Not-For-Profit Organizations: Treasury Utilizing QuickBooks | 4193120A

Instructors

Date :
May 10, 2019 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Conference Room C - Burlingame
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Level of Difficulty :
Overview
Member Price :
295.00
Nonmember Price :
400.00
CPE Credits :
CPE 8.00, AA 8.00
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Not-for-profit organizations are always in need of volunteers to be treasurers or members of the financial oversight committee. CPAs are often asked to fulfill these roles. This course highlights the accounting needs of such organizations.

In addition, FASB has issued important updates that need to be reviewed, including the financial statements and understanding of contributions.

QuickBooks will be used to demonstrate how its tools provide more efficient and effective financial management for your not-for-profit. This course is geared to hands-on, or future hands-on, treasurers of service clubs or similar organizations.

Materials are provided as an ebook for this course.

Objectives:

  • Identify the accounting needs of not-for-profit organizations, specifically service organizations.
  • Identify the financial statements and reporting required by US GAAP, including ASU 2016-14 and later updates.
  • Illustrate, using QuickBooks, the types of transactions usual for not-for-profit service organizations.
  • Discuss the need for budgets in a not-for-profit service organization.

Major Subjects:

  • Financial statements and reporting
  • Inflows and Outflows
  • QuickBooks, including setup, data entry and reporting
  • Budgets

Advanced Prep:

None required. Examples and screen shots will be from QuickBooks: Pro, 2019 release.

Misc. Information:

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Level of Difficulty:
Overview
Field of Interest:
Accounting
Prerequisites:

None.

Designed For:

CPAs and financial professionals.

Instructors

Bobbe Barnes, CPA

Bobbe Barnes is an educator and consultant with international experience in professional certification, governmental accounting and accounting Training of Trainers (TOT) programs. She has worked with the Philippines’ SEC on an Asian Development Bank (ADB) project and completed a World Bank assignment with the Institute of Chartered Accountants in England and Wales (ICAEW) training Nigerian SEC staff in International Financial Reporting Standards (IFRS). Previously, Barnes was program director of the Accounting Training Center at Kabul University and regional director of accounting education on a USAID-funded accounting reform project implemented by The Pragma Corporation in 10 countries, including five Central Asian countries plus Azerbaijan, Belarus, Moldova, Russia and Ukraine. In China, she analyzed the existing environment for CPA certification and continuing professional education against international education standards for both accounting and auditing.

Barnes has taught IFRS, US GAAP and XBRL courses worldwide through various training providers including Euromoney Training and Finansto. She also consults and conducts workshops on accounting and finance topics through her firm, Acumen Global Training, LLC. Previously, Barnes was on the faculty of the University of Texas at Austin and the University of Colorado. In addition, she served as editor-in-chief for Conviser Duffy CPA Review before its purchase by Becker CPA Review. Barnes started her career with PricewaterhouseCoopers in Toronto where she was a prize-winner on the Chartered Accountants examinations. She holds a master’s degree in professional accounting from the University of Texas at Austin and a bachelor’s degree in economics from the University of Rochester.

Materials:

  • Materials - Hardcopy Textbook
  • Materials - ebook