Strengthen your nonprofit’s financial foundation. This workshop covers budgeting, internal controls, financial reporting, audits, and navigating tax and regulatory issues to help your organization operate effectively and transparently.
| Series | Nonprofit Leadership Certificate Series |
|---|---|
| Next Session | Dec. 11, 2025 | 9 a.m. to 4 p.m. |
| Later Date | May 14, 2026 | 9 a.m. to 4 p.m. |
| Related Programs |
Build a Strong Financial Foundation
The Nonprofit Finance Fund's State of the Sector Report indicates that more than 50% of nonprofits consider navigating financial regulations one of their major operational challenges. This workshop will focus on how to effectively manage a financial system within a nonprofit organization. Participants will examine key financial components that promote transparency, accountability, and long-term sustainability.
Key topics will include budgeting for nonprofit organizations, maintaining internal controls, and establishing accounting and financial policies and procedures. The session will also address how to prepare nonprofit financial statements, discuss recent accounting and tax issues affecting nonprofits, and explain the role of independent certified public accountants and the audit process.
Learning Objectives:
- Gain an understanding of the role of financial management in the success of a nonprofit organization
- Develop a working knowledge of key accounting terms and concepts
- Create an awareness of the importance of controls
- Learning to survive the regulatory environment
Earn a Digital Badge
You will receive a digital badge upon the successful completion of this program. Earn a badge for each core course in this series. Complete all four courses within two years, and you will be awarded the Nonprofit Leadership Certificate Completion Badge. This badge will showcase your advanced expertise in nonprofit leadership.
Scholarship InformationThanks to the generous support of the Eau Claire Community Foundation and Royal Credit Union, we are pleased to offer a limited number of scholarships for this program. These scholarships are designed to provide financial assistance to eligible participants. Click the link below for more information and eligibility requirements. |
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Who should attend
Current and aspiring nonprofit leaders, executive directors, and nonprofit staff members.
Instructors
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Dawn Yarrington is a signing director in the Eau Claire office of CLA. Dawn has 25 years of experience in the accounting profession, specializing in nonprofit organizations and subsidized residential rental housing (including HUD and Rural Development projects). Dawn is a past president of the Board of Directors with Big Brothers Big Sister of Northwestern Wisconsin. Dawn also serves on the Education Committee for the Eau Claire Community Foundation Women's Giving Circle.
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Samantha Kjelstad is a CAAS Principal leading the West Central WI Nonprofit team in the CliftonLarsonAllen Eau Claire, WI office. Sam has over 12 years of experience in the accounting profession serving nonprofit organizations. Sam is also on the Finance Committee and Regional Board of Directors with the Big Brothers Big Sisters of Northwestern Wisconsin.