self-paced course

Nonprofit Board Service
for Finance Leaders

Enhance your professional impact by mastering essential skills for effective nonprofit board governance. Designed specifically for finance and accounting professionals, this course guides you through fiduciary responsibilities, financial oversight, audit and tax compliance, and strategies to manage organizational risks. Strengthen your leadership, expand your network, and make a meaningful difference through informed board service.

Course launches on June 20, 2025

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Your Instructor: Rob Stephens, CPA

3.5-Hour Course

30-Day Money Back Guarantee

3.5 NASBA CPE Credits

Language: English

Course Curriculum

What You'll Learn

Course Description:

In the Nonprofit Board Service for Finance Leaders course, you'll gain the essential skills needed to confidently serve on a nonprofit board. You’ll explore how your financial expertise uniquely positions you to address the challenges nonprofits face, while mastering key governance practices and fiduciary responsibilities. Through practical lessons on financial oversight, audit management, policy development, tax compliance, and risk mitigation, you'll enhance your leadership capabilities, broaden your professional network, and contribute meaningfully to nonprofit missions. This course prepares you to step into board service with clarity, competence, and confidence.

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Who Should Take This Course?

Management Accountants

You’re looking to leverage your financial skills and strategic mindset to guide nonprofit organizations effectively. This course helps you expand your influence and sharpen your leadership capabilities.

Finance Professionals

You aim to bring your finance expertise to nonprofit boards, enhancing both your professional network and leadership abilities. Learn to navigate nonprofit governance confidently and strategically.

Accountants

As an accountant, your knowledge of financial oversight is crucial for nonprofit board success. This course equips you to translate your technical expertise into meaningful contributions within a board setting.

FP&A

If you're an FP&A professional interested in applying your analytical skills to support nonprofit growth, this course provides essential insights. Enhance your ability to drive strategic decisions and financial sustainability on nonprofit boards.
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Behind the Scenes

Video Lesson Sneak Peek

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Top features

How The Course Works

Self-Paced Learning

Navigate through the course at your own speed, with the freedom to start, pause, and resume lessons whenever fits your schedule.

All-Inclusive Content

Gain access to a wide range of resources, including video lectures, reading material, formula guides, and practical exercises designed for in-depth understanding.

Interactive Quizzes

Test your knowledge as you progress with lesson quizzes that provide immediate feedback, helping reinforce learning and measure improvement. Take a comprehensive final assessment to demonstrate mastery of the subject matter.

NASBA Certification

Upon successful completion, earn a certificate recognized by the National Association of State Boards of Accountancy (NASBA), showcasing your proficiency and dedication to professional excellence, and earn credits towards your annual CPE certification requirements, ie CMA, CPA, CIA, etc. 
Meet Your Instructor

Rob Stephens, CPA

Rob Stephens is the Founder of CFO Perspective. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. Rob has a 30-year career that includes serving as CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University, and holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. Rob received a B.A. in Business Administration from the University of Washington and is a CPA.

NASBA Course Information

DELIVERY METHOD

QAS Self-Study

FIELD OF STUDY

Specialized Knowledge

CPE CREDITS

NASBA: 3.5

KNOWLEDGE LEVEL

Basic

PREREQUISITES

None

ADVANCED PREP

None

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CPE Flow 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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Frequently Asked Questions

How many CPE credits can I earn?

The course will provide 3.5 NASBA-approved CPE credits. 

Are there any prerequisites for this course?

No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.

How is the course structured?

The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.

Are the lessons live or pre-recorded?

Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.

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