Self-Study On-Demand


1 CPE

Reserves Planning [2025-2026]

Self-Study On-Demand
1 CPE

Learning Objectives

  • Describe why reserves planning is an important and relevant issue
  • Identify instances where nonprofit leaders should consider re-evaluating their organization's reserves planning practices
  • Understand various factors nonprofit leaders should consider in order to effectively determine a reserves target
  • Better communicate with leaders, governance, and stakeholders of your organization regarding the intersection of strategic, financial, operational, and reserves planning

Major Topics

  • How Non-Profits are Navigating the Great Resignation
  • Best Practices to Effectively Train Your Board/Finance Members
  • Due Diligence for M&A in the Non-Profit Space
  • Single Audit Update
  • Implementation of New Standards
  • Audit Standards Update

CPE Credits Available

1 CPE
1
General

Things to Know About This Course

Course Level

  • Basic

Prerequisites

Basic understanding of not-for-profit organizations.

Advanced Preparation

None

Intended Audience

CPAs, CFOs, controllers, executive directors, attorneys and financial staff who work in a not-for-profit organization. CPAs who audit or prepare financial statements for not-for-profit organizations. Nonprofit board members who want a better understanding of financial issues facing their organizations.

Provider

CalCPA California Society of CPAs

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