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Enhancing Your Financial Ranking on Charity Intelligence 2 Credits

Aug 23, 2024, 03:00 PM ET

Enhancing Your Financial Ranking on Charity Intelligence 2 Credits

A Strategic Guide for Canadian Charities

  • Rating

    4.4
  • Published on

    December, 1969
  • Subject Area

    Finance

Learning mode

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Aug 23, 2024, 03:00 PM ET

Learning Objective

  • To discuss Charity Intelligence and its potential impact on your charity and donors.
  • To explain the charity’s metrics and how it evaluates each charity.
  • To analyze and learn strategies to improve financial scores and rankings on Charity Intelligence.
  • To inspect best practices for transparent and comprehensive financial reporting aligned with Charity Intelligence's criteria.
  • To discuss and develop skills to effectively communicate financial information to donors and enhance donor relations through financial transparency.

Course Overview

Unlock the potential to elevate your organization's financial standing with our specialized course, "Enhancing Your Financial Ranking on Charity Intelligence: A Strategic Guide for Canadian Charities." Tailored explicitly for Canadian charities and their teams, this comprehensive course empowers organizations with the knowledge and skills necessary to enhance their financial score and ranking on Charity Intelligence, a prominent platform within the Canadian charitable landscape.

Participants will delve into the intricacies of Charity Intelligence's evaluation criteria, gaining valuable insights into the key factors influencing financial rankings. Through strategic guidance and practical advice, attendees will learn proven strategies for financial optimization and effective communication practices to amplify their organizational performance.

This CPD course is designed for charity leaders, financial managers, and individuals working within charitable organizations, providing them with the tools and resources needed to navigate the complexities of financial evaluation with confidence. By the end, participants will possess a deep understanding of how to strategically improve their financial ranking on Charity Intelligence, ultimately strengthening their organization's impact within the communities they serve. 

Key Topics Covered:

  • Understanding Charity Intelligence: Overview of Charity Intelligence and its role in evaluating and ranking charitable organizations in Canada; and Explanation of the key factors considered in determining financial scores.
  • Interpreting Financial Metrics: In-depth analysis of financial metrics and ratios used by Charity Intelligence; and Strategies for improving indicators such as program cost coverage, fundraising efficiency, and administrative overhead.
  • Financial Reporting Best Practices: Importance of transparent and comprehensive financial reporting; and Guidance on presenting financial information in a manner that aligns with Charity Intelligence's evaluation criteria.
  • Enhancing Donor Relations Through Financial Transparency: Communicating financial information effectively to build trust with donors; and Strategies for engaging donors in the financial success of the organizations

Join Stuart Miller in this transformative journey to enhance your organization's financial standing and maximize its charitable impact in Canada.

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Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

About Instructor

Stuart Miller
Stuart Miller

Educator and Consultant, Mada Community Center

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CPA in Canada for more than 25 years. Worked the last 6 years in a charity organization doing grant writing and human resources as well as accounting. This experience includes, among others, supervision of personnel, budgets and forecasts, the entire accounting cycle, automation and improvement of accounting processes, and project management.

Very comfortable with numbers and analyses with, as a goal, to assist others and provide quality service. Responsible, autonomous, organised, and oriented towards finding solutions.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

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After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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