Eloise Scavella, Scott Steffens, CPA


    Credit Info
  • NASBA Field of Study

  • Format

    On demand

  • Level

  • CPE Credit


  • Course acronym

  • Prerequisites

  • Course duration

    50 Minutes

Things I Wish Someone Would Have Told Me (for CFOs/Controllers)

This video is for new CFOs and controllers in the NFP space. Learn from a new CFO about transitioning into the NFP sector and what they wish they had known to avoid potential pitfalls while working with boards, banks and NFP staff.
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Topics discussed

Learning objectives

Identify potential challenges and pitfalls that may arise for someone transitioning into a financial leadership role in the nonprofit sector.
Identify techniques to improve your engagement with third parties including banks, lawyers and investment advisors.

Who will it benefit?

Basic knowledge of not-for-profit operations, auditing, accounting and/or compliance requirements. General experience working in, or auditing, not-for-profits, including those NFPs audited under GAGAS.