Accounting & Reporting for Not-for-Profit Organizations - web based option -

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  • Date/Time
    • Sep 22, 2020
    • Sign In: 7:45am (MT)
    • Program: 8:00am - 3:45pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
  • Credits
    • 8.00
  • Credit Type(s)
    • Accounting - Governmental (8.00)
  • Prerequisites
    • Experience in the not-for-profit environment

  • Vendor
    • *** ISCPA ***
  • Level
    • Intermediate
  • Fields of Study
    • Accounting & Auditing
    • Not for Profit
  • Message
    • Webinar - Viewing From Computer

Description

Do you need to enhance your not-for-profit accounting skills? Through a case- study-intense, highly interactive, classroom environment, this CPE course provides you with the tools necessary to go beyond the theory and create value-added services for your clients. This course allows you to examine, evaluate and perform case studies which will enhance your working knowledge of fundamental not-for- profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits and options allowed under generally accepted accounting principles. FASB’s financial statement standard updates and revenue recognition standards are included in this course.

Designed For

  • Auditors, practitioners and accounting and finance professionals of not-for-profit organizations
  • Objectives

  • Identify major components of accounting and reporting in not-for-profit organizations.
  • Recognize appropriate accounting for recording and recognizing contributions.
  • Identify concepts related to valuation of contributed services and promises received near year-end.
  • Highlights

  • Financial statement presentation
  • Statement of activities
  • Statement of financial position and statement of cash flow
  • Note disclosures
  • Contribution concepts
  • Contribution versus exchange transactions
  • Functional expense and allocation of costs
  • Endowments
  • Operating versus non-operating
  • Split interest agreements and beneficial trusts
  • Agency transactions
  • Programmatic investments
  • Common financial statement mistakes
  • Advanced Prep

  • Download PDF manual - view your upcoming events in "My CPE" on website
  • Test your computer/device for compatibility with virtual meeting space well in advance of your webinar
  • Register Now

    Leaders

    Jeanette Bax-Kurtz

    Jeanette Bax-Kurtz is the Director of Not-for-Profit and Regulatory Services for Mueller Prost and coordinates the firm’s delivery of audit, tax and advisory services to tax exempt and other organizations, including not-for-profit, real estate, and healthcare industries. Her considerable knowledge base has been the source of assistance for many directors, trustees, government agencies, owners and consultants in solving challenges facing a dynamic environment.

    Jeanette is a graduate of University of Missouri, St. Louis with a B.S.B.A. concentration in Accounting and a Minor in Mathematics. She has more than 30 years of experience in public accounting. Jeanette is a Certified Public Accountant in the States of Missouri, Illinois, Nebraska, and California. She is a member of the American Institute of Certified Public Accountants, Missouri Society of Certified Public Accountants, Affordable Housing Association of Certified Public Accountants, Missouri Municipal League, National Center for Employee Ownership, and AGA – Advancing Government Accountability. She also co-chairs the Allinial Global Not-For-Profit Community of Practice.

    Her focus on not-for-profit organizations and highly regulated industries makes Jeanette a sought-after educator and speaker. She frequently teaches courses for the AICPA, conducts seminars for Allinial Global, and is a guest lecturer at various universities and other organizations.

    In addition to her professional affiliations, Jeanette serves as a board member for several prominent non-profit organizations, as well as a local bank. She also devotes a considerable amount of time to providing services and volunteering for a variety of tax-exempt organizations. Jeanette is a recipient of the Association’s Outstanding Facilitator Award.

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