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S303: How to Craft a Compelling Story for Your Organization Using Financial Footnotes and Forms (990)

November 30, 2022 @ 1:30 pm - 2:30 pm EST

COURSE DESCRIPTION:

There is  more to your nonprofit than just the numbers on your 990 and financial statements.  Sophisticated donors often delve deeper than just the numbers before making contributions.  Learning to tell your organization’s story via IRS 990 and the financial statement footnotes is significant to your organization’s success.

 

LEARNING OBJECTIVES:

  • Learn to use the 990 to tell the story.
  • Learn to use the financial statement footnotes to tell the story.
  • Learn to work cross-department to develop the story.
Level Intermediate
NASBA (Field of Study) Accounting
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based

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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INSTRUCTORS
Rob Eby, CPA, CGMA
Partner National Nonprofit Segment Leader, Aprio LLP
NONPROFIT ACCOUNTING EXPERTISE | As a partner in Aprio LLP’s Nonprofit Services Group, I am a results-driven practitioner who specializes in assurance and consulting services…
Stacy Cullen
Tax Director, Aronson LLC
Stacy Cullen, JD, LLM, is a director in Aronson’s Nonprofit and Associations Services Group. Stacy has a wealth of experience assisting clients with all aspects…