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Essential “How tos” for Nonprofit Boards and Management
Not-for-Profit
Webcast

Essential “How tos” for Nonprofit Boards and Management

Practical strategies for not-for-profit governance and management help you build impact and lead.

$0 - $109
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Jul 22, 2026

NASBA Field of Study

Business Management and Organization

Level

Intermediate

CPE Credits

2

Instructor

Anat Kendal, Alyssa Cerretti, Amy West

Availability

3 months

Product Number

WC5191541

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 Business & partner 
Product Details

Governance in action

Not-for-profit organizations face unique governance and management challenges that call for informed financial and operational leadership.

This webcast is designed for CPAs working in or with not-for-profits, offering practical guidance on:

  • Governance responsibilities
  • Financial oversight
  • Strategic leadership

Through real‑world examples and expert insights, participants will learn how to:

  • Collaborate effectively with organizational leaders
  • Support sound decision-making
  • Address workforce challenges

Whether you serve in a finance or leadership role within a not-for-profit or provide advisory support, this session will help you deliver value beyond the numbers.

Key Topics

  • Review contracts and purchasing policies
  • ERP systems implementation
  • Data governance
  • Cybersecurity
  • Use of AI (including prompts)
  • Scenario planning/forecasting
  • Budgeting
  • Staff retention
  • Time management

Learning Outcomes

  • Analyze the roles and responsibilities of not-for-profit boards and management to ensure effective governance.
  • Apply best practices for financial oversight to strengthen organizational sustainability.
  • Determine strategies for aligning governance structures with mission-driven goals to enhance not-for-profit performance.

Who Will Benefit

  • Individuals with knowledge of or interest in the not-for-profit industry
  • Accounting and finance professionals
Credit Info
CPE Credits
2
NASBA Field of Study
Business Management and Organization
Level
Intermediate
Prerequisites
Knowledge of the not-for-profit industry
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$109.00
AICPA Members
$89.00
CIMA Members
$89.00
NFP Section Members
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Anat Kendal
CPA
As Chief Financial and Business Operations Officer (CFBO), Anat Kendal is responsible for finance, risk management, data, and overall business operational strategy to ensure PanCAN’s success and to drive organizational long-term value. Kendal acts as the liaison with the CEO and the Board of Directors on all financial and business operations matters and serves as the staff liaison to the Audit and Investment and Risk Committees. Kendal joined PanCAN from the Anti-Defamation League (ADL) in New York City, where she held the position of Senior Vice President, Finance and Administration. In her role at ADL, she handled finance, in addition to real estate, technology and administration. Before her work at the ADL, she spent 10 years at the American Heart Association where she served as Senior Vice President of Business Operations and CFO for the Northeast region. Prior to that, her professional experiences include positions at Merrill Lynch, the nonprofit American Institute of Certified Public Accountants and PriceWaterhouseCoopers. Kendal serves as a member of the Financial Accounting Standards Board’s Not-for-Profit Advisory Committee (NAC) and the Finance Committee of the Children’s Specialized Hospital Foundation of NJ. She is a member of the Project Management Institute of NJ Community Outreach Committee. She holds a BA in Accounting and French from Rutgers, the State University of New Jersey, and a MA in Taxation from Seton Hall University. She is a licensed CPA and holds Project Management and Certified Financial Planning certifications.
Alyssa Cerretti
CPA, CGMA
Alyssa Cerretti, CPA, CGMA, is the Senior Manager of Accounting & Reporting at World Vision, a global Christian humanitarian organization headquartered near Seattle, Washington. She brings over 17 years of not-for-profit accounting experience and oversees accounting for U.S. government and other public grants, gifts-in-kind valuation, and intercompany funding across World Vision’s international partnership. A Lean Six Sigma Black Belt, Alyssa leads continuous improvement, digital transformation, and global compliance training. Prior to joining World Vision, Alyssa worked in public accounting specializing in nonprofit taxation, financial statement audits, and Single Audits. She holds a bachelor’s degree in business administration from Northwest University. Alyssa also serves as the Board Treasurer for Home of Hope Ministries and serves on the AICPA Not-for-Profit Conference Planning Committee, where she presents regularly and contributes to national program development.
Amy West
CPA, CGMA
Amy West is the Executive Vice President and Chief Financial Officer of AHRC New York City (“AHRC NYC”). AHRC NYC is an organization that provides critical services to people who are neurodiverse. Amy has direct responsibility for AHRC NYC's operating budget of over $350 million and manages a staff of ninety. Prior to joining AHRC NYC, Amy served for eight years as the Director of Finance of the Solomon R. Guggenheim Foundation. She also held the position of Vice President of Finance and Budget at the United States Fund for UNICEF and worked as an auditor for Ernst & Young LLP specializing in the healthcare and not-for-profit industries. Amy began her career as the Coordinator of Fiscal Operations for the New York Public Library. She graduated Summa Cum Laude from Hunter College with a Bachelor of Science Degree in Accounting. Amy is the Chair of the AICPA Not-For-Profit Industry Conference.
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