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Practical Tips for Not-For-Profit Financial Leaders

PRACTICAL TIPS FOR NOT-FOR-PROFIT FINANCIAL LEADERS

CPE Processing Fee$150.00
Webinar TranscriptionN/A
Presentation Length Hour(s)7.5 hours
CPE Credits 7.5 hours
Subject Areas 6.5 - Finance
1.0 - Ethics (Behavioral)
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateApril 12, 2022
Date OfferedApril 12, 2022
Expiration DateApril 12, 2023
Series: Non-Profits
Course Description

This 7.5 credit Online Self-Study Video course provide you with hundreds of useful and practical tips for accountants working in the Not-For-Profit sector.

As a finance leader, you are expected to be able to deal with a myriad of issues and situations. You have your experience and what you learned from colleagues and mentors, but this course will provide you with many more veteran tips, including many unconventional ones. You won’t find these tips in courses or text books, but you’ll be able to use many of them.

The course was created and is presented by an experienced CFO, with extensive real-life insight, who has created a number of courses and has spoken to over 16,000 accountants. It includes a very practical case on improving your internal financial reporting package.
In this video course, the instructor provides highlights from past live session discussions and polls.


Learning Objectives.


  • Identify key performance indicators for not-for-profit organization

  • Identify ways to get the most out of your bank

  • Outline ethical approaches for ethically challenging situations

  • State ways of optimizing the work of cost-saving consultants

  • Identify critical steps when changing jobs

  • Select creative thinking options to solve problems

  • Identify fast close methodologies

  • State methods of reducing legal, audit and other costs

  • Recall useful technology tips

  • Recognize the application of useful financial reporting tips

  • Apply tips to help with Boards of Directors

  • Recognize concerns associated with fund-raising approaches

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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Additional Materials
Course Materials.
Webinar Technical FAQs
Review Questions
Review Questions
QUESTION 1: 00:37:00 minutes
QUESTION 2: 03:50:00 minutes
QUESTION 3: 04:55:00 minutes
QUESTION 4: 04:10:00 minutes
QUESTION 5: 04:37:00 minutes
QUESTION 6: 04:42:00 minutes
QUESTION 7: 04:42:00 minutes
QUESTION 8: 04:55:00 minutes
QUESTION 9: 05:07:00 minutes
QUESTION 10: 05:10:00 minutes
QUESTION 11: 05:30:00 minutes
QUESTION 12: 05:50:00 minutes
QUESTION 13: 01:09:00 minutes
QUESTION 14: 06:04:00 minutes
QUESTION 15: 06:05:00 minutes
QUESTION 16: 06:10:00 minutes
QUESTION 17: 06:12:00 minutes
QUESTION 18: 01:49:00 minutes
QUESTION 19: 02:10:00 minutes
QUESTION 20: 02:30:00 minutes
QUESTION 21: 02:50:00 minutes
QUESTION 22: 03:10:00 minutes
QUESTION 23: 03:14:00 minutes
QUESTION 24: 03:30:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD. He has created all of Practical PD's seminars and also presents them. 

Stephen's primary occupation is the Vice-President, Finance, Chief Financial Officer and Corporate Secretary of the SureWx Inc. group of companies (Canada, USA, UK, Netherlands)  SureWx is a global aviation business, an industry leader in the area of assisting airlines optimizing winter operations.  Although he enjoys speaking, he only wants to do it on the side, he likes his real-world job.

​An engaging and experienced seminar leader, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humor, he serves up useful and dynamic seminars.  When speaking, he is candid about errors he has made in his career and the lessons that can be learned from them. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting storyteller, who draws out the lessons from the stories.

​Stephen’s teaching experience includes presenting accounting seminars for over 40 accounting bodies and organizations in Canada and abroad. He is a Session Leader in the new CPA Professional Education Program and has taught at the University of Toronto and Carleton University. He has moderated in the legacy Canadian CMA Strategic Leadership Program and taught in the CA program and the CGA program. Stephen is a prolific author. His published business, accounting, and finance cases are used by many organizations.

​Stephen has over 35 years of varied business experience. After working with KPMG for five years, he moved into the industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition, and other business matters. Through his seminars, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics.

He advises a number of businesses and not-for-profit organizations and sits on the Board of SureWx Inc. He sat on the  Advisory Board of Valydate Corporation until its 2017 acquisition by Mentor Graphics, a Siemens company.

​Stephen obtained his CPA, CA, and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Practical PD offers popular courses as self-study videos, webinars, and in-person seminars and conference sessions that over 16,000 have taken. The sessions are offered directly as well as through partners, usually professional accounting bodies. They are geared toward all types of accountants, particularly controllers, CFOs, directors of finance, treasurers, and accounting managers, as well as accountants in public practice who advise clients. The tips and topics are also useful for financial leaders from large corporations, owner-managed businesses, Not-For-Profit organizations, public accountants, and those in the public sector.