By the end of this course attendees will be able to:

  • Read an income statement and balance sheet

  • Understand basic budgeting and decision-making metrics

  • Understand and create a statement of cash flow

  • Read and file the IRS Form 990

  • Understand and implement best practices for internal controls

Course curriculum

The series will be hosted live with the option to review the recordings at any time after the initial sessions.

    1. How to use the training platform

    2. Course Overview

    3. Where to start

    4. Workbook

    5. Glossary

    1. Session 1

    2. Session 2

    1. Session 1 Recording

    2. Slides: Session 1

    3. Session 2 Recording

    4. Slides: Session 2

    5. More Resources

    1. Feedback Survey

About this course

  • $75 for Members
    $100 for Not-Yet-Members
  • June 25 - 26, 2025
  • 11:00 am- 12:30 pm MT / 10:00 - 11:30 pm PT

Presenter

Sorren Cheryl Guiddy

Cheryl has over 30 years’ experience providing assurance, tax and consulting services to nonprofit organizations. Cheryl’s expertise lies in general consulting, including guiding nonprofits in the implementation of strong internal controls and facilitating board involvement, cash management, budgeting and pension plan compliance. For Cheryl, accounting and financial support is really about problem solving—helping clients understand how their financial decisions impact their organization so they’re better equipped to achieve their mission and their goals.

Pricing

*This registration is for the entire 2-part series

If money is a barrier to engaging in this opportunity, you may apply for a scholarship here.

Refund and Cancellation Policy

  • Members: $75

  • Not-yet-members: $100

What you get with this registration

  • Live Webinar

    Join us Tues-Thurs for a live workshop with our presenter. Get your questions answered right away!

  • Recordings

    You'll have access to the recordings for 90 days after the final session.

  • Handouts & Templates

    All the resources you'll need to get your board on the same page.

Thank you to our Sponsors