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Budgeting Considerations for Not-for-Profits
CPE Self-study

Budgeting Considerations for Not-for-Profits

Provides examples and a case study to help you turn budgeting into a positive planning process that can help your nonprofit achieve its strategic goals and increase accountability in the budgeting process.

$55.20 - $89
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Finance

Level

Intermediate

CPE Credits

2

Author(s)

Cathy J. Clarke

Availability

1 year

Product Number

165432

 Business & partner 
Learning Outcomes
  • Budgeting pitfalls
  • Budget planning and consensus-building strategies
  • Diversification of revenue streams
  • Grants management
  • Creating an operating reserve
  • Cash flow concerns
Key Topics
  • Recognize steps to build a realistic and controllable budget
  • Differentiate between various types of revenue sources available to NFPs
  • Determine the impact of revenues subject to donor-imposed restrictions on budgeting and cash flow
  • Recognize common issues that arise during the budgeting process
  • Determine ways to increase accountability in an NFP's budgeting process
Product Details

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 - Governance and Assurance track.

Budgeting can be more than just an annual exercise of putting numbers in columns. It has the potential to establish benchmarks, measure the organization's financial health from one year to the next, and determine priorities. It is intended to be a planning tool that reflects a not-for-profit organization's programs, mission and strategic plan.

This CPE course offers you detail-rich examples and a case study that will help you turn budgeting into a positive planning process that can help your not-for-profit achieve its strategic goals and increase accountability in the budgeting process.

Included in the course resources is a downloadable budget worksheet template in Microsoft Excel, which you can customize for your organization.

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).

Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$89.00
AICPA Members
Online
$69.00
NFP Section Members
Online
$55.20

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

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6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

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Credit Info
CPE Credits
Online
2
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
Intermediate
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Yellow Book Hours
2
Instructors
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.
Shipping and delivery
Shipping costs  and sales taxes will be added later during checkout
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Budgeting Considerations for Not-for-Profits
Select from the following options:
Online
$89.00
Nonmember Price
$89.00
Price excluding sales tax
$89.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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