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How to Ensure Your Nonprofit’s Financial and Fundraising Success

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: March, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Planning for financial and fundraising success
    5 mins
  • Employee versus consultant costs
    11 mins
  • Contemplating costs
    17 mins
  • Fundraising versus friend-raising events
    25 mins
  • Common sources of conflict
    36 mins

Course Description

There is a deep, underappreciated source of funding just waiting for you in a game-changing strategy that will rapidly take your organization to the next level in fundraising. 

Hint: It’s not the usual “textbook” source of funding.

What if your organization can attract significant new funding from the business community? 

Intrigued?

Speaker Linda lizakowski and Joanne Oppelt will show you how to build relationships with business leaders, present your case to businesses, cultivate business leaders, run volunteer-driven business appeals, and much more to successfully raise money from your business community.

In this CPE/CPD course, attendees will start by learning what kinds of businesses in your community are likely to support your non-profit. 

Speaker will show you how to present a case for support for companies that shows your economic impact on the community. You will also learn how to set up and run an annual business appeal using peer business volunteer leaders. And you will learn to analyze your results so that you can build on your success and raise even more money.

During this course, you will learn how to create a budget so that profitable, mission-oriented fundraising activities make a substantial financial impact and focus resources such that they bring the greatest financial return. We explore the successful elements of a development plan, bringing your fundraising results to the next level. 

Speakers Linda lizakowski and Joanne Oppelt in this CPE webinar will show you techniques that lead to the greatest organizational returns possible, improving your non-profit’s financial position while achieving significant mission impact. 

We also examine the interrelationships between the finance and development offices, sources of their common tensions, and how to get the best from all involved to achieve your respective goals.

Learning Objectives

  • To identify the elements that make up a financially successful fundraising plan.
  • To rebalance your development budget to maximize the efficiency of scarce resources.
  • To recognize common points of tension between the development and finance offices and establish processes to overcome them.
  • To optimize development-finance office relationships.

Recommended For

  • The Online Continuing Education Webinar is recommended for Current board members, prospective board members, those thinking about serving on a nonprofit board, executive directors who need to understand how to ensure a nonprofit’s financial and fundraising success.
  • This CPD course is also helpful for Canadian CPAs who want to improve a nonprofit’s financial position while achieving significant mission impact.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CPD Credit of Strategy and Governance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Presenter

About Presenter

Linda Lysakowski

Owner, Linda Lysakowski, LLC

I am one of approximately 100 people world-wide who hold the coveted Advanced Certified Fundraising Executive (ACFRE) designation. I have been in the fundraising profession for 25+ years and have written numerous books on successful fundraising. I do virtual consulting, webinars, training and a mentor to authors.

I have trained more than 30,000 professionals in Mexico, Canada Bermuda, and Egypt as well as in almost all of the fifty states in the United States. I have led numerous web conferences and audio conferences for AFP, Charity Channel, Affinity Seminars, Junior Achievement, The Philanthropy Journal and many others.

I also serve as Acquisition Editor for CharityChannel Press and For the GENIUS Press.

I would love to talk to you about publishing your book and serving as a mentor. 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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