Get off on the right foot with nonprofit engagements by understanding key differences from private enterprises, optimizing engagement planning, and communicating with your client.
This course, "General Understanding of NPO Engagements for Staff," is specifically designed to equip accounting staff with the essential knowledge and a distinct mindset needed to effectively engage with not-for-profit (NPO) clients. While private enterprise engagements focus on profitability and cash flow, NPO engagements prioritize the stewardship of resources, demanding a fundamentally different approach.
You will learn to identify and navigate the critical distinctions between NPO accounting standards and ASPE, ensuring accuracy and avoiding common deficiencies in financial statements and note disclosures. This session emphasizes practical application over rote memorization of handbook sections, guiding you through the unique considerations of NPO engagements, especially during busy periods.
Key learning outcomes include:
By the end of this course, you will be better equipped to approach NPO engagements with confidence, ensuring adherence to specialized standards and delivering high-quality, relevant services to this unique and rewarding sector.
Clearline Consulting provides practitioners and their staff with the tools, training and advice they need to succeed and build thriving accounting firms. From tax compliance to estate planning, file monitoring to assisting with practice review, staff training to customized consulting solutions, our team exists to serve the needs of small to mid-sized public practice firms across Canada. Our collaborative, integrated approach means your firm has access to and support from knowledgeable practitioners who are in front of the ever-changing standards environment. Our core services include supporting firms with the implementation of the quality management standards, external file monitoring, services for accounting, assurance and taxation maters, provisions of templates and resources, practice management and risk mitigation consultations.
Assurance Partner at Clearline Consulting CPA
Bridget is a Partner at Clearline Consulting and Clearline CPA, boasting over 25 years of experience in the accounting industry, specializing in accounting, assurance, training, and facilitating professional development. Her career began at a mid-size accounting firm, where she was a lead in the audit and assurance practice for 12 years, also managing internal training and firm template development. Bridget has also contributed to the accounting and assurance education field through facilitation roles with the British Columbia Institute of Technology and the Chartered Professional Accountants professional development programs. Transitioning from public practice, Bridget served as a professional standards advisor at CPABC, supporting practitioners with professional standards, regulatory requirements, and navigating legal and ethical issues. Her contributions extended to serving on various national task forces and committees, showcasing her dedication to advancing the profession. Identifying a gap in the market, Bridget co-founded Clearline Consulting. For over ten years, she has been instrumental in guiding practitioners across Canada. Her work involves monitoring, consulting services, and facilitating professional development courses, significantly impacting small and mid-size firms. Bridget’s extensive involvement with CPA Canada task forces, committees, and ongoing relationships with provincial CPA bodies highlights her commitment to enhancing the CPA profession. She continues to empower CPA firms and practitioners with essential skills in technical competencies, professional development, regulatory compliance, and practice management.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
