Top 10 Mistakes NFP Finance Teams Make in Reporting and Planning

July 28 @ 1:00 pm - 2:00 pm EDT

Event Category:

Course Description:

Nonprofit finance teams are expected to deliver faster insights, support strategic decisions, and do more with limited resources. This webinar will examine the ten most common reporting and planning mistakes organizations make—from disconnected data and spreadsheet dependency to ineffective board reporting and static budgets—and share proven best practices that help finance teams improve accuracy, efficiency, and decision-making.

Learning Objectives:

Identify the 10 most common reporting and planning mistakes nonprofit finance teams make and understand why they occur.

Apply practical best practices to improve budgeting, forecasting, financial reporting, and board reporting without increasing administrative effort.

Evaluate ways to reduce reliance on spreadsheets, improve data accuracy, and create a single source of truth for financial and operational reporting.

Explore how modern planning and reporting processes can provide greater visibility, support better decision-making, and increase organizational agility.

Apply actionable ideas immediately to strengthen your organization’s financial planning and reporting processes, regardless of your current systems.

CPE Course Credit Information)

Name: Top 10 Mistakes NFP Finance Teams Make in Reporting and Planning
Start: 2026-07-28T13:00:00-04:00
End: 2026-07-28T14:00:00-04:00

Level Intermediate

NASBA (Field of Study) Finance

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

Course ID W755

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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