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How to Choose the Right Financial Professional for Your Nonprofit

Choosing the right financial professional for your nonprofit isn’t just about credentials — it’s about finding a partner who understands your mission and your needs. In this webinar, we’ll cover the five essential questions every nonprofit leader should ask before hiring (or replacing) a Certified Public Accountant (CPA) to ensure your organization’s financial health and compliance are in good hands.

You’ll learn how to:

  • Evaluate whether it’s time for a change
  • Set realistic expectations around turnaround time
  • Spot red flags in online reviews
  • Improve communication from both sides

Whether you’re hiring your first CPA or reconsidering your current one, this session will give you the tools to make a confident, informed choice.

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Virtual
Cost:
FREE
Presenter:
Stephen Newland, CMA, Owner, Money Path

About the Presenter:

Over the past 15 years, Stephen Newland has worked in finance roles at a variety of organizations including nonprofits, startups, early-stage companies, and Fortune 500. He has experience in a variety of industries including fintech, financial literacy, foster care, healthcare, professional services, e-commerce, SaaS, construction, real estate, biotech & media. When he's not working, he enjoys checking out a new coffee shop with his wife and daughter. You can always find him watching Arsenal, Cincinnati Bengals and Cincinnati Bearcat games!