Grow Your Not-For-Profit Financial Literacy

Start time:
July 29, 2021 10:00 AM PST
1 hour
Lauren Feeney, Moss Adams, 206-302-6406
Cost to attend:

Do you understand how to interpret the information in a not-for-profit’s financial statements, and do you know enough to spot a red flag or ask questions? Having a strong grasp of your not-for-profit organization’s financial statements is critical to plan, build capacity, fund, and help prevent fraud. For individuals who don’t have a not-for-profit financial background, reviewing these financial statements can be a daunting task.

Join us for our on-demand webcast in which we’ll provide an overview of basic not-for-profit accounting concepts and financial statements to help you better comprehend your organization’s financials. We’ll discuss:

  • Characteristics of a not-for-profit organization
  • Differences between not-for-profit and for-profit financial statements
  • Key areas of focus in financial statements of a not-for-profit organization
  • How to read IRS Form 990 and what it means for your organization
  • How to use not-for-profit ratios to assess the financial health of your organization


Melissa Harman, CPA, Partner, National Practice Leader, Higher Education, Moss Adams

Melissa has practiced public accounting since 1998 and provides professional services to a wide variety of not-for-profit clients, primarily institutions of higher education, associations and foundations. Along with providing accounting and consulting services, Melissa conducts a wide variety of audits, including federal compliance audits. As a national subject matter expert for the not-for-profit industry, Melissa regularly presents at various industry conferences.

Matt Parsons, CPA, Partner, Moss Adams

Matt has practiced public accounting since 2005. He specializes in serving various sectors within the not-for-profit and government industries. His clients include higher education institutions, foundations, child-care development agencies, associations, hospitals, health clinics, health plans, and municipal entities. He also serves life science companies that receive grants and require compliance audits or consulting over control processes in administering awards.

Registration Form

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CPE Information

Program Level:
Accounting: 1
Delivery Method:
Learning Objectives:

After completing this training, participants will be able to describe the characteristics of a not-for-profit organization; identify the differences between not-for-profit and for-profit financial statements; examine key areas of focus in financial statements of a not-for-profit organization; and discuss not-for-profit financial ratios and how to use them to assess the financial health of a not-for-profit.

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at 206-302-6406 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Applicable Industries