Fundraising Events: Navigating Financial Complexities with Confidence
Fundraising is essential to nonprofit sustainability, but accounting for fundraising events can be complex. This session, presented in collaboration with Clark Nuber, will explore how to properly recognize revenue and maintain compliance with financial reporting standards. Gain practical insights on aligning fundraising and financial records and avoiding common pitfalls to ensure transparency and accuracy.
Who Should Attend: Individuals involved in managing or planning fundraising activities, including development staff, finance professionals, and board members.
Learning Objectives:
- Identify key accounting considerations for fundraising activities.
- Implement best practices to ensure accuracy, compliance, and alignment between fundraising and financial reporting.
Participants will earn 1.0 CPE credit in Accounting.
To receive credit, attendees must respond to three out of the four poll questions asked during the program. Once registered, you will automatically receive access to the webcast recording and, if you qualified for CPE, have the ability to download your certificate.
Additional Information
Prerequisites: There are no prerequisites for this program.
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet Based
Field of Study: Accounting
Refunds and Cancellations: There is no fee to attend this program. In the rare event that YPTC needs to cancel the webinar due to circumstances beyond our control, all registrants will be notified via email and provided with alternative dates the program will be offered. For more information regarding refund, complaint, and program cancellation policies, please visit https://www.yptc.com/training-policies/
Your Part-Time Controller, LLC 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
Speakers:
Dan Tritch
Director, Your Part-Time Controller, LLC
Dan Tritch, CPA, is a Director in YPTC’s Remote Services group. He has spent the majority of his career in the nonprofit accounting arena, with more than eight years in nonprofit audit and five years in outsourced accounting. Dan is a CPA licensed in the State of Indiana, and also has a passion for education, is a Teach for America alum, and volunteers with Letters to a Pre-Scientist. Dan is a member of the American Institute of Certified Public Accountants (AICPA). In addition to orientation training at YPTC, Dan is a frequent presenter at external events. He has presented at events sponsored by Arizona State University’s Lodestar Center and the Alliance of Arizona Nonprofits. He has also presented in webinars sponsored by the Nonprofit Association of Washington and Phoenix Philanthropy.
Joe Purvis
Principal, Clark Nuber
Joe Purvis, CPA, is a valued principal in Clark Nuber’s Not-for-Profit Services Group. He routinely speaks on complex accounting and auditing issues, federal grant compliance, financial reporting, and policies and procedures considerations. Additionally, Joe serves as an advisor to the finance committee of a nonprofit impact investing firm.
Sarah Huang
Principal, Clark Nuber
Sarah Huang, CPA, MST, is an esteemed principal in the Clark Nuber’s Tax Services Group where she works exclusively with not-for-profits. Sarah provides extensive consulting services on matters such as tax law changes, unrelated business income, alternative investments, foreign filing requirements, payroll taxes, and donor acknowledgement requirements. Additionally, she is a contributing writer and editor of the “Form 990 Compliance Guide” published by CCH.