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Analytical Procedures for Not-for-Profit Organizations (EOAPF14)
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Learn how to apply analytical procedures to measure their strength and efficiency of your not-for-profits and determine whether the organization has accomplished its mission. You’ll learn the nature, timing, and extent of auditing procedures, and how to use the results to design value-added services. This course also provides you with the knowledge to measure the success of a not-for-profit and assist you in reporting the accomplishments to the board, donors, public, and other funding sources.

9/23/2014
When: 9/23/2014
8:30 am until 4:30 pm
Where: City Club at River Ranch
1100 Camellia Blvd.
Lafayette, Louisiana  70508
Presenter: Jeanette Bax-Kurtz


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AICPA members receive an additional $30 off the registration fee for this course.

Discount made at the time of checkout. Qualifying members should have received a promo code via email – if you are unsure whether you qualify, or you lost/never received your code, please call the LCPA Member Service Center at 504.464.1040 or 800.288.5272.

 

Develop the particular skills it takes to audit not-for-profits. Learn how to apply analytical procedures to measure the strength and efficiency of a not-for-profit entity and determine whether the organization has accomplished its mission or fallen short. You will learn the nature, timing, and extent of auditing procedures, and how to use the results to design value-added services. This course also provides you with the knowledge to measure the success of a not-for-profit and assist you in reporting the accomplishments to the board, donors, public, and other funding sources.

Designed for: CPA firm audit seniors and above, not-for-profit organization managers, and controllers responsible for financial operations and consultants to not-for-profit organizations

Objectives:

  • Recognize the various generic types of analytical procedures.
  • Recognize the difference between quantitative and qualitative analysis.
  • Understand what is meant by performance measurement.
  • Identify a variety of ratios designed specifically for the not-for-profit organization.
  • Identify ratios relevant to the cash flow statement.
  • Understand the use of common-size financial statements.
  • Recognize inter-statement and intra-statement relationships.
  • Apply reasonableness testing.

Highlights:

  • Concept of analytical procedures
  • Process of analytics development
  • Users and uses of analytical procedures
  • Performance measurement
  • Ratio analysis
  • Efficiency and enterprise ratios
  • Auditing with analytical procedures

Requisite Knowledge: Experience in management of, or accounting and reporting for, exempt organizations


Speaker:
Jeanette Bax-Kurtz

Vendor: AICPA

Field of Study: Government & Nonprofit

Level: Intermediate

CPE Credits: 8


Registration Fees:

Members

CPA Non-Members

Early Bird (through 9/8)

$276

$376

Standard (after 9/8)

$326

$426


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