Being a financially strong nonprofit is about more than the amount of cash in the bank.  Using a holistic approach, this series will explore common characteristics and best practices for sustainable financial health.

Financial Essentials

Budgeting, cost allocations, and financial reporting are essential components for allocating resources to maximize mission impact.  Meaningful information is a critical link in aligning your organization’s financial health with mission success.

Learning Objectives

1. Examine the role of budgets and cost allocations in financial assessment
2. Analyze financial reporting for external users compared to internal users

Presenter

Melodi Bunting, CPA, CMA, CGMA, Training and Career Development Manager at Wegner CPAs, develops and coordinates effective internal and external training opportunities, and constructs a career development plan for each staff member of the Assurance department. Additionally, Melodi works with the audit team performing audits and tax return preparation for a number of different tax-exempt organizations. Melodi annually attends continuing professional education seminars on accounting, auditing, compliance, and tax issues.

Other Information

• Group Internet Based
• Program Level: Basic
• 1.5 CPE credit hours in accounting
• No advance preparation required
• No prerequisites
• Refund, Cancellation, and Complaint Resolution Policy