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Mastering Not-for-Profit Financial Planning and Projections (Not-for-Profit & Government Accounting Conference)

CPE

CPE Credits
1-Other

Details

 Pricing

PICPA Member: $0 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended the Not-for-Profit & Government Accounting Conference on July 13-14, 2020, this course would be considered a duplicate and cannot be used towards your CPE requirement.

 

Earn during your lunch break!

This session will provide techniques CPAs can use to more effectively and efficiently plan and forecast their organization’s finances.

Hear Nonprofit advisor, Michael F. Cade cover the following:

  • Defining Key Performance Metrics:  Focus on those financial and non-financial metrics that actually drive performance and build balanced reporting on those metrics.
  • Using Rolling Forecasts:  Consider regularly updating key performance metric projections to improve the forecasting process and vector toward longer term objectives.
  • Finding Predictive Measures and Leading Indicators:  Identify internal and external factors that have a direct measurable impact on your organization’s performance and build models to predict performance based on those factors.
  • Integrating Comparative Performance Metrics:  Add external competitive and business environmental factors into performance reporting to build context and inform decision-making.


Speaker(s)

Michael F. Cade, CPA, CGMA

Michael is a consultant and executive coach focusing his efforts on the Not for Profit sector. He specializes in leadership and Board-level consulting on strategic planning and execution aimed at ensuring the fiscal sustainability of nonprofit organizations. He coaches nonprofit executives and Board members in the areas of navigating transitions, developing leadership skills and building decision frameworks.

Previously, Michael served as Chief Financial Officer and Treasurer for the Riverside Research Institute, where he gained an appreciation for the nonprofit sector and the dedicated individuals who work so hard to serve others. His prior experience also includes financial leadership roles in the defense industry and with several business units of GE Capital.

Michael is committed to developing current and future financial leaders and supporting the profession. He is active with the PICPA, serving on the PICPA Council, the audit committee, Not for Profit and Bylaws committees. He is column coordinator and writer for the Pennsylvania CPA Journal’s Government and Not for Profit Accounting section. He authors a nonprofit leadership blog (NFP Beyond the Numbers) and contributes to PICPA’s CPA Now blog, Ask a CPA and podcast series.

Michael earned a bachelor’s degree in Accounting from Widener University and an MBA from LaSalle University. He holds a CPA license in Pennsylvania and the CGMA credential. He is a member of the PICPA, the AICPA: Not for Profit Section, as well as, several local and nationwide nonprofit organizations.

Michael serves as Board Chair of the Internship Institute and as Treasurer of Family and Community Service of Delaware County.


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