Dates and location
Hours
Dates and location
Hours
Description
Beyond simply seeking financial viability, accountants at not-for-profit organizations are uniquely positioned to ensure the organization's long-term financial sustainability. But how do we shift from a mindset of scarcity to abundance? The key is a clear financial strategy that encompasses defining financial goals and reserves planning, aligning these goals to funding opportunities, defining the true cost of program delivery, and using the organization's financial statements to effectively communicate the organization's financial story.
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Key Takeaways
By the end of this course, you will understand:
- Designing a reserves strategy that addresses your organization's unique context to ensure long-term sustainability.
- Aligning the funding strategy to achieve the greatest impact.
- Calculating the true cost, including overhead, of program delivery for strategic budgeting.
- Communicating an effective financial story so your stakeholders understand and continue to support the organization's allocation of resources.
Who Will Benefit
All CPAs and finance professionals who work for or advise Not for Profit organizations.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal. You can also access your course through the Blackboard Learn app (iOS or Android).
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Ninette Bishay, CPA, CA, is an Assurance Partner and Co-Leader of the Charities & Not-for-Profit Service Team at the accounting firm, Adams & Miles LLP, and has been providing assurance, tax and advisory services exclusively to this sector for almost 20 years. Ninette serves as the Treasurer and Chair of the Risk Management, Finance & Audit Committee of Imagine Canada and Treasurer of the CAGP Foundation, among other Board-volunteer positions.