AICPA Certificate Programs

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.

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.

Learning 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 organization 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.

Who Will It Benefit?

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

Details

• Field of Study: Taxes, Business Management & Organization, Finance, Behavioral Ethics, Accounting (Governmental)
• Level: Intermediate
• CPE Credit: 30