Not-for-Profit Certificate II

Hands-on application and strategy training for not-for-profit professionals

Who Will Benefit

Nonprofit financial professionals
Professionals in public practice
CPA firms looking for higher-level application and strategy training for staff members

Key Topics

Tax compliance considerations, including fully updated information related to the Tax Cuts and Jobs Act
Key factors in defining and measuring mission success, including performance measurement, risk assessment, benchmarking, cash flow management, and forecasting
Financial statement preparation for not-for-profit organizations
Core IRS Form 990 preparations
Budgeting for not-for-profit organizations
Strategic planning for not-for-profit organizations
Design and management of internal controls

Learning Objectives

Prepare a complete set of NFP financial statements, a budget, a strategic plan, and the core IRS Form 990 and supplemental materials.
Analyze financial statements to assess an NFP’s financial health.
Evaluate facts and circumstances to determine whether a tax-exempt organization has reporting requirements or a tax liability for unrelated business income tax (UBIT).
Apply techniques to effectively steward an NFP's resources to achieve mission success, including performance measurement, risk assessment and response strategies, benchmarking, cash flow management, and forecasting.
Identify a process to assess, design, implement and monitor internal controls.

For those with a solid foundation in the core knowledge areas of nonprofit financials, Not-for-Profit Certificate II offers the hands-on application and strategic knowledge you need to advance to the next level of nonprofit financial responsibility.

Whether you work for or with a nonprofit, this 30-hour CPE program will help you apply proven best-practices to diverse nonprofit environments.

Good work requires good tools

This unique training program provides new and better insights to strengthen your financials, enhance your compliance with accounting rules, and implement best practices for all aspects of nonprofit financials, including accounting & financial reporting, governance & assurance, and tax compliance.

View courses included in this program

Spotlight your accomplishment online

Successful completion earns a digital badge you can showcase anywhere on the web — including LinkedIn, your company's website or online resume. Your Certificate and digital badge information will be sent to you once you've completed the program.

Build the practical, marketable skills you need by earning one of our popular Not-for-Profit Certificates.

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Courses included in this program

Description	SKU
Form 990 Preparation: Schedules	165411	Not-for-Profit Certificate II - Tax Compliance
Form 990 Preparation: Core Form	165412
Unrelated Business Income Taxes (UBIT)	165413
Maintaining Tax Exemption	165414
Statement of Financial Position	165421	Not-for-Profit Certificate II - Financial Reporting
Statement of Activities	165422
Statement of Cash Flows	165423
Statement of Functional Expenses	165424
Financial Statement Note Disclosures for NFPs	165425
Interpreting and Analyzing an NFP's Financial Statements	165426
Preparing Consolidated Financial Statements	165427
Aligning Mission and Strategy	165431	Not-for-Profit Certificate II - Governance and Assurance
Budget Considerations for Not-for-Profits	165432
Ethical Issues in Not-for-Profits	165433
Performance Measurement for Not-for-Profits	165434
Applying the COSO ERM Framework	165435
Risk Assessment for NFP	165436

Case studies & testimonials

Topics covered:

Financial accounting & reporting: Technical: FASB financial accounting & reporting, Intermediate
Not-for-profit: Technical: FASB financial accounting & reporting, Intermediate
Not-for-profit: Technical: Tax & regulatory, Intermediate
Not-for-profit: Technical: Governance, Intermediate

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Not-for-Profit Certificate II

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