Is It Time for a Development Audit?

Linda Lysakowski

Linda Lysakowski, LLC

Thursday, February 25, 2021 | 01:00 PM EST

  • CIA
  • CPA
  • CVA
  • QIAL
  • CFE

1.5 CPE

$15

Subject Area

Specialized Knowledge

Webinar Qualifies For

1.5 CPE credit for Certified Fraud Examiners (CFEs)

1.5 CPE credit for Certified Internal Auditors (CIA)

1.5 CPE credit for Qualification in Internal Audit Leadership (QIAL)

1.5 CPE credit of Specialized Knowledge for all CPAs

1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

How does your development program measure up to accepted standards? Are you doing as well as your competition? Is your development program growing or is it stagnant? Does your organization have a philanthropic culture?  What tools can help you assess your performance? How do you find the time to “take stock” of your program? 

A development audit is an assessment/ evaluation of your fundraising program and your readiness to embark on new development ventures. It involves your board, staff and volunteers throughout the process and ultimately offers recommendations on how to best use your resources available to the organization.

This webinar on Development Audit shall discuss the following: 

Key topics: 

  • When and what to evaluate?
  • What can you do internally and when do you need outside help?
  • What tools are available to evaluate success?
  • How to Evaluate: 1) Board performance 2) Organizational culture 3) Development programs 4) Overall organizational performance
  • The Evaluation Process

Learning Objectives

  • To list acceptable standards for fundraising methods
  • To list the things that help an organization measure its philanthropic culture.
  • To utilize tools to measure performance of the development office.

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Senior Accountant
  • Accounting Managers
  • Staff of Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers