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A Leader’s Guide to Understanding Not-for-Profit Financials

February 4 | 8:30 AM - 12:00 PM CST

Melodi Bunting

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 class, 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 class 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

Our instructor for this class is Melodi Bunting, CPA, CMA, CGMA, Training and Career Development Manager at Wegner CPAs. Melodi 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.


February 4, 2020

8:15 AM – 8:30 AM – Registration

8:30 AM – 12:00 PM – Presentation

Fee: $50

Class size is limited to the first 20 registrants.




Other class information



February 4
8:30 AM - 12:00 PM
Event Categories:


Abby Nicola
(262) 696-5185


MRA Conference Center
N19 W24400 Riverwood Drive
Waukesha, WI 53188 United States
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National Registry of CPE Sponsors

Wegner CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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