W430: Effective Financial Messaging for Nonprofit Organizations
COURSE DESCRIPTION:
How financial information is presented and communicated is as important as the financial information itself. Accurate and timely financial reports are essential but reports that are overly complicated and hard to read are almost useless and tend to be ignored.
This interactive webinar presentation will cover useful tactics and options to enhance the effectiveness of your nonprofit organization’s financial reporting and messaging, addressing topics such as financial dashboard development, purpose-built financial messaging, and building trust and connection with financial reports among the Board, management, and staff. We will conclude with a set of quick takeaways centered around adding pre-month-end closing meetings with department managers, finding opportunities for small financial teaching moments, and discuss financial reporting options for annual reports.
LEARNING OBJECTIVES:
- – Learn about the advantages of purpose-built financial messaging and how to help the Board, staff, and other users of financial information to have trust and confidence in your organization’s financial reports.
- – Explore key concepts related to building out financial dashboards that users can relate to and use.
- – Discuss optimization tactics and strategies to improve understanding of financial reporting through the use of pre-month-end closing meetings, finding small financial teaching moments, and how best to display financial information in annual reports.
To Watch this Webinar on the Media Library CLICK HERE!
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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