Leader’s Guide to Understanding Non-Profit Financials

Tuesday, June 17, 2025 9:00am – 1:00pm CDT

$140

Overview

While not every leader needs extensive knowledge of accounting and financial reporting, understanding how to read and leverage financial statements is essential for effective planning and management in not-for-profit organizations. This webinar focuses on strategic insights into financial reporting and its role in informed decision-making. Participants will also become familiar with essential financial terminology to improve accounting fluency.

Designed for leaders at all levels—including board members, executive directors, development directors, and program managers—this webinar provides practical tools to enhance decision-making capabilities. Through real-world applications, case studies, and best practice recommendations, attendees will learn how to optimize their organization’s financial health and sustainability.

Learning Objectives

  • Identify key components of not-for-profit financial statements
  • Differentiate between GAAP-prepared statements and internal financial reports
  • Evaluate financial strength and sustainability through analysis of financial statements and complementary analytical tools

Other Information

Presenter
Melodi Bunting, CPA, CMA, CGMA, MBA
Senior Manager, Advisory Services

Melodi returned to public accounting when she joined Wegner CPAs’ in 2014 after teaching in higher education, consulting with not-for-profits, and preparing consolidations and international reporting for a retailer. While at Wegner she has been developing and teaching a variety of internal and external training opportunities as well as working with the audit team performing audits, reviews, and advisory services. Melodi annually attends continuing professional education seminars on accounting, auditing, compliance, and tax issues.

Event Details

Schedule

Tuesday, June 17, 2025

9:00am – 1:00pm CDT

Credits

4 CPE Credit Hours; 2 Accounting, 2 Finance

Price

$140

Location

Online

Register

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Wegner CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.