Understanding Standard Monthly Financial Statements
COURSE DESCRIPTION:
It’s not uncommon for an Executive Director to receive a set of monthly financial statements from their Finance team as a check-the-box monthly procedure. Financial statements can contain a lot of information, and unless you have experience in reading, understanding, and analyzing them, the information presented can appear as if it’s presented in another language.
Join us to break down a standard set of monthly financial statements you should be receiving from your Finance team and what you should be looking for. We’ll break down the financial statements into “human speak” and equip you with more knowledge so that you can properly interact with your financial statements – and hopefully your Finance team – going forward.
LEARNING OBJECTIVES:
Interpret your monthly Statement of Financial Position and Statement of Activities.
Analyze key trends in your monthly financial statements to identify significant patterns.
Formulate insightful questions to ask your Finance team after reviewing your monthly financial statements.
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. 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.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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