$19

Any Course

Improve Our World and Enhance Your Skills 

Ideas For Effective Nonprofit Board Service

Nonprofit Board Service for Financial Professionals

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Get one year of access to this course and ALL other CFO Perspective courses, along with downloadable tools and access to Rob, for only $147 with FAST (Full Access Skills Toolkit).

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Serving on a nonprofit board is a wonderful way to improve our world and can provide some benefits to you. As a financial professional, you have so much to offer not-for-profit companies. This course is for those new to not-for-profit boards and provides insights to those with nonprofit board experience.

What You'll Learn ...

This course is broken into two sections. In the first section, you'll learn:

  • The benefits you provide to a nonprofit board
  • What board experience may offer to you
  • Key documents to review before joining a board
  • Questions to ask before joining a board
  • Tips for getting on a board
  • The three duties of all board members
  • Personal liability risks of joining a board and how to mitigate them

The second section of the course goes deeper into nonprofit financial oversight. I'll explain:

  • The financial policies that boards use to guide their organizations
  • How nonprofit financial statements differ from for-profit statements
  • How nonprofit financial management differs from for-profits
  • The duties of the finance committee and the audit committee
  • Types of nonprofit audits and examinations
  • Tax compliance for tax-exempt organizations (ironic, isn't it?) 

Some Sample Course Reviews

"Rob did a great job of covering a lot of information and making me think about what it really means to commit to a nonprofit board."

"This instructor is terrific. He covers a lot of information with real-world experience to back it up."

"A great course for finance professionals serving on nonprofit boards. It goes into important details relative to how financial statements differ from for-profit"

Course Outline

Section 1: The Nonprofit Board Experience

  • Welcome and Overview
  • Benefits a Financial Professional Can Bring to a Nonprofit Board
  • Joining a Not-For-Profit Board
  • Duties of Board Members
  • Risks

Section 2: Nonprofit Financial Governance

  • Financial Policies
  • Not-For-Profit Financial Statements
  • The Finance Committee
  • The Audit Committee
  • Types of Audits and Examinations for Nonprofits
  • Tax Compliance
  • Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Learn How to Get CPE Credit

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees.

Along the way, I worked for four nonprofits as a bookkeeper, Controller, SVP of Finance, and CFO. I've served on multiple boards, sometimes as the treasurer or chairperson.

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Nonprofits need the skills of financial professionals like you.

Get tips and ideas to being an effective nonprofit board member. 

Join Now for $19

- OR -

MOST POPULAR

Get one year of access to this course and ALL other CFO Perspective courses, along with downloadable tools and access to Rob, for only $147 with FAST (Full Access Skills Toolkit).

The Nonprofit Boards course is one of the courses you get with FAST.

A one-time payment for the FAST program (Full Access Skills Toolkit) gives you a year of access to resources for better strategic financial management. You get:
ALL the CFO Perspective courses
Direct access to me
Over 60 downloads
 

The right tools can save you time, reduce your stress, and improve your effectiveness.

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