Nonprofits have unique challenges and compliance requirements that necessitate leaders devoted to the mission and making a difference. In this series, we will explore the vital leadership roles and responsibilities of nonprofit governance.

Planning for the Future

Understanding financials to monitor financial health and plan for the future is critical.  Yet financial reports are often not easy to comprehend and utilize for decision-making.

Learning Objectives

1. Identify essential business practices for financial health and sustainability
2. Determine key elements for dashboard reporting

Presenter

Melodi Bunting, CPA, CMA, CGMA, Senior Manager, Advisory Services at Wegner CPAs

Melodi returned to public accounting when she joined Wegner CPAs’ in 2014 after teaching in higher education, consulting with not-for-profits, and preparing consolidations and international reporting for a retailer. While at Wegner she has been developing and teaching a variety of internal and external training opportunities as well as working with the audit team performing audits, reviews, and advisory services.  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