Financial Cycle: Presenting Financials Externally


Course Description:
Funding does two things: allows organizations to serve those targeted in their mission statements and communicates a necessity to donors. Understanding and interpreting your financials and data is important in clearly communicating the impact of your work. During this webinar, we will discuss how you take the data that is already being generated through daily operations and use it to illustrate the positive community impact made possible, in part, by donors.

Learning Objectives: 

  • Debate on how Idle Data is a wasted resource.
  • Explain the differences between audits, reviews, compilations, and AUPs.
  • Strategize on how to tell your organization’s story through financials.

Reid Mattson, CPA, Senior Manager | Eide Bailly
Reid works with nonprofits to help them better understand and accurately report their financials. He manages and leads teams performing audit, review, compilation and other assurance engagements. Reid goes above and beyond to help his clients achieve their financial objectives. With his understanding of accounting principles and financial reporting, he will ensure his clients understand the "why" aspect to their finances to better help them make the important decisions needed in their business.

Joseph Diorio, Senior Associate | Eide Bailly
Joe is an Eide Bailly auditor who primarily works on the financial statements of Nonprofit, Government and Gaming industry client. He has a keen understanding that many nonprofit organizations could benefit from increased support. Nonprofit organization’s in particular are critical in providing the services that our communities need while at the same time competing for the limited resources to fund those operations.

CPE Information
CPE Credit: 1
Field of Study: Specialized Knowledge & Applications
Level of Knowledge: Advanced
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

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Audit & Assurance