CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Is It Time For A Development Audit?

Is It Time For A Development Audit?

1.5 Credits


Subject Area

Specialized Knowledge

Webinar Qualifies For

1.5 CPE credit of Specialized Knowledge for all CPAs

1.5 CPE credit for Certified Internal Auditors (CIA)

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

1.5 CPE credit for Internal Audit Practitioner (IAP)

1.5 CPE credit for Certified Fraud Examiners (CFEs)

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

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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


  • When Do You Need an Audit
    2 mins
  • What is a Development Audit?
    8 mins
  • Who Does a Development Audit
    27 mins
  • Learn How to Evaluate Your Success
    31 mins
  • How Does a Development Audit Work
    43 mins
  • The Virtual Development Audit
    59 mins

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: 

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