Seminars and Training

Bring Lifeboat Accounting to your organization for a customized training session for your board, staff, or leadership team.

Tailored to your organization

We’ll customize the training to your team’s needs, experience, and priorities.

Scheduled around your team

We’ll work with you to find a date and time that works for everyone.

Seminar Topics

So You’re on the Board of a Nonprofit… Now what? 

1 hour
A must-attend introduction for board members covering:
  • Non-profit Lifecycle: How it impacts board responsibilities
  • Key Challenges & Opportunities: What every non-profit should know
  • Roles & Best Practices: Board responsibilities simplified
  • Q&A Session: Ask your toughest questions!

Compliance Check: Must-Have Policies & Best Practices for NFPs

1.5 Hours
  • Audit Your Policies: Identify gaps in your organization's procedures.
  • Best Practices: Learn essential policies every nonprofit should have.
  • Resources & Templates: Get tools to implement better governance.

Charitable Solicitations, Donor Acknowledgements & Fundraising Pitfalls

1 Hour
  • Donation Compliance: IRS rules for fundraising & in-kind gifts
  • Acknowledgement Best Practices: Ensure legal donor recognition
  • Fundraising Red Flags: Avoid common mistakes in nonprofit development
  • Finance Committee & Board Best Practices (1 hour)
  • Onboarding & Training: Equip new board and finance committee members
  • Effective Communication: Improve leadership and financial oversight
  • Checklist for Success: Stay compliant and efficient

How to Read IRS Form 990

1 Hour
  • Beyond Tax Filling: Form 990 as a compliance and donor tool
  • Key Sections Explained: What funders and stakeholders look for
  • Practical Insights: Improve your organization’s public financial image

Introduction to Unrelated Business Income Tax [UBIT]

1 Hour
  • Revenue Diversification: When nonprofit activities become taxable
  • IRS Compliance Rules: Avoid risks in alternative funding strategies
  • Smart Financial Planning: Grow revenue while staying tax-exempt

Accounting for Nonprofits

8 Hours
A step-by-step guide to nonprofit financial management.   Designed for nonprofit bookkeepers, board members, and management, this course consists of 8 one-hour sessions covering:

  • How to Read Financial Statements: Understand Nonprofit- Specific Accounting
  • QuickBooks Online for Nonprofits: Essential functions and reporting
  • Recording Donations Correctly: Gift acknowledgements and restrictions
  • Grant & Designated Fund Tracking: Compliance with donor intent
  • Essential Financial Policies: Governance and Internal Controls

Nonprofit Accounting Deep-Dive

4 Hours
  • Grant Accounting: Properly track and manage grant funds
  • Deferred Revenue: Understand when to recognize revenue
  • Functional Expenses: Allocate costs correctly
  • Nonprofit-Specific Strategies: Compliance and best practices
Contact course-info@lifeboataccounting.com or contact your Lifeboat Accounting representative to discuss scheduling a seminar.
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