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Concurrent Session Onsite and Online

NOT2308. Once Upon a Time - Telling Your Financial Story

This session will focus on effective ways a not-for-profit organization can tell its story to all constituents. It will address how to communicate mission-related and financial information to board members and other lay people and educate stakeholders on how to read financial statements. It will also discuss how to use recent changes in standards and disclosures to your organization’s advantage.

Learning Objectives:

  • Identify practices to present meaningful and easily understood decision-making information
  • Determine how to share organizational successes and challenges internally and externally
  • Identify methods to inform board members and others as to how to utilize and understand financial statements/information
  • Select various tools, opportunities, and techniques you can utilize to tell your financial story
Date/Time
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
Session Tags
Specialized Knowledge CGMA