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Practical Tips For Not-for-profit Financial Leaders

  • Accountant
  • CPA (CA)
  • CFE
  • CPA (US)
  • CA - ICAEW
  • CFA
  • SHRM
  • ACCA
  • CPFA
  • CIPM
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: April, 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

  • My NPO experience
    6 mins
  • Other interview situations
    35 mins
  • Ethics - How it should be applied to business?
    61 mins
  • Another Financing source
    91 mins
  • Property cost reduction ideas
    115 mins
  • Time to lighten up
    152 mins
  • The new way to Wisdom
    184 mins
  • Big picture consisting Major weakness and the Reporting
    221 mins
  • Operating comments
    249 mins
  • Brain concussions in hockey - A solution? Let's think together
    313 mins
  • Types of information
    360 mins

Course Description

As a finance leader, you are expected to be able to deal with a myriad of issues and situations. You have your experience and what you learned from colleagues and mentors, but this CPE course will provide you with many more veteran tips, including many unconventional ones. You won’t find these tips in courses or textbooks, but you’ll be able to use many of them.

This online CPE course on Personal Development covers useful tips for accountants who work for Not-For-Profit organizations. The tips are illustrated through concrete examples derived from real experience. The value will also be derived from the sharing of experiences and practices by the participants. 

An in-depth, financial reporting improvement case, set in the sector, will give attendees dozens of ideas to improve their financial reporting. 

Following are the major topics covered in this CPE course:

  • Key performance indicators for a not-for-profit organization 
  • Ethical approaches for ethically challenging situations
  • Work with cost-saving consultants to save money
  • What to do when you take a new job in the sector
  • Creative thinking
  • Getting the most out of your auditors and lawyers
  • Cutting costs 
  • Obtain useful technology tips
  • Tips to provide more insightful financial reporting 
  • Working better with your Board of Directors
  • Assess fund-raising approaches

This Online CPE course was created and is presented by an experienced CFO, Stephen Priddle, with extensive real-life insight, who has created several courses and has spoken to over 16,000 accountants. It includes a very practical case on improving your internal financial reporting package.

Learning Objectives

  • To identify key performance indicators for a not-for-profit organization.
  • To identify ways to get the most out of your bank.
  • To outline ethical approaches for ethically challenging situations.
  • To state ways of optimizing the work of cost-saving consultants.
  • To identify critical steps when changing jobs.
  • To select creative thinking options to solve problems.
  • To identify fast close methodologies.
  • To state methods of reducing legal, audit, and other costs.
  • To recall useful technology tips.
  • To recognize the application of useful financial reporting tips.
  • To apply tips to help with Boards of Directors.
  • To recognize concerns associated with fund-raising approaches.

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, CEOs, Employees of Not-For-Profit organizations as well as advisors, auditors and financial volunteers, and finance-oriented Board members of Not-For-Profit organizations.
  • This CPE course is aimed at accountants in leadership positions, such as Controllers, CFOs, and directors of finance, as well as those in public practice or consulting, who advise clients.  
  • This CPE webinar is also for accountants from large companies, governments, and not-for-profits.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 8 General Credit of Personal Development for Accountant/Bookkeeper/Tax Professionals
  • 8 CPD Credit of Personal Development for Chartered Professional Accountant (CPA Canada)
  • 8 CPE Credit of Personal Development for Certified Fraud Examiner (CFE)
  • 8 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
  • 8 CPD Credit for CA - ICAEW
  • 8 PL Credit of Personal Development for Chartered Financial Analyst (CFA)
  • 8 CPD Credit for Chartered Certified Accountants (ACCA)
  • 8 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 8 CRE Credit of Personal Development for Certified Corporate FP&A Professional (FPAC)
  • 8 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 8 CPD Credit for Chartered Accountants - Scotland
  • 8 CPD Credit for CPA - Ireland
  • 8 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 8 CE Credit for Certified Wealth Strategist (CWS)
  • 8 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-5FT9J)
  • 8 CE Credit of Personal Development for Certified Plan Fiduciary Advisor (CPFA)

Additional details

  • Course Level :
    Basic
  • Credits :
    8
  • 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

Stephen Priddle

President, Practical PD

Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD. He has created all of Practical PD's seminars and also presents them. 

Stephen's primary occupation is the Vice-President, Finance, Chief Financial Officer and Corporate Secretary of the SureWx Inc. group of companies (Canada, USA, UK, Netherlands)  SureWx is a global aviation business, an industry leader in the area of assisting airlines optimizing winter operations.  Although he enjoys speaking, he only wants to do it on the side, he likes his real world job.

An engaging and experienced seminar leader, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic seminars.  When speaking, he is candid about errors he has made in his career and the lessons that can be learned from them. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting story teller, who draws out the lessons from the stories.

Stephen’s teaching experience includes presenting accounting seminars for over 40 accounting bodies and organizations in Canada and abroad. He is a Session Leader in the new CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy Canadian CMA Strategic Leadership Program, and taught in the CA program and the CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations.

Stephen has over 35 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Through his seminars, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics.

He advises a number of businesses and not-for-profit organizations and sits on the Board of SureWx Inc. He sat on the  Advisory Board of Valydate Corporation until its 2017 acquisition by Mentor Graphics, a Siemens company.

Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.

Stephen Priddle is sometimes asked if he is available for consulting.  He does not have time for any major consulting assignments.  However, he does have a limited amount of time for work of the following nature.  Many accountants would like to pick the brain of a corporate veteran from time to time, on issues or for mentoring. If you are interested, reach out to him at contact@practicapd.com 

About Company

Practical PD

www.practicalpd.com

Practical PD offers popular courses as self-study videos, webinars, and in-person seminars and conference sessions that nearly 15,000 have taken. The sessions are offered directly as well as through partners, usually professional accounting bodies. They are geared toward all types of accountants, but particularly controllers, CFOs, directors of finance, treasurers and accounting managers, as well as accountants in public practice who advise clients. The tips and topics are also useful for financial leaders from large corporations, owner-managed businesses, Not-For-Profit organizations, public accountants and those in the public sector.

Practical PD offers popular courses as self-study videos, webinars, and in-person seminars and conference sessions that nearly 15,000 have taken. The sessions are offered directly as well as through partners, usually professional accounting bodies. They are geared toward all types of accountants, but particularly controllers, CFOs, directors of finance, treasurers and accounting managers, as well as accountants in public practice who advise clients. The tips and topics are also useful for financial leaders from large corporations, owner-managed businesses, Not-For-Profit organizations, public accountants and those in the public sector.

In Practical PD courses you will learn practical, relevant tips you’ll apply directly in your job. Practical PD provides nitty-gritty tips that a veteran accountant has learned from experience. They will help you report key business indicators, get the most from your bank, minimize costs, navigate ethical dilemmas, manage staff, relate to colleagues and more. Attendees appreciate our innovative approach. We steer away from generalities, instead, we emphasize useful, specific tips. Accountants are interested in payback.  We believe all our courses should eventually pay back much more than the course cost, with real cash savings, in addition to many less measurable benefits.  Expect the unexpected in our courses: tips, slide surprises, jokes and prizes, awarded in unusual ways.

Our courses qualify for professional development (CPD or CPE) hours or credits for professional accounting designations. You’ll find our real-world approach engaging, thought-provoking and fun.  All courses were created and are presented by Stephen Priddle, CPA, CMA, CA, who is an active CFO.  

Faq

FAQs content

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  • 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.
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