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Understanding Financials

February 1 | 8:00 AM - 12:00 PM CST

Melodi Bunting

Not-for-profit personnel often wear many hats and would prefer to leave financial reporting and financial management to “someone else”.  While not everyone needs to know the specific details of “how it is done”, it is important to understand how to read and use the financial statements for effective planning and management.

In this course we will focus on strategic thinking and how understanding the financial statements drives decision-making.  We will explore how to assess the cost effectiveness of programs, staffing levels, and fund-raising.

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.


8:00 AM – 8:15 AM – Registration

8:15 AM – 12:00 PM – Program

Fee: $50

Class size is limited to the first 20 registrants. 



February 1
8:00 AM - 12:00 PM
Event Category:


Sarah Bloom-Gustafson
(608) 442-1971


Wegner CPAs
2921 Landmark Place, Suite 300
Madison, WI 53713
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National Registry of CPE Sponsors

Wegner CPAs pending approval 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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