2026 Intro to Not-for-Profits Workshop
Aug 4 & 11, 2-4 pm ET
About this Workshop
Whether you’re new to serving not-for-profit organizations or simply looking for a refresher, this two-part series provides a practical introduction to the unique accounting, tax, and auditing considerations facing the nonprofit sector.
Designed for staff with limited not-for-profit experience, the program will build a foundation in the key concepts needed to understand nonprofit financial reporting, compliance requirements, and audit engagements. Participants will explore how not-for-profit organizations differ from for-profit entities, gain insight into Form 990 reporting, and learn the fundamentals of risk assessment in a nonprofit audit. The second session will focus on two of the most common and complex accounting areas encountered in practice—investments and contributions.
Through real-world examples and discussions led by experienced practitioners, attendees will leave with a stronger understanding of the nonprofit environment and greater confidence when working on not-for-profit clients.
Learning Objectives
Upon completion of this program, participants will be able to:
- Identify key characteristics of not-for-profit organizations and explain how their financial reporting and operational objectives differ from those of for-profit entities.
- Recognize the purpose of Form 990 and the basic information it communicates to regulators, donors, and stakeholders.
- Describe the role of risk assessment in planning and performing a not-for-profit audit.
- Explain fundamental accounting considerations related to investments and contributions commonly encountered by not-for-profit organizations.
Program Topics
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Part 1 – August 4
- Introduction to Not-for-Profit Organizations
- Understanding Form 990
- Risk Assessments
- Part 2 – August 11
- Accounting for Investments
- Accounting for Contributions
Recommended Audience: New staff, professionals who are new to not-for-profit engagements, and practitioners seeking a refresher on nonprofit accounting and auditing fundamentals.