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Understanding the Numbers

December 11 @ 11:00 am - 12:00 pm EST

COURSE DESCRIPTION:

While Wall Street cares about the financial results of the big companies, we like to focus on understanding how not for profit organizations are faring in their finances. It is important to employees, future employees, board members, donors, and other stakeholders to understand the financial health of an organization. During this session we will review key items to review to gain insight into the finances of an organization including reviewing the IRS Form 990, the cash flow statement, and key ratios that will all provide insight into the overall financial health of the organization.

 

 

LEARNING OBJECTIVES:

Identify key metrics used to evaluate the financial health of an organization.

Analyze the information available in the public IRS Form 990 to assess organizational financial performance.

Interpret cash flow statements to determine the financial position of an organization.

Evaluate key financial ratios and benchmarking data to make informed assessments of an organization’s financial health.

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
Course ID W557

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
Colleen Smith
Principal, O'Connor Consulting Services
Colleen Smith, CPA, Senior Director – Colleen joined OCS in 2012; during her tenure, she has supported OCS clients in a variety of ways, including managing…