Why not-for-profits?
- limited budgets and staff resources mean not-for-profit board and committee members with non-financial backgrounds will often have to take on financial responsibilities for their organizations
- in order to have the largest impact serving the community, it is necessary that the finances of not-for-profit organizations are managed as diligently as possible
- not-for-profits allow those with common goals to gather in one place to create positive change
Why CPA Canada?
- our award-winning Financial Literacy Program has sessions that are specifically targeted to equip not-for-profit directors and fundraising professionals with the necessary resources to effectively understand and manage their organization’s finances
- the program also has sessions specifically created for workplaces, providing employees with education to improve their overall financial health
- our unbiased, objective education sessions are delivered nationwide and at no cost
- we will provide a CPA volunteer to deliver the presentation at your location
What we can do together
CPA Canada and your not-for-profit organization can work together to ensure board members and/or employees have the necessary knowledge to understand and oversee the organization’s finances. You can also utilize our sessions to help your employees, clients or members of the public work towards a bright financial future, whether it’s in their personal life, through family responsibilities or through work.
Session packages
We offer several sessions that are tailored for not-for-profits and we have combined some of our most popular sessions into easy-to-book series:
Package A: Not-For-Profit Directors & Board Members
- Understanding Financial Statements for Non-Financial NFP Directors
Request Package A: Not-For-Profit Directors & Board Members
Package B: Family Responsibilities
- Saving Strategies – Easy Concept, Difficult Reality
- Ten Healthy Habits of Financial Management
- How to Teach Your Kids About Money
- Are You a Good Financial Role Model?
- Estate Planning
Request Package B: Family Responsibilities
Package C: Personal Finances
- Savings Strategies – Easy Concept, Difficult Reality
- Estate Planning
- Effective Tax Strategies
- Fraud Protection
- Planning for Your Retirement
Request Package C: Personal Finances
Package D: Working in Business
- Understanding Financial Statements
- Advanced Financial Statements
- A Healthy Balance Sheet and Why It Matters
- The Money Side of Business
Request Package D: Working in Business
We also offer more than 40 sessions, view our full catalogue for more detail.
Hosting a session is easy, find out more about setting up a financial literacy session.
Want to learn more?
Not sure which package is right for you? Contact us to find out more information.