UNA Credential in Finance and Legal

 Registration is closed for this event
Are you confident that every single one of your nonprofit’s financial and legal responsibilities are being met? In addition to these nonnegotiable responsibilities, your organization is obligated to display high levels of ethical behavior, accountability and transparency, and must also effectively manage your financial resources. If you have any concerns about any of these concerns, you may benefit by participating in the UNA Credential in Finance and Legal.

The Credential in Finance and Legal provides you with both a framework and support for ensuring that your nonprofit is meeting its professional and legal duties. The Credential includes:

  • Two days of online training sessions that deliver the essential information you need synthesized into manageable and understandable pieces  
  • Guidance, instruction, and coaching from attorneys and accountants (Subject-Matter-Expers or SMEs) with deep knowledge of nonprofits.  
  • Consultations with and ongoing support from the SMEs where you’ll receive feedback specific to your organization on its practices, processes, and operations related to the course.  
  • Resources including templates, samples, and other relevant information 
  • Direction on steps forward, in the form a list of requirements, that will guide your integration, adaptation, and application of the material to your nonprofit.  
  • A Badge, earned for your nonprofit, upon your demonstrating the completion of the Credential course requirements. 

Topics and goals for this Credential will help you: 

  • 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, data collection, and retention of personnel information. 

UNA Member Rate: $168 for the first person/$30 for each additional participant
Not-Yet-Member Rate: $336 for the first person/$60 for each additional participant

Course Dates:

Online Training Sessions
Part 1 | Finance | June 23, 2022 | 9 am to 3 pm 
Part 2 | Legal | June 24, 2022 | 9 am to 3 pm
30 Minute Organizational Consulations (deep dive into your nonprofit's needs)
Finance | August 4, 2022
Legal | August 5, 2022

Online via Zoom


June 23rd, 2022 9:00 AM through June 24th, 2022 3:00 PM
Event Fee(s) - UNA Members: Please log in above to see member discount
UNA Credential Registration
First Registrant $336.00
Additional Registrant $60.00