Not-for-Profit Governance and Assurance Track – Intermediate (On-Demand)


Learn how to measure performance, create a controllable budget, and drive the strategic planning process to achieve mission success. Also discussed are ethical issues, techniques to assess risks, and application of the COSO ERM Framework to develop a risk response strategy in the NFP environment. This CPE program contains e-learning exercises, targeted case studies, and detail-rich interpretations to create a flexible, dynamic learning experience you can complete online in your own time.

Learning Objectives

▪ Use a performance measurement system to apply performance measurement techniques.
▪ Recognize steps to build a realistic and controllable budget.
▪ Determine how strategic planning may be applied at each stage of the NFP’s life cycle.
▪ Assess risk, develop a risk response strategy, and apply the COSO ERM framework in the NFP environment.
▪ Identify a process to assess, design, implement, and monitor internal controls that are appropriate for an NFP’s size, complexity, and risk.
▪ Determine strategies to promote a culture of ethical management throughout the entity.
▪ Use techniques to effectively steward an NFP’s resources to achieve mission success.

Major Topics

▪ Performance measurement techniques
▪ NFP business models
▪ Grants management
▪ Diversification of revenue streams
▪ Cash flow management and operating reserves
▪ Risk assessment, response strategies, and internal controls
▪ Strategic planning
▪ Establishing a culture of ethical management
▪ Characteristics of high-performing boards of directors

Course Level
CPE Field of Study
Who Should Attend
CPAs, financial professionals and NFP staff and board members looking to deepen their existing knowledge of NFP financial responsibility, and set themselves apart as a leader in this field


Advanced Preparation


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Not-for-Profit Governance and Assurance Track – Intermediate (On-Demand)
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Not-for-Profit Governance and Assurance Track – Intermediate (On-Demand)

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