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Self-study course

The Self-Study course consists of a 7 hour video accessed via Vimeo for 60 days and the course material.  It costs $249 Canadian plus applicable taxes (taxes charged to Canadian customers only).  It is 40% cheaper with our Passport. To purchase this package click here For international customers, approximately one US dollar will purchase approximately $1.20 Canadian on a credit card.  

There is an optional quiz for accountants whose body requires one to obtain verifiable or structured CPD hours.  Upon successful completion of the short quiz included with the course material, your CPD Certificate will be provided. If you have any questions, please email  

Up-coming live sessions

Nothing is currently scheduled

Practical Tips for Not-For-Profit Financial Leaders

This course 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 course 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. More than 95% of the course content applies outside Canada, so it is of interest to accountants from anywhere in the world.


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.  Public sector accountants will be better served by the Government Accountants' version of this course, click here.

Course Feedback


  • The course offers alot of practical informations that would be very useful to me

  • Very enjoyable course!  I will be looking at more courses from you for next year.  Thank you very much!

  • I learned and particularly liked the case study.

  • The Practical Tips for Not-For-Profit Leaders met my expectations, it was filled with practical tips which I can put to use..

  • The course was helpful for me as it provides different tips and suggestions that come from experience, and not from text books. This is exactly what I needed.

  • Thank you for all the material. Very useful.

  • Like that it was not theoretical and had lots of practical examples

  • Presenter very knowledgeable

  • Liked the portion on systems, NFPs are terrible at keeping up with technology and often don't have the means, found your approach sensible and pragmatic

  • Your course format is very unique and the case included in the course was informative and a useful exercise.  It is rare to see courses with such a format that is so directly applicable.  

  • The tips provided will be useful in both a professional and volunteer role as I sit on boards of directors, finance and audit committees of NFPO's

  • I am considering a new job in the not-for-profit realm and will apply your tips on things to consider in obtaining a new job such as touring the organization (once COVID allows this); having meetings with key members or staff (virtually) and understanding the organization

  • The course was very unique and very practical with all the examples provided throughout

  • The portion on ethics was very interesting



  • I am very glad I attended, you were by far the BEST teacher, engaging and dynamic throughout 

  • ​I enjoyed your webinar and learned some practical tips for work

  • Tough to make a course interesting over Zoom but you did it (former PWC partner)

  • Thank you again for providing the course.

  • Very helpful

  • Good class

  • Your class provided invaluable information

  • It was an enjoyable, informative course

  • When considering a new job in NPO, make sure due diligence is done to look for “skeletons” in the closet, with several great tips.

  • The breakout sessions helped because we had to think and be involved

  • Liked practical examples of financial statements, and real life examples of dealing with various groups of stakeholders.

  • Lots of points for me to take away. Good seminars

  • Good personal examples from presenter

  • Liked concepts and ideas as well as experiences from peers.

  • Excellent instructor. Lots of experience in a variety of NPO’s and businesses. Has lots to share.

  • He keeps it interesting - 7 hours is a lot of time to talk

  • Steve did an excellent job given that this was delivered via Zoom; he kept us engaged which is very difficult to do

  • I will keep your notes for future reference

  • I never compromised my moral compass in any of my jobs over the last 30 years of my career. I, like you, am compelled to make sure everything is done above board.


  • 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

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