Nonprofit Organizational Credential: Finance and Legal - SLC

Oct 30, 2019 9:00 am - 3:00 pm

Oct 31, 2019 9:00 am - 3:00 pm

Dec 10, 2019 9:00 am - 4:00 pm

Course Description: 

Nonprofits, by nature, exist to serve the public good. They are obligated to display high levels of ethical behavior, accountability, transparency and compliance with the law. They also effectively manage the financial resources bestowed upon them and upon which they rely to accomplish their mission.

Donors are increasing their scrutiny of nonprofit entities and requiring more accountability in return for their dollars. And with more nonprofits vying for the dollars available, it has never been more critical to have your nonprofit in legal and financial order. This credential will cover these topics:

  • Ensure your organization meets its legal obligations and understand how to protect donor information, follow donor intent, and provide tax receipts to donors as applicable.
  • Understand how to create the necessary documentation to show sound financial practices and timely reporting.
  • Integrate best practices regarding technology and data collection/ retention in regards to personnel information.

This course is one of nine Nonprofit Organizational Credential offerings. Each Credential course is designed to move your organization to the next level in adopting and following best practices--resulting in a vibrant, sustainable nonprofit. We encourage you to invite staff, volunteers, and board members to accompany you. Expanded participation broadens perspective, builds cooperation, and lightens the workload. UNA's Nonprofit Organizational Credential in Finance and Legal provides state-of-the-art information condensed into two days of classroom instruction. You’ll take this deeper understanding back to your organization and begin to apply it to your policies and practices. Then you'll reconvene with our Subject Matter Expert to workshop your practices and ask questions specific to your organization. Once you’ve documented best-practices at your organization, your organization earns the Finance and Legal Badge. 

For more information about this course and for Nonprofit Organizational Credential Badge requirements CLICK HERE

UNA Member Rate: $150 for the first person/$30 for each additional participant
Non-Member Rate: $300 for the first person/$60 for each additional participant

Course dates:
Classroom Training Part 1: Wednesday, October 30, 2019   9:00 am-3:00 pm
Classroom Training Part 2: Thursday, October 31, 2019   9:00 am-3:00 pm
Workshop*: Tuesday, December 10, 2019   9:00 am-4:00 pm
(lunch will be provided for both classroom training sessions but not the workshop)

*Workshops provide participants an opportunity for more deeply integrating the concepts and practices covered in the program. We'll schedule each participating organization for a 45-minute workshop on December 10)

UNA Office
4900 South Highland Drive, Suite B
Salt Lake City, UT 84117
(Above Mountain America Credit Union)

Contact Email:
Contact Name:
Utah Nonprofits Association
Contact Phone: