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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


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.



  • 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

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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…