CPAs--they don’t need to be.  But they do need to know the basics so they can meet their legal and fiduciary duties to keep your nonprofit growing.

Here’s how to properly train them before the next board meeting.

Register today for Nonprofit Financials: What Your Board Needs to Know. 

In this 90-minute webinar, a CPA who specializes in serving nonprofit clients shows your board how to understand nonprofit financials to protect your future and theirs.

Make your next board meeting a breakthrough. Nat Bartholomew will free your members from simply rubber stamping committee recommendations. He’ll quickly bring them up to speed on their fiduciary duties and on how to evaluate financial decisions and set the right course. Step by step, you will learn how to understand your organization’s financial structure and assess the right fiscal and accounting strategies to protect and sustain your growth.

Register today to build a stronger board with the financial and accounting know-how to guide your nonprofit, including:

  • How to most effectively prepare for board meetings
  • How to assess the impact of various revenue streams on financial health
  • What the board’s treasurer and finance and audit committees must do
  • How to recruit the best-qualified board members to fulfill these roles
  • How to meet due diligence requirements in reviewing board materials
  • What specifics to look for within financial records
  • Best practices for optimizing nonprofit liquidity and cash flow

Your members may not be CPAs, but this audience conference will teach them how to think like CPAs so they can carry out their duties – and carry your organization forward.

Register today and let Nonprofit Financials: What Your Board Needs to Know, chart the right course for your financials.  

Meet Your Trainer
Nat Bartholomew, CPA, Principal, CliftonLarsonAllen LLP- Nat is the Partner in Charge of the Association and Membership Organization practice and has more than 24 years of public accounting experience. For more than 20 of those years, he has exclusively served nonprofit clients and is a nationally recognized expert in audit, accounting, tax and technology issues facing associations and their related for-profit and not-for-profit organizations.  Nat is a frequent speaker and author, and has addressed the memberships of the American Society of Association Executives (ASAE), the Greater Washington Society of CPAs (GWSCPA) and several of the country’s leading not-for-profits.

Who Will Benefit
This session is of value to everyone who is vested in the sustainability of a nonprofit, including:

  • Nonprofit accountants
  • Board members/chairs
  • CPAs
  • COOs
  • CFOs
  • Training managers

With governance under such intense scrutiny, board members can’t just rubber-stamp committee recommendations: they have to be 100% clear on what the financials are and what fiscal and accounting practices are needed keep their nonprofit in the black. Get them the training they need to carry out their legal duty and carry your nonprofit forward.

CAE Credits: All live webinar attendees are eligible for 1.5 CAE credit hours. Association TRENDS is a CAE Approved Provider. Our programs meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. We will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org

CPE Credits: Association TRENDS, a division of Columbia Books Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org Prerequisite: None.

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