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Reading, Understanding and Presenting Financial Statements to the Board: Part 1
Published by Ohio Society of Association Executives
and South Carolina Society of Association Executives

As an association executive one of your most important responsibilities is to understand and present your organization’s overall financial picture to the Board of Directors. There’s good news! It doesn’t have to be complicated!

Back by popular demand, Jason Elliott, CPA, Chief Financial Officer of The Ohio Society of CPAs, will lead this informative 2-part discussion. Part 1 will cover:

  • The purpose of financial statements
  • Concepts such as accrual accounting, assets & liabilities
  • Statement of Financial Position

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

Jason Elliott, CPA, CGMA, CAE
Jason M. Elliott, CPA, CGMA, CAE is the Chief Financial Officer for The Ohio Society of CPAs. In his role, Elliott is responsible for day-to-day operations of the Society, including oversight of financial management, building operations, and human resources. Elliott has been associated with the Society since 2013, with responsibilities that include supporting the Society's finance, investment, and audit committees. Prior to joining The Ohio Society, Elliott had an expansive background,...More
Originally Published
September 19, 2016

Program Titles and Supporting Materials
This program contains the following components:
  1. Reading, Understanding and Presenting Financial Statements to the Board: Part 1 - Video
  2. Reading, Understanding and Presenting Financial Statements to the Board: Part 1 - Paper

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

 Click on jurisdiction for specific details  

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