Cash Flow Projections, Forecasts and Budgets (VIRTUAL SEMINAR)

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CFFB  |  Virtual Live  |  Intermediate  |  Scheduled

Curriculum

  • Accounting

Designed For

CPAs who have nonprofit organizations as clients, financial officers or board members of nonprofits and staff accountants involved with tax and accounting issues of nonprofits.

Highlights

Cash flow is the lifeblood of an organization. It is critical that cash flow needs be estimated for projects, operations and capital budgets. In this session, we will cover the importance of cash flow, tools to estimate needs and methods to communicate the importance of cash availability to the organization.

NFP Session

Registration for this event has closed. If you have any question or concerns please give us a call at 515-223-8161 or send us an e-mail at iacpa@iacpa.org

Instructors

James T. Lindell

Show Bio

James (Jim) T. Lindell is the president of a Wisconsin based provider of strategic and financial consulting and executive coaching. Jim has an extensive background in senior management including positions as chief financial officer and corporate assistant controller. He has worked with a variety of industries including: manufacturing, health care, non-profit, distribution and food processing. Jim has been involved in more than 40 M&A projects. He is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). Jim is a member (and instructor) for the American Institute of CPA's and the Wisconsin Institute of CPAs and a member of Wisconsin Chapter of National Speaker Association. Jim is the author of the AICPA course "AICPA's Annual Update for Controllers", "Targeting the Bottom Line: Taking the Guesswork out of Financial Management". He is a contributing author of the AICPA course "The Fast Close, Soft Close, Virtual Close? Now Days not Weeks". He is a six-time recipient of the AICPA Outstanding Discussion Leader Award.

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