Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Boards and committees in the not-for-profit sector are often composed of individuals with diverse backgrounds, many of whom may not have a strong financial foundation. CPAs must bridge the gap between complex financial data and strategic decision-making, ensuring that financial information is communicated in a clear and accessible manner. This seminar will explore how CPAs can enhance their role as trusted advisors, helping boards fulfill their fiduciary responsibilities while also strengthening the organization’s financial governance.
Participants will gain a deeper understanding of governance structures, board dynamics, and the specific responsibilities that come with financial oversight in a not-for-profit context. The session will cover the key principles of governance and accountability, highlighting how CPAs can contribute to strong financial stewardship. This seminar will address common governance challenges, such as conflicts of interest, financial transparency, and risk management, providing practical approaches for overcoming these issues while maintaining ethical integrity.
A central focus will be on effective communication. Many CPAs struggle with presenting financial information to audiences that may not have technical expertise. This seminar will provide strategies for simplifying financial reports, tailoring messages to different stakeholders, and using storytelling techniques to make financial insights more engaging and actionable. Participants will learn how to frame financial discussions in a way that supports strategic decision-making, empowering board members to make informed choices that align with the organization’s goals.
Beyond financial oversight, CPAs have the potential to play a more strategic advisory role within not-for-profit organizations. The seminar will explore how CPAs can move beyond compliance and reporting to actively contribute to discussions about long-term financial sustainability, fundraising strategies, and resource allocation. By fostering strong relationships with board members and committees, CPAs can help shape policies and initiatives that drive impact and ensure the organization’s financial health.
Schedule
- September 18, 2025, 8:30 a.m. - 12:30 p.m.
- September 19, 2025, 8:30 a.m. - 12:30 p.m.
Key Takeaways
By the end of the session, CPAs will have a clearer understanding of:
- How to navigate governance complexities and communicate financial information effectively.
- How to enhance their influence as financial leaders within not-for-profit organizations.
- How to engage with boards and committees in a way that fosters transparency, strengthens decision-making, and ultimately contributes to the long-term success of the organizations they serve.
Who Will Benefit
This seminar is ideal for CPAs currently working within or advising not-for-profit organizations, including CFOs, finance directors, auditors, and consultants. It is also valuable for CPAs who serve on boards or committees of not-for-profit organizations and wish to enhance their governance expertise. Through interactive discussions and practical exercises, participants will leave with actionable insights that they can apply in their professional roles.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
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)
Michel A. Piché, CPA, CMA, has over forty years’ experience in accounting, finance and corporate services in public and private organizations. He has been CFO and Corporate Services Officer in both for-profit and non-profit organizations. Michel has a Master’s in Public Administration, is a Certified Internal Auditor (CIA) and a Chartered Director (C. Dir.).