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Self-Study

Financial Oversight, Budget and Strategy: Not-for-Profit Governance and Assurance

Valid for one year from purchase date
Self-study - On-Demand
2 CPE (2 non-technical)  |  2 Yellow Book

Course code: 26SI-0151
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If your organization is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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Strong ethical and fiduciary oversight by those charged with governance of a not-for-profit entity (NFP) is imperative to maintaining the public's trust. Funds provided to an NFP, whether through contributions, government grants, appropriations, or from the sale of goods or services, are given by individuals, grant-makers, sponsors, and other supporters who have the expectation that their contributions will further the NFPs mission.

Major subjects

  • Roles and responsibilities of NFP boards.
  • Analyzing an NFP's financial health.
  • Key accounting policies unique to NFPs.
  • Budget best practices.
  • Ethical fundraising.

Learning objectives

  • Identify roles and responsibilities of a typical NFP's board and management with respect to financial oversight.
  • Recognize common ratios used to analyze the financial health of an NFP.
  • Recognize key accounting policies unique to NFPs.
  • Recall best practices in preparing and monitoring a successful budget for NFPs.
  • Recall the principles of ethical fundraising and responsible stewardship of contributed resources.

Who should take this program?

  • CPAs, board members and accounting professionals new to NFPs or in need of a refresher.

Pricing

Standard Member Fee $69.00
checkmark Standard Nonmember Fee $85.00

MNCPA members save $16.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $85.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

If your organization is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

More program information

Area
of study
Not-for-profit
Field(s)
of study
Business Management & Organization - Non-Technical (2.0)
Level Basic
Format Self-study - On-Demand
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. None
Advance
prep
None

Related programs

Sept. 24, 2026 | Effective Governance for Not-for-Profit Success | Webinar

Sept. 28, 2026 | MNCPA Not-for-Profit Conference | Bloomington, MN

Oct. 1, 2026 | Not-For-Profit Organizations: Financial Overview | Webinar

Oct. 9, 2026 | Analytical Procedures for Not-for-Profits | Webinar

Oct. 20, 2026 | Serving on a Nonprofit Board: Roles, Responsibilities and Governance | Webinar

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