Nonprofits can be large, complex, global-scope business entities with high public visibility, challenging external reporting, tax compliance issues, and significant demand for internal management information. This seminar focuses on tools to deliver strategy-based, action-oriented, decision-useful management accounting and reporting services to the widely diverse business entities comprising today’s vibrant, thoroughly modern nonprofit business sector.

Topics Discussed Include:

How Culture Shapes Information Needs
- Recognize common “nonprofit culture” traits
- Understand nonprofit internal accountability
- Understand the Board’s role
- Identify your decision-making style
Strategic Performance Management:
- Go beyond the mission statement
- Enhance focus on execution
- Apply performance improvement concepts
- Learn how to protect your exempt status
Performance Management Decision Support:
- Support grant-writing and application
- Know the art and science of membership dues
- Plan for-fee service profitability goals
- Track restricted versus unrestricted funds
Nonprofit Management Reporting

Bring your business to life
Create compelling management reports
Consider making your nonprofit open book
Build a balanced scorecard with total reach

Cases and Group Discussion

The seminar includes group discussion and five exercises or case studies.

Additional Information

Target Audience: Controllers, CFOs , Nonprofit board members

Level of Knowledge: Intermediate

CPE Credit: 8 hours group live

Area of Study: Management

Prerequisite: General knowledge of nonprofit business and financial conventions

Adv. Preparation: None

Author: Diane D. White

Acronym: NPFM

Scheduling: Schedule along with Driving Corporate Performance or Only Financial Officer to make a 2-day series

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Non-Profit Financial Management

Critical Competencies, Knowledge and Tools

Topics Discussed Include:

Cases and Group Discussion

Additional Information


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