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Click on the seminar below to obtain registration information.  Additional seminars will be added in fall 2020.

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This seminar covers useful tips for accountants who work Not-For-Profit organizations. The tips are illustrated through concrete examples derived from real experience. You won’t find these tips in courses or text books, but you’ll be able to use many of them. Value will also be derived from the sharing of experiences and practices by the participants. The seminar was created and is presented by an experienced CFO, with extensive real-life insight, who has created a number of courses and has spoken to thousands of accountants. This course contains one hour of ethics content for those Canadian provinces who have verifiable ethics PD hours requirements.


What you’ll learn

  • Tips on key indicator reporting

  • More useful financial reporting

  • Getting the most out of your bank

  • Cost-cutting tips

  • The fast close

  • Ethics in a Not-For-Profit context

  • System conversion dos and don’ts

  • Creative thinking for accountants

  • Auditors & lawyers: minimizing costs

  • Brainstorming on Not-For-Profit sector challenges

  • Managing your board

  • What to do when you join a new employer in the sector


Who will benefit


Accountants at any level who work or volunteer in the Not-for-Profit sector, especially volunteer treasurers.  Accountants in public practice who advise clients in the Not-For-Profit sector.

Seminar Feedback

  • Made me rethink ways of doing things in my organization and how it could be improved

  • It was a great opportunity to meet other financial leaders of non-profits

  • Refreshing presenter

  • Stephen had us enthralled

  • I'm happy to see an NPO focused seminar offering

  • Fill in the blanks handout great way to remember and retain info

  • Pushing us to move away from basic financial reports to more useful KPI reporting

  • Humour, practical advice, good pace

  • The presenter was interesting

  • Useful tips even after 15 years on the job

  • Liked the PowerPoint package with fill in the blanks

  • Good examples and work experience/knowledge

  • I liked the dashboard example

  • Fast good information!

  • Appreciated your insight into business/not for profits

  • Love this instructor. Never looked at my watch once

  • Informative, new ideas

  • Diverse examples!

  • Picked up a lot of helpful tips that I can certainly use in my work

  • Information was interesting, good ideas

  • Engaging other people’s ideas

  • Great tips, broad range of topics, food for thought in a number of areas

  • Banking discussion helpful for information sharing

  • Straight to the point

  • Good examples

  • Humour (jokes)

  • Expected full attention

  • Very informative – really enjoyed the examples – useful tips

  • Great ideas that we could use

  • Practical tips specific to non-profit enterprises

  • I liked the opportunity to network with other non-profit financial leaders.

  • In various areas, I picked up on some ideas, and began developing others for my organization based on what I heard.

  • I liked the cost saving ideas

  • The presenter was very engaging, kept the room focus throughout the day.

  • Tips and sharing of other participants about what works for them in their NPO situations.

  • The mini surveys during the seminar related to the topic being discussed

  • The seminar was informative and enjoyable