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CPE Self-Study
Aligning Mission and Strategy: Not-for-Profit Governance and Assurance
NASBA FIELD OF STUDY
Business Management and Organization
LEVEL
Intermediate
CPE CREDITS
Online: 1.5
Offers detail-rich examples and case studies to help you execute a clear strategy, monitor progress and evaluate results.

Not-for-Profit Section Members Save an Additional 20%

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Find out more information on the NFP Section.

CPE On-Demand
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Product details

Who Will Benefit?

  • CPAs, financial professionals and NFP board members involved in financial reporting for NFPs or reviewing NFP financial statements.

Topics Discussed

  • Role of the NFP's governing board
  • Planning considerations for each stage of an NFP's organizational life cycle
  • Business models
  • Strategic planning
  • Consensus-building strategies

Learning Outcomes:

  • Identify the role and responsibilities of the board of directors as it relates to mission and strategy.
  • Recall the steps to create a strategic plan.
  • Determine how strategic planning may be applied at each stage of the NFP's life cycle.

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Financial Reporting track.

Not-for-profits (NFPs) vary significantly in their purpose, size, and complexity, but they all have one thing in common: they exist to fulfill a societal need or accomplish a public benefit. Strategic planning helps set priorities, allocate resources, and align staff and volunteers' efforts to effectively accomplish the NFP's mission. Successful NFPs can execute a clear strategy, monitor progress and evaluate results. This CPE course offers detail-rich examples and case studies to help you apply proven techniques to strategic planning.

Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08).

Ratings and reviews
Author(s)

Cathy J. Clarke, CPA

Cathy Clarke, CPA is the Chief Assurance Officer within CliftonLarsonAllen LLP's national audit and assurance quality group and is based in the firm's national office in Minneapolis, MN. Her primary responsibilities include overseeing the audit quality with the firm, being a technical resource for her firm's audit and assurance practice and quality review of assurance and accounting engagements. She has experience in preparing and conducting training sessions for audit and accounting staff and clients of CliftonLarsonAllen LLP, the AICPA and the Minnesota Society of CPAs. She is a graduate of the University of Minnesota's Carlson School of Management. She is the immediate past chair of the AICPA's Not-for-Profit Industry Expert Panel. Throughout her career, Clarke has served a variety of clients in numerous industries, with an emphasis on not-for-profits and health care entities.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

NFP Certificates
Price:
$69.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$69.00
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CREDIT INFO
CPE credits
Online
: 1.5
NASBA Field of Study
Business Management and Organization
Level
Intermediate
Prerequisites
Experience working in or with the not-for profit industry
ADVANCE PREPARATION
None
Yellow Book Hours
Online - 1.5
Delivery Method
QAS Self-Study
Course acronym
NFP2-GRA1
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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