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. All five sessions will be recorded and available for viewing if you miss a day or want to refresh your knowledge.
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Schedule
- February 9, 2026, 12:00 p.m. - 2:00 p.m.
- February 10, 2026, 12:00 p.m. - 2:00 p.m.
- February 11, 2026, 12:00 p.m. - 2:00 p.m.
- February 12, 2026, 12:00 p.m. - 2:00 p.m.
- February 13, 2025, 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.
Need Approval to Attend
Attendance Requirements
To earn your CPD hours and Digital Badge, you must attend 80% 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
This CPA Ontario course is a live virtual certificate program delivered over five live sessions. We recommend you join five minutes prior to the scheduled starting time of each session. Recordings of all sessions will be available to all registrants.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Gordon Holley, CPA, CA, works to build financial confidence and capacity through leadership and training across Canada’s charity and social purpose sectors. As a CPA, CA of 30 years, and Co-Founder & Advisor at Humanity Financial Management, he loves helping leaders of community and social purpose organizations. Gordon is passionate about leveraging his decades of experience with board members and executive teams to build human, organizational and sectoral financial capacity through consulting, workshops and resources. He has over 45 years of cumulative board experience, from small community organizations to national sector bodies.