Skip to main content
Live Webcast Replay

Analytical Procedures for Nonprofits


Total Credits: 2 including 2 Auditing- Technical

Average Rating:
   0
Categories:
ACPEN Industry Institute |  Accounting and Auditing |  Yellow Book
Speaker:
Jennifer Louis, CPA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Never Expires.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, Financial statements are only as good as the information and trends that they produce for operational, strategic, or compliance purposes. This course will provide insights into how to determine the strength and efficiency of nonprofits in achieving objectives and knowledge to improve the analysis of the fair presentation of a nonprofit's financial statements.  

Basic Course Information

Learning Objectives
  • Explain how properly designed and performed analytical procedures contribute to reducing audit risk
  • Describe the required elements of an analytical test that must be documented to satisfy professional standards
  • Describe the most common financial statement analytics used to interpret the financial results of a nonprofit
  • Common ratios and trends to assess liquidity, operating efficiency, leverage, and more  

Major Subjects
  • How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits
  • The required elements of a substantive analytic procedures to address detection risk
  • Tips and traps of applying an analytic approach to satisfy audit objectives
  • Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users
  • Common ratios and trends to assess liquidity, operating efficiency, leverage, and more

Handouts

Speaker

Jennifer Louis, CPA's Profile

Jennifer Louis, CPA Related Seminars and Products

President

EMERGENT SOLUTIONS GROUP


Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).

Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.

Jennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. 

Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn


Dates

Wed, Jun 04, 2025 - 10:00 AM to 11:47 AM EDT
Sat, Jun 14, 2025 - 12:00 PM to 1:47 PM EDT
Tue, Jun 24, 2025 - 2:00 PM to 3:47 PM EDT
Thu, Jul 10, 2025 - 7:00 PM to 8:47 PM EDT
Tue, Jul 29, 2025 - 10:00 AM to 11:47 AM EDT
Wed, Aug 06, 2025 - 12:00 PM to 1:47 PM EDT
Thu, Aug 28, 2025 - 2:00 PM to 3:47 PM EDT
Tue, Sep 09, 2025 - 4:00 PM to 5:47 PM EDT
Wed, Sep 24, 2025 - 10:00 AM to 11:47 AM EDT
Thu, Oct 02, 2025 - 7:00 PM to 8:47 PM EDT
Mon, Oct 20, 2025 - 2:00 PM to 3:47 PM EDT
Sat, Nov 01, 2025 - 4:00 PM to 5:47 PM EDT
Wed, Nov 26, 2025 - 10:00 AM to 11:47 AM EST
Thu, Dec 04, 2025 - 12:00 PM to 1:47 PM EST
Mon, Dec 15, 2025 - 2:00 PM to 3:47 PM EST
Tue, Dec 23, 2025 - 4:00 PM to 5:47 PM EST
Thu, Jan 08, 2026 - 10:00 AM to 11:47 AM EST
Fri, Jan 23, 2026 - 12:00 PM to 1:47 PM EST
Sat, Feb 14, 2026 - 2:00 PM to 3:47 PM EST
Tue, Feb 24, 2026 - 7:00 PM to 8:47 PM EST
Thu, Mar 12, 2026 - 10:00 AM to 11:47 AM EDT
Fri, Mar 27, 2026 - 12:00 PM to 1:47 PM EDT
Wed, Apr 08, 2026 - 2:00 PM to 3:47 PM EDT
Tue, Apr 28, 2026 - 4:00 PM to 5:47 PM EDT
Thu, May 07, 2026 - 10:00 AM to 11:47 AM EDT
Sat, May 23, 2026 - 12:00 PM to 1:47 PM EDT
Wed, Jun 03, 2026 - 2:00 PM to 3:47 PM EDT
Tue, Jun 16, 2026 - 7:00 PM to 8:47 PM EDT
Mon, Jun 29, 2026 - 10:00 AM to 11:47 AM EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation Familiarity with the nonprofit industry
Designed For Anyone responsible for analyzing or interpreting nonprofit financial statements
Original Recording Date 04/2025
Course Developer EMERGENT SOLUTIONS GROUP
Date Added to Catalog 03/2025
Yellow Book Yes

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews