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Nonprofit Credential in Finance and Legal

August 15, 2024 9:30 AM - August 28, 2024 3:30 PM (MDT)

Description

Are you confident that every single one of your nonprofit’s financial and legal responsibilities is being met? In addition to these nonnegotiable responsibilities, your organization must also demonstrate accountability and transparency, model ethical behavior, and effectively manage financial resources. If these topics raise questions, concerns, or curiosity, you should attend the Nonprofit Credential in Finance and Legal.

The Credential in Finance and Legal provides you with both a framework and support to ensure that your organization is meeting its professional and legal responsibilities. The Credential includes:

  • Two days of online training sessions that deliver essential information synthesized into manageable and understandable pieces.
  • Guidance, instruction, and coaching from attorneys and accountants (Subject-Matter-Experts or SMEs) with deep knowledge of financial and legal oversight for nonprofits.  
  • Consultations and ongoing support from SMEs with specific feedback tailored for your organization's practices, processes, and operations.  
  • Resources including templates, sample documents, and guidance on best practices. 
  • Step-by-step instructions to guide the integration, adaptation, and application of course material to your organization, focused on legal and financial requirements and best practices.
  • A Credential Badge in Finance and Legal, earned for your nonprofit upon successful completion of the Credential course requirements. 

This Credential will help you: 

  • Ensure your organization meets its legal obligations and understands how to protect donor information, follow donor intent, and provide tax receipts to donors as applicable. 
  • Understand how to create the necessary documentation to show sound financial practices and timely reporting. 
  • Integrate best practices regarding technology, data collection, and retention of personnel information. 

Note: The Nonprofit Credential program is for 501(c) organizations only. 

Cost
UNA Members: $180 for the first person/$40 for each additional participant
Not-Yet Members: $360 for the first person/$80 for each additional participant

Course Dates
Online Training Sessions

  • Day 1-Thursday August 15, 2024 | 9:30 AM to 3:30 PM
  • Day 2-Wednesday, August 28, 2024 | 9:30 AM to 3:30 PM 

Organizational Consultation
30-minute consult on Tuesday, October 1 and Wednesday, October 2, 2024

Location
Online via Zoom

Subject Matter Experts

The Credential in Finance and Legal is taught by CPAs and Business Advisors, financial experts from Larson and Company, and legal experts from Kirton McConkie and Holland and Hart LLP.


Time


Sessions:

Legal: Thursday August 15, 2024 | 9:30 AM to 3:3:00 PM
Finance: Wednesday, August 28, 2024 | 9:30 AM to 3:30 PM 

Organizational Consultation:  30-minute consult on Tuesday, October 1 or Wednesday, October 2, 2024

Location

Online

This course will be held online via Zoom.

Pricing

  • UNA Members: $180 for the first participant/$40 for each additional participant
  • Not-Yet-Members: $360 for the first participant/$80 for each additional participant
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Contact Information

Name: Julie Chang
Phone: (801) 596-1800 x5
Email: jchang@utahnonprofits.org

UNA MEMBERS: Please log in to receive your membership discount. If you have not yet created your new username and password, please create an account before you register for this event.



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