Non-Profit Training
Non-Profit Insights
Wegner CPAs Non-Profit Insights trainings take a deeper dive into important financial and accounting related topics for non-profit executive directors, finance directors, bookkeepers and accounting staff.
Some of our regularly scheduled programming includes our Certified Nonprofit Accounting Professional (CNAP) course, and topics such as Fundamentals of Non-Profit Accounting, Leader’s Guide to Understanding Non-Profit Financials, Essentials of Nonprofit Revenue, and more. If you need something more specific for your organization we can also develop and conduct a completely customized on-site or virtual training.
As a NASBA certified organization, our Non-Profit Insights trainings offer CPE credits for attendees, and have a fee associated with them.
Non-Profit Essentials
Wegner CPAs Non-Profit Essentials trainings include quarterly educational webinars as well as our non-profit speakers bureau and board training. These trainings provide a no-cost opportunity to learn about new regulations, ideas, and systems to better manage your organization. All Nonprofit Essentials webinars are free to attend, and no CPE is offered.
Upcoming Trainings
Certified Nonprofit Accounting Professional
Do you want to move up the ladder by building your financial skill set; are you new to your nonprofit financial position; or are you an experienced professional looking for a way to build your staff’s skills? If so, then Wegner CPAs’ CNAP training series is for you!
The Certified Nonprofit Accounting Professional (CNAP) program is designed to recognize excellence in the not-for-profit industry through comprehensive qualification, training, and examination. The program is beneficial for bookkeepers, staff accountants, and any professional charged with the financial management of a non-profit organization. Through a minimal time commitment, participants receive intensive training from individuals dedicated to serving non-profit organizations.
Our non-profit speaker’s bureau offers a number of one hour board training programs for non-profit organizations led by professionals with in-depth knowledge and expertise in non-profit management and governance. Non-profits may receive two of these sessions free of charge. Browse the list of topics available through our non-profit speaker’s bureau, and contact us for more information.If you are looking for something more specific for your board or organization, we can develop a completely customized training plan, and deliver the course on-site or virtually.
- Financial Sustainability of Nonprofit Organizations
- Financial Responsibilities of Board Members
- How to Read and Understand Nonprofit Financial Statements
- Strategies to Navigate through a Financial Storm
- Benchmarking for Nonprofit Organizations
- Protecting Your Organization Against Fraud
- Obtaining and Maintaining Tax Exempt Status for Small Nonprofits
- Understanding and Reviewing the IRS Form 990
- Funding Your Future: A Guide to Nonprofit Reserves
- Nonprofit Financial Management and Budgeting
From Our Clients
"Thank you for taking the time to meet with us and teach us about non-profit financials! We certainly had no idea how complex the flow of money within not-for-profits was going into it, but you broke it all down in a very clear, easy to understand, and foundation-specific way that gave us an incredible appreciation for the role finances play in our organization's health and functioning. Your presentation provided a solid introduction and primer to a topic we will continue learning about in the months - and hopefully years - to come. Thank you so much! "
The Leopold Foundation
Talk with an Expert
Need more guidance than what you’re finding here? Reach out to one of our expert team members for answers to your specific questions.
View All Services
Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.
Financial News
For the latest on what’s happening in the financial world, and to find more helpful tips and information for individuals, businesses and non-profits alike, check out our blog.
From Our Clients
“I was new at my position when I began working with Wegner. My confidence has grown knowing that I can rely on the professionals at Wegner to answer any questions and make recommendations that will ensure the success of our organization. We were given sound advice enabling the organization to increase its investment income while at the same time protecting our assets, a key element for a non-profit organization. I trust and respect our audit team and look forward to their annual visit.”
Vicki Graff
Business Manager, Wisconsin Conference UCC
Business Manager, Wisconsin Conference UCC
“Our organization now enjoys the audit process instead of dreading it thanks to Wegner CPAs. The support and resources they provide are invaluable.”
Patti Seger
Executive Director, End Domestic Abuse Wisconsin
Executive Director, End Domestic Abuse Wisconsin
“Wegner CPAs have taken the time to research and understand our rather unique industry and its regulations. It’s a sign of their commitment to providing excellent service. They make themselves accessible to our team members which speaks volumes on how much they care about their clients.”
Salli Martyniak
Executive Director, Forward Community Investments, Inc.
Executive Director, Forward Community Investments, Inc.
“Our non-profit organization has used Wegner CPAs for over a decade for our annual audit and tax return preparation. Their expertise and experience make the entire process go smoothly each and every year. They are a pleasure to work with and are always ready to help us with any questions we might have along the way.”
Jeffrey Lentz
Office Manager, Mid-Continent Railway Historical Society, Inc.
Office Manager, Mid-Continent Railway Historical Society, Inc.
From Our Clients
“I was new at my position when I began working with Wegner. My confidence has grown knowing that I can rely on the professionals at Wegner to answer any questions and make recommendations that will ensure the success of our organization. We were given sound advice enabling the organization to increase its investment income while at the same time protecting our assets, a key element for a non-profit organization. I trust and respect our audit team and look forward to their annual visit.”
Vicki Graff
Business Manager, Wisconsin Conference UCC
Business Manager, Wisconsin Conference UCC
“Our organization now enjoys the audit process instead of dreading it thanks to Wegner CPAs. The support and resources they provide are invaluable.”
Patti Seger
Executive Director, End Domestic Abuse Wisconsin
Executive Director, End Domestic Abuse Wisconsin
“Wegner CPAs have taken the time to research and understand our rather unique industry and its regulations. It’s a sign of their commitment to providing excellent service. They make themselves accessible to our team members which speaks volumes on how much they care about their clients.”
Salli Martyniak
Executive Director, Forward Community Investments, Inc.
Executive Director, Forward Community Investments, Inc.
“Our non-profit organization has used Wegner CPAs for over a decade for our annual audit and tax return preparation. Their expertise and experience make the entire process go smoothly each and every year. They are a pleasure to work with and are always ready to help us with any questions we might have along the way.”
Jeffrey Lentz
Office Manager, Mid-Continent Railway Historical Society, Inc.
Office Manager, Mid-Continent Railway Historical Society, Inc.
From Our Clients
“I was new at my position when I began working with Wegner. My confidence has grown knowing that I can rely on the professionals at Wegner to answer any questions and make recommendations that will ensure the success of our organization. We were given sound advice enabling the organization to increase its investment income while at the same time protecting our assets, a key element for a non-profit organization. I trust and respect our audit team and look forward to their annual visit.”
Vicki Graff
Business Manager, Wisconsin Conference UCC
Business Manager, Wisconsin Conference UCC
“Our organization now enjoys the audit process instead of dreading it thanks to Wegner CPAs. The support and resources they provide are invaluable.”
Patti Seger
Executive Director, End Domestic Abuse Wisconsin
Executive Director, End Domestic Abuse Wisconsin
“Wegner CPAs have taken the time to research and understand our rather unique industry and its regulations. It’s a sign of their commitment to providing excellent service. They make themselves accessible to our team members which speaks volumes on how much they care about their clients.”
Salli Martyniak
Executive Director, Forward Community Investments, Inc.
Executive Director, Forward Community Investments, Inc.
“Our non-profit organization has used Wegner CPAs for over a decade for our annual audit and tax return preparation. Their expertise and experience make the entire process go smoothly each and every year. They are a pleasure to work with and are always ready to help us with any questions we might have along the way.”
Jeffrey Lentz
Office Manager, Mid-Continent Railway Historical Society, Inc.
Office Manager, Mid-Continent Railway Historical Society, Inc.