Back to Search

Not-for-Profit Certificate II


CPE Credits
16-A&A; 8-Tax; 3-Other; 2-Ethics



PICPA Member: $699 | Nonmember: $879

 More Information

Course No.

You cannot use your ClassPass, Flex Account, Value Pass Plus, or Mini ClassPass to register for this certificate program.

Visit our FAQs , chat, or call us at (888) 272-2001.



Prepare financial statements, complete the Form 990, build complex budgets, and guide the strategic planning process. Learn how to perform risk assessments, proactively respond to tax compliance issues, measure performance, and work with an organization’s governing board to achieve mission success.


  • Prepare a complete set of not-for-profit financial statements, the core IRS Form 990 and supplemental materials, budget and strategic plan 
  • Analyze financial statements to assess the financial health of a not-for-profit
  • Evaluate facts and circumstances to determine whether a tax-exempt organziation has reporting requirements or a tax liability for unrelated business income tax
  • Apply techniques to effectively steward a not-for-profits's resources to achieve mission success, including performance management, risk assessment and response strategies, benchmarking, cash flow management, and forecasting
  • Identify a process to assess, design, implement, and monitor internal controls

Who will it benefit from this certificate?

  • CPAs, financial professionals, and not-for-profit staff and board members looking to deepen their existing knowledge of not-for-profit financial responsibility, and set themselves apart as a leader in this field.

You May Also Like

Not-for-Profit Certificate I
Understand the concepts of accounting and financial reporting, tax compliance, governance, and assurance. Recognize the GAAP reporting standards that apply to not-for-profits and identify basic financial statement presentation and disclosure ...
Not-for-Profit Certificate I: Governance and Assurance Track
Get a foundation in board governance, auditing, and the financial oversight of not-for-profit entities, with a focus on governance practices, risk management, internal control, and audit planning and preparation. ...
Understanding and Mitigating the Risk of Fraud (Not-for-Profit & Government Accounting Conference)
Click play to earn CPE! ...