Course content

    1. Presentation

    2. Recording Part #1

    3. Recording Part #2

About this course

  • $339.00
  • 7 CPD hours
  • December 12 & 13, 2022

Course description

This seminar covers useful tips for accountants who work for Not-For-Profit organizations. The tips are illustrated through concrete examples derived from real experience. As a finance leader, you are expected to be able to deal with a myriad of issues and situations. You have your experience and what you learned from colleagues and mentors, but this course will provide you with many more veteran tips, including many unconventional ones. 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. An in-depth, financial reporting improvement case, set in the sector, will give attendees dozens of ideas to improve their financial reporting. The seminar 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 seminar contains 1.0 verifiable ethics hours)

AGENDA:
  • 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
  • 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 SHOULD ATTEND:
Accountants at any level who work or volunteer in the Not-for-Profit sector. Accountants in public practice who advise clients in the Not-For-Profit sector.

Instructor(s)

Stephen Priddle

Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD and also the Vice-President, Finance, Chief Financial Officer and Corporate Secretary of the SureWx Inc. group of companies. SureWx is a global aviation business, an industry leader in the area of assisting airlines optimizing winter operations.

​An engaging and experienced teacher, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic courses. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting story teller, who draws out the lessons from the stories. This is a refreshing change from the usual dull technical courses for accountants and business people. Through his courses, he has interacted with over 17,000 financial leaders and thus stays on the leading edge in terms of best practices and hot topics.

Stephen’s teaching experience includes presenting courses for over 40 accounting bodies and organizations in Canada and abroad. He is a Session Leader in the new CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy Canadian CMA Strategic Leadership Program, and taught in the CA program and the CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations.

Stephen has over 35 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters.

Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.