UNA - Credential in Finance and Legal
Are you confident that every single one of your nonprofit’s financial and legal responsibilities is being met? In addition to these nonnegotiable responsibilities, your organization should also model ethical behavior, demonstrate accountability and transparency, and effectively manage your financial resources. If these topics raise questions, concerns, or curiosity, you should attend the UNA Credential in Finance and Legal.
The Credential in Finance and Legal provides you with both a framework and support for ensuring that your nonprofit is meeting its professional and legal duties. The Credential includes:
Two days of online training sessions that deliver essential information synthesized into manageable and understandable pieces.
Guidance, instruction, and coaching from attorneys and accountants (Subject-Matter-Experts or SMEs) with deep knowledge of financial and legal oversight for nonprofits.
Consultations and ongoing support from SMEs with specific feedback tailored for your organization's practices, processes, and operations.
Resources including templates, sample documents, and guidance on best practices.
Step-by-step instructions to implement legal and financial requirements to guide the integration, adaptation, and application of course material to your organization.
A Credential Badge in Finance and Legal, earned for your nonprofit upon successful completion of the Credential course requirements.
This Credential will help you:
Ensure your organization meets its legal obligations and understand how to protect donor information, follow donor intent, and provide tax receipts to donors as applicable.
Understand how to create the necessary documentation to show sound financial practices and timely reporting.
Integrate best practices regarding technology, data collection, and retention of personnel information.
Cost
UNA Members: $180 for the first person/$40 for each additional participant
Not-Yet Members: $360 for the first person/$80 for each additional participant
Course Dates
Online Training Sessions
Day 1: Wednesday, July 26, 2023 | 9:30 AM to 3:30 PM
Day 2: Thursday, July 27, 2023 | 9:30 AM to 3:30 PM
Organizational Consultation
30-minute consult on Wednesday, August 23 and Thursday, August 24, 2023
Location
Online via Zoom
Subject Matter Experts
The Credential in Finance and Legal is taught by financial experts from Eide Bailly LLP, CPAs and Business Advisors, and legal experts from Kirton McConkie.
