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

September 10, 2019 | 12:00 PM - 2:00 PM CDT

|Recurring Event (See all)

One event on September 12, 2019 at 12:00 PM

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 webinar, 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 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.


September 10 and September 12, 2019

12pm – 2pm CDT / 1pm – 3pm EDT / 10am – 12pm PDT

Fee: $50

Class size is limited to the first 20 registrants.

Other class information






September 10, 2019
12:00 PM - 2:00 PM
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Christin Biermeier


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: