Best Practices in Not-for-Profit Accounting and Reporting

Overview

Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today’s best practices in not-for-profit accounting and reporting.

Objectives

Prepare not-for-profit financial statements that make a difference

Select the accounting and reporting options that work best for the individual not-for-profit

Skillfully apply today's not-for-profit accounting and reporting requirements

Highlights

The key requirements, options, and best practices seen in each of the basic financial statements

Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them

How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures

Designed For

Not-for-profit industry professionals and auditors

Prerequisites

Some introductory background in not-for-profit accounting and reporting

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Fees

Credits

Specialized Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Kerry Roberts, Surgent McCoy CPE, LLC

Leader Bios

Kerry Roberts, Surgent McCoy CPE, LLC

Kerry E. Roberts, CPA, is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry chairs the Tennessee Senate Committee for Government Operations, which oversees 260 governmental agencies in the state of Tennessee.

Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a “Big 8” accounting firm, and adjunct accounting faculty for Lipscomb University.

Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, a vintage motorcycle, two antique Triumph convertibles, and tending to a 155-year-old home.

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