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Analytical Procedures for Nonprofits ON DEMAND

Available Until

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2.0 Credits

Member Price $58.00

Non-Member Price $67.00

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Overview

Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, financial statements are only as good as the information and trends that they produce for operational, strategic, or compliance purposes. This webcast nonprofit CPE course provides insights into determining the strength and efficiency of nonprofits in achieving objectives and knowledge, all in service of improving the analysis of the fair presentation of a nonprofit’s financial statements.

Highlights

Analytical procedures for nonprofits.

Prerequisites

None.

Designed For

CPAs.

Objectives

Explain how properly designed and performed analytical procedures contribute to reducing audit risk. Describe the required elements of an analytical test that must be documented to satisfy professional standards. Describe the most common financial statement analytics used to interpret the financial results of a nonprofit. Common ratios and trends to assess liquidity, operating efficiency, leverage, and more.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Jennifer Louis, Surgent McCoy CPE LLC

Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.

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Non-Member Price $67.00

Member Price $58.00