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NFP Hot Topics: KPIs, Liquidity, Operating Reserves, Going Concern
Not-for-Profit
Webcast

NFP Hot Topics: KPIs, Liquidity, Operating Reserves, Going Concern

Join us as industry experts walk through how NFPs determine key performance indicators and monitor operating reserves to set up the organization for future success.

$0 - $142
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Aug 14, 2024

NASBA Field of Study

Business Management and Organization

Level

Intermediate

CPE Credits

2

Instructor

Cheryl R. Olson, Brian Slusarz, Amy West

Availability

3 months

Product Number

WC4505090

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 Business & partner 
Product Details

Measuring success in NFPs

How does your NFP measure success?

In this AICPA Not-for-Profit Section webcast, industry experts share their best practices when determining an NFP’s:

  • Key performance indicators (KPIs)
  • Operating reserves
  • How to measure success.

Set your organization up for success by putting thought into:

  • What success means for you
  • How to best communicate that information to all internal and external stakeholders

Key Topics

  • Key performance indicators
  • Liquidity
  • Operating reserves
  • Going concern

Learning Outcomes

  • Identify KPIs that NFPs should measure.
  • Determine the best way to share KPIs with stakeholders.
  • Identify how NFPs can monitor operating reserves to pivot financial and operational plans.
  • Determine how to better prepare for financial and operational strength in the future.

Who Will Benefit

  • Individuals with knowledge of or interest in the not-for-profit industry
  • Accounting and finance professionals
Credit Info
CPE Credits
2
NASBA Field of Study
Business Management and Organization
Level
Intermediate
Prerequisites
Knowledge of the not-for-profit industry
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$142.00
AICPA Members
$118.00
CIMA Members
$118.00
NFP Section Members
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Cheryl R. Olson
CPA, CGMA
Cheryl R. Olson, CPA, CGMA is the Director, Solutions Strategist for Clark Nuber, PS, which is based in Bellevue, WA. As a remote worker from Portland, OR, she provides operational, financial, technology, and governance advisory services. Prior to joining Clark Nuber, she was Director, Council Financial Consulting at the Girl Scouts of the United States of America. For more than twenty years, she has dedicated her career to the not-for-profit sector in a variety of roles, serving as volunteer, consultant, assistant executive director, finance director, auditor and tax accountant. Cheryl holds licenses in Oregon, Washington, and New York. She frequently shares her knowledge nationally as an advisor, writer, and presenter. Additionally, she is a member of the Oregon Society of CPAs Not-for-Profit Committee and previously served as both Committee and Conference Chair. Cheryl serves as a member of the Finance Committee for the Girl Scouts of Oregon and Southwest Washington. She graduated from the University of the Pacific with a bachelor’s degree in business and public administration, with a concentration in accounting, and is a member and Past President of the Alumni Club, Portland, OR Chapter.
Brian Slusarz
Brian Slusarz, Senior Director of Accounting and Reporting, oversees various aspects of finance, accounting, procurement, and digital transformation for World Vision, a global Christian humanitarian organization. Brian is a CPA with over 15 years of progressive experience in finance, accounting, procurement, and grants management in the non-profit and public accounting sectors. Brian received his bachelor’s degree in Finance, Accounting & International Business from Indiana University and has a master’s degree in International Affairs from the Johns Hopkins School of Advanced International Studies.
Amy West
CPA, CGMA
Amy West is the Executive Vice President and Chief Financial Officer of AHRC New York City (“AHRC NYC”). AHRC NYC is an organization that provides critical services to people who are neurodiverse. Amy has direct responsibility for AHRC NYC’s operating budget of over $350 million and manages a staff of ninety. Prior to joining AHRC NYC, Amy served for eight years as the Director of Finance of the Solomon R. Guggenheim Foundation. She also held the position of Vice President of Finance and Budget at the United States Fund for UNICEF and worked as an auditor for Ernst & Young LLP specializing in the healthcare and not-for-profit industries. Amy began her career as the Coordinator of Fiscal Operations for the New York Public Library. She graduated Summa Cum Laude from Hunter College with a Bachelor of Science Degree in Accounting. Amy is the Chair of the AICPA Not-For-Profit Industry Conference and Chair of the New York State Society of CPAs Nonprofit Committee. Contact Amy West at Amy.West@ahrcnyc.org.
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