Hacking Excel: Building a Custom Financial Reporting Model for Your Small and Mid-Sized Nonprofit Clients

Free Webinar for Accountants

Length: 60 minutes

Download the support documents for this webinar here

How do we create an efficient, accurate and reusable financial reporting model for our small and mid-sized nonprofit and church clients without breaking the bank? The tools we would need to reduce or eliminate our reliance on Excel, such as Adaptive Insights, Anaplan, Prophix, Workiva and others CPM platforms are far too expensive for our small and mid-sized nonprofit clients. This is at the heart of our resistance to giving up Excel.

Microsoft Excel gets a lot of negative publicity in the finance world, with the message being that you need to adopt cloud applications and stop using it altogether. An article was published in the Wall Street Journal on November 29th titled “Stop Using Excel, Finance Chiefs Tell Staffs“. The very next day a follow-up article was published titled “Finance Pros Say You’ll Have to Pry Excel Out of Their Cold, Dead Hands”.

Jeff Bergman, CPA and CFO (Chief Financial Officer) of Aplos Software, has been a faithful Excel user since the dawn of Microsoft and will be taking a break from his regular numbers and spreadsheets to give a detailed lesson on how to build a financial reporting model for your small and mid-sized non-profit clients in Excel.

Learning Objectives:

  • Learn how to pull the necessary data from common accounting solutions for small and mid-sized nonprofits.
  • Understand how to structure the data and reports into efficient re-usable formats, including helpful formulas for aggregating the data.
  • See how to package your financial dashboard for your nonprofit and church clients to understand and utilize in making business decisions.

Instructor: Jeff Bergman, CPA and CFO of Aplos Software


CPE Credit Eligibility Statement

Our webinars follow the state board requirements for continuing education credit for NASBA, but we are not an official CPE sponsor for the NASBA. Please check with your State Board* which has final authority on the approval of courses for CPE credit. Credits may not be available in those states requiring pre-submission of the course by the sponsor. Other jurisdictions allow for an individual to submit applications.

Continuing education credits for webinars delivered in real-time can only be awarded to participants who have registered for and are logged in to the webinar as themselves, participated during the webinar, and submitted the evaluation form upon webinar completion. In the event of a technical failure and these requirements are not met, CPE credit will not be able to be issued.

Standards for CPE Program Presentation

Instructional delivery methods: Live online webcast
Field of Study Category: Computer Software & Applications
CPE Credit: 1 credit
Prerequisites: Proficient in Excel and strong understanding of Excel data tables and formulas
Program level: Intermediate
Advance preparation: None required
Complaint resolution policy: Feedback can be submitted to marketing@aplos.com
Content Updated: 12/1/17

* Not eligible for CPE credit in the following states which require NASBA approved sponsors: Alaska, Arkansas, DC, Florida, Hawaii, Illinois, Kansas, Minnesota, Mississippi, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee,  Texas, West Virginia

Eric Burgess serves as Aplos’ Marketing Director and is passionate about all things digital media. When he’s not writing searchable content for churches and nonprofits to find online, he’s likely spending time with his family or out riding his downhill mountain bike in the Sierra Nevada mountains somewhere. Oh, and he's deathly allergic to tree nuts.

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