Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
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.
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.
Speak to an Advisor
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Schedule
- November 25, 2024, 12:00 p.m. - 2:00 p.m.
- November 26, 2024, 12:00 p.m. - 2:00 p.m.
- November 27, 2024, 12:00 p.m. - 2:00 p.m.
- November 28, 2024, 12:00 p.m. - 2:00 p.m.
- November 29, 2024, 12:00 p.m. - 2:00 p.m.
Key Takeaways
Upon completion of the course, you will be able to:
- 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.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
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.
Prerequisite(s)
To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Need Approval to Attend
Attendance Requirements
To earn your CPD hours and Digital Badge, you must attend 80% of live sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
How to Access the Course
We're pleased to invite you to register for our Certificate courses. Whether or not you're a CPA, you're more than welcome to join us on this learning journey. To get started, you'll need to create an account. Don't worry if you don't have a CPA Ontario ID yet; you can easily set up your account right here. Let's begin your learning adventure together.
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.
Course details will be emailed to you a week prior to the course start. If you have any questions, contact pd@cpaontario.ca.
Registration, cancellation, withdrawal and all other CPA Ontario Program policies can be found here.
Speaker(s)
Pamela Oliva has more than 25 years accounting and strategic financial management experience. As an FCPA(Aus) she has held executive level and Board positions in Canada, Australia and the UK. She is currently a Consulting CFO for Humanity Financial Management Inc, a role she has held since Feb 2023. Prior to this, she held the role as CFO for Indigenous NGO’s in both Australia and Canada for 17 years. Her Board positions have all exclusively been within the NGO sector and she currently serves on the Board of a Community Association in Calgary. Pamela has facilitated numerous Board financial governance training sessions in her capacity in CFO for Indigenous not-for-profit organisations. These sessions have been delivered face-to-face and remotely.