not-for-profit and charity finance leadership certificate

NOT-FOR-PROFIT
AND CHARITY
FINANCE
LEADERSHIP
CERTIFICATE
Achieving sustainability, providing quality programs,
managing funding requirements and changing legal and
accounting standards are challenging the not-for-profit
sector. A heightened emphasis on risk management, the
production of key performance indicators and analysis
reporting has added to this difficulty. This underlines the
importance of increasing the capacity of the sector to
integrate strategy, finance and risk management in order
to manage these challenges.
PROGRAM FORMAT
This five-day program will provide you with essential
tools, frameworks and strategic models to integrate
strategy, risk management and finance within a notfor-profit organization. It includes case simulations,
practical exercises, group discussions and guest
speakers, providing engaging learning opportunities.
KEY LEARNING OUTCOMES
• Advanced financial leadership, analysis and decision-making
• Understand the benefit of an integrated strategy-finance-risk approach increasing the resilience and impact of your organization
• Learn best practices, models and frameworks to assess and strengthen existing practices, systems, policies, and strategic approaches
• Understand how to identify and mitigate against risks and challenges
• Apply essential tools to case studies and your organization
• Understand the latest government regulations and standards
WHO SHOULD ATTEND?
• Executive Directors
• Finance Managers of both small and large
not-for-profit organizations
• Board Members
• Professionals interested in Board Member or Treasurer Not-For-Profit roles
NOT-FOR-PROFIT AND CHARITY FINANCE LEADERSHIP CERTIFICATE
PROGRAM OUTLINE
Participants will receive a comprehensive tool-kit including MS Excel worksheets for revenue, costing and
budget analysis. A budget narrative proposal template is also included, as well as sample internal controls,
finance and risk committee terms of reference, among many other tools.
DAY 1 Finance, Strategy and You
DAY 4 Organizational Restructuring and
Audit Analysis
• Overview of the not-for-profit sector and systemic challenges and opportunities
• Apply the knowledge gained from the first three • Understand not-for-profit business models days by participating in exercises focused including revenue and cost structures, on: organizational restructuring, audited organizational capital structure, and program
statement analysis and building a strategy based on and mission alignment
a cash flow analysis
• Understand the evolving role of finance for • Understand CRA compliance responsibilities for management and the Board of Directors in a both charities and not-for-profit organizations Not-For-Profit environment
and how to prepare for a CRA audit
DAY 2 Costs, Budgeting and Cash Flow
DAY 5 Changes in Accounting Standards, A review of the CNPCA, ONCA
• Explore cost structure tools and best practices including full cost recovery, true cost accounting, • A review of existing legal and accounting acts and economic analysis
and proposed changes: Ontario Not-for-Profit • Comprehensive budget development including Corporations Act (ONCA); Canada Not-for-Profit tools and best practices
Corporations Act and the Accounting Standards • Review of general and not-for-profit accounting for Not-for-Profit Organizations (ASNPO)
terms
• Implications of the proposed ASNPO
• Sector system updates on Funding Reform, Infrastructure Ontario Loans and Shared Platforms
DAY 3 Financial Reporting, Analysis, Benchmarking and Restructuring
• Understand revenue cost and capital structure concepts
• Understand how to assess financial short-and long-term strengths and vulnerabilities of not-for-profit organizations
• Understand organizational restructuring strategies, tools and best practices
• Exam preparation
NOT-FOR-PROFIT AND CHARITY FINANCE LEADERSHIP CERTIFICATE
INSTRUCTOR
Betty Ferreira, CPA, CMA, is a former CEO of several not-for-profit
organizations, and the founder and principal consultant of a boutique
consulting firm focused on not-for-profit restructuring and turnaround
management. Betty’s work in the past 22 years has focused specifically
on conducting mergers, turnarounds, restructurings, start-ups, strategic
planning and finance process reviews in the not-for-profit sector.
Betty’s goal is to advance the capacity of management accounting in
the not-for-profit sector through teaching, writing, consulting and guest
speaking at related conferences.
PROGRAM INFORMATION
LOCATION
CPA Ontario
69 Bloor Street East
Toronto, ON M4W 1B3
DATE
June 23-27, 2014
Please note: all five days of the program must be completed before you
qualify to write the exam.
CANCELLATION POLICY
If you are unable to attend the program after you have registered, a
credit for the full amount paid can be arranged. Credits can be used
towards a future Continuing Education Workshop of your choice no
later than one year from the date of cancellation. Alternatively, you
may send a substitute at no charge.
FEES
REFUNDS
Five-Day Program:
Members: $2,495
Register by June 9: $2,395
Non-members: $2,695
Register by June 9: $2,595
If you would like a full refund, a $50 administrative fee will apply. Please
note that cancellations less than two weeks prior to the start date are
non-refundable. Please contact [email protected] or call
416.204.3121 to arrange a credit, refund or substitution.
CPLD
Days 1-3:
Members: $1,525
Non-members: $1,625
Days 4-5:
Members: $1,020
Non-members: $1,120
Optional Exam: $150
Saturday, July 19, 2014
Eligible for 7 CPLD Credits per day. For further information regarding
CPLD reporting requirements for CMAs, please refer to the CPLD
Brochure: www.cmaontario.org/cpldfaq. If you have any questions
regarding CPLD, please email: [email protected].
PDI is a division of CMA Ontario. All rights reserved.
NOT-FOR-PROFIT AND CHARITY FINANCE LEADERSHIP CERTIFICATE
PROGRAM DATE Monday, June 23 – Friday, June 27, 2014 - CPA Ontario
Name
Title Organization
CMA Member Number
Mailing Address
City
Phone Number
Fax Number
Province
Postal Code
E-mail
Course Information
Not-For-Profit and Charity Finance Leadership Certificate
Date
Course Fee
o Five-day Program
o Days 1-3: Introductory / Intermediate Program
o Days 4-5: Intermediate / Advanced Program
o Optional Exam
Subtotal
(CMA HST# 12396 9610) HST (13%)
Total
Payment Information (Registrations cannot be processed until payment is received)
 Cheque
 Visa  MasterCard  American Express
Card Number
Expiry Date
Card Holder’s Name
-
-
m m y y
Authorized Signature of Card Holder
Please indicate any special needs or dietary restrictions requiring accommodation:
To Register:
FAX registrations to 416.977.6079
MAIL to Coordinator, Continuing Education, CMA Ontario, 25 York Street, Suite 1100, Toronto, Ontario, M5J 2V5
EMAIL to [email protected]
FOR ONLINE REGISTRATION and program information, please visit: www.members.cma-ontario.org
FOR ASSISTANCE: 416.204.3121
Cancellation:
Cancellations more than two weeks prior to the program start date are subject to a $50 administrative fee.
Cancellations within two weeks of the program start date are non-refundable.
If you are unable to attend the program after you have registered, you may send a substitute at no charge.
Please inform PDI Continuing Education at: [email protected].

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