Welcome to our Fundamentals for Non-Profit Treasurers. In this Governance focused course, we will over 10 units, explore the role of the non-profit treasurer and help you to become a better treasurer.
From planning and budgeting to metrics, we will cover the most important components of being a treasurer and give you tips and tricks to make being a Treasurer an easier experience.
Join our Instructor, Carmen Reis, CPA, MA, as she dives into core topics, gives advice and honestly approaches topics with a fresh perspective. As a seasoned treasurer with over 15 years of experience, Carmen has served as a Treasurer on over 10 boards and consulted with scores more. We look forward to guiding you through the fundamentals of becoming a governance focused non-profit treasurer!
Course Content
Intro to Fundamentals for Non-Profit Treasurers
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2 Topics
Intro to Fundamentals for Non-profit Treasurers
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Who should be taking this course?
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Chapter 1: Understanding the Role of a Non-Profit Treasurer
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3 Topics
Chapter 1: Role & Essential Responsibilities of a Non-Profit Treasurer [Reading]
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Chapter 1: Role & Essential Responsibilities of a Non-Profit Treasurer [Video]
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Optional Assignment: Your Role as a Treasurer
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Chapter 2: Understanding Non-Profit Accounting
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2 Topics
Chapter 2: Understanding Non-Profit Accounting [Reading]
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Chapter 2: Understanding Non-Profit Accounting [Video]
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Chapter 3: Planning for Success: The Treasurer’s Role in Strategic Planning
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4 Topics
Chapter 3: Planning for Success: The Treasurer’s Role in Strategic Planning [Reading]
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Chapter 3: Planning for Success: The Treasurer’s Role in Strategic Planning [Video]
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Optional Assignment: The Treasurer’s Role in Strategic Planning
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Resource: Essential Internal Controls
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Chapter 4: Easy Financial Reporting
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3 Topics
Chapter 4: Easy Financial Reporting [Reading]
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Chapter 4: Easy Financial Reporting [Video]
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Resource: 100 Financial Terms for Treasurers in Non-Profit Organizations
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Chapter 5: Preparing for Your Audit
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3 Topics
Chapter 5: Preparing for Your Audit [Reading]
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Chapter 5: Preparing for Your Audit [Video]
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Resource: Audit Red Flags and How to Prepare for Your Audit
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Chapter 6: Managing Non-Profit Investments
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2 Topics
Chapter 6: Managing Non-Profit Investments [Reading]
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Chapter 6: Managing Non-Profit Investments [Video]
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Chapter 7: Demystifying Metrics
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4 Topics
Chapter 7: Demystifying Metrics [Reading]
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Chapter 7: Demystifying Metrics [Video]
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Optional Assignment: Demystifying Metrics
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Resource: Essential Metrics for Non-Profit Organizations
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Chapter 8: Managing Fundraising, Donors & Donations
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2 Topics
Chapter 8: Managing Fundraising, Donors & Donations [Reading]
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Chapter 8: Managing Fundraisers, Donors & Donations [Video]
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Chapter 9: Managing Grants
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2 Topics
Chapter 9: Managing Grants [Reading]
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Chapter 9: Managing Grants [Video]
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Chapter 10: Where Do You Go Next?
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2 Topics
Chapter 10: Where Do You Go Next? [Reading]
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Chapter 10: Where Do You Go Next? [Video]
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