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Leader’s Guide to Understanding Non-Profit Financials

While not everyone needs to know the specific details of accounting and financial reporting, it is important for leaders at all levels to understand how to read and use a not-for-profit’s financial statements for effective planning and management. In this two-part webinar series, we will focus on strategic thinking and understanding how financial reporting drives decision-making. We will also explore key terminology to enhance accounting fluency.

If you are involved with leadership at any level; board of directors, executive director, development director, program manager, etc. this webinar series will offer tools for optimizing decision-making. We will consider practical applications and case studies, as well as offer suggestions and best practices.

Learning objectives:

  • Identify the key elements of Not-for-Profit financial statements
  • Distinguish between the purpose of GAAP prepared statements and internal financial reports
  • Assess financial strength and sustainability using the financial statements and other analytical tools

Presenter

Melodi Bunting, CPA, CMA, CGMA, MBA, Senior Manager, Advisory Services

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.

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