On-Demand
Reserves Planning for Nonprofit Organizations (1st Ed.)
Member
$49.00
Nonmember
$59.00
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Overview
This course provides a practical overview of reserves planning and its critical role in supporting nonprofit financial stability and mission success. Participants will learn why reserves are important, how to determine an appropriate reserves target based on organizational risks and needs, and the key components of reserves, including working capital, risk reserves, and general reserves. The course also highlights best practices for aligning reserves planning with strategic and financial goals, helping nonprofit leaders and finance professionals make informed, balanced decisions in an evolving environment.
Product Code
1000005062
Credit Type
CPE: 1CPE-AA: 1CPE-GT: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, CFOs, controllers, executive directors, attorneys and financial staff who work in a not-for-profit organization. CPAs who audit or prepare financial statements for not-for-profit organizations. Nonprofit board members who want a better understanding of financial issues facing their organizations.
NASBA Field of Study
Accounting (Governmental)
Level of Difficulty
Update
Prerequisites
Basic understanding of not-for-profit organizations.
Advance Preparation
None
Learning Objectives
Major Subjects
- How Non-Profits are Navigating the Great Resignation
- Best Practices to Effectively Train Your Board/Finance Members
- Due Diligence for M&A in the Non-Profit Space
- Single Audit Update
- Implementation of New Standards
- Audit Standards Update
Faculty
Venue
Westin Bonaventure Hotel & Suites
404 S Figueroa St, Los Angeles, CA, 90071
Get DirectionsBook your group rate for CalCPA—Room block cut-off date is April 26, 2022.
Enjoy your stay at the Westin Bonaventure at a rate of $189 + tax per night.
Hotel guests receive free 24-hour access to the Fitness Studio and complimentary high-speed internet.
Parking: $24 Day-use; $35 discounted valet parking.
Effective Feb. 23, 2022: Individuals who are fully vaccinated may be unmasked while indoors. Proof of vaccination is a requirement. Those who are not vaccinated are required to wear a mask at all times except for while eating or drinking.