Training Series
Build With Confidence
The Building Legacies Training Series
Our comprehensive training program is divided into two powerful courses that take you from building the architecture of a healthy nonprofit to mastering the daily disciplines that sustain it.
Authored by Carla Bourdeau, CPA, CFE, ACDA, each module combines plain-English teaching, authoritative regulatory frameworks, real-world case studies, and practical application activities so that learning translates directly into action.
Course One
Legacy Foundations
The essential training for nonprofit founders, executive directors, board members, and aspiring leaders who are ready to build organizations that stand on solid ground. This five-module series lays the structural underpinnings every healthy nonprofit needs — before the programs, before the growth, before the first audit.
Rooted in the conviction that integrity is not optional and that every nonprofit deserves the same standard of excellence as the largest foundation in the country.
Governance Foundations
The legal identity of a nonprofit, fiduciary duties under Tennessee law, foundational governing documents, conflict of interest management, and the role of internal audit.
Financial Statement Presentation
The four required nonprofit financial statements, net asset classes under FASB ASU 2016-14, liquidity disclosures, functional expense reporting, and how to read your own numbers with confidence.
Compilation, Review & Audit Engagements
The four levels of CPA service — preparation, compilation, review, and audit — how to choose the right level, and how to be a phenomenal client when your CPA shows up.
Internal Controls for Nonprofits
The COSO 2013 framework, the five components of internal control, segregation of duties, critical controls over cash and payroll, and practical compensating controls for small organizations.
Ethics & Professional Conduct
The AICPA Code of Professional Conduct, independence in fact and appearance, integrity, due care, confidentiality, and the daily work of building an ethical organizational culture.
Who This Course Is For
Nonprofit founders, executive directors, board members, finance staff, and anyone who has been handed responsibility for an organization and wants to lead it with confidence and integrity.
Course Two
Legacy Stewardship
Legacy Stewardship picks up where Legacy Foundations leaves off. If Foundations is about how a nonprofit is — the architecture beneath everything — Stewardship is about how a nonprofit runs. This five-module series takes leaders into the daily, weekly, and monthly disciplines that turn a well-built organization into a well-run one.
Stewardship is one of the deepest words in the nonprofit vocabulary. These five modules are how you earn it.
Fund Accounting Fundamentals
The technical mechanics of tracking restricted and unrestricted resources — chart of accounts design, restriction tracking, journal entries, and the reports that show donors and the board exactly what's happening with their gifts.
Operating Reserves & Cash Management
How to define, calculate, and build operating reserves; the 13-week rolling cash flow forecast; cash management practices that prevent Friday-afternoon surprises; and how to report liquidity to your board.
Fraud Prevention & Detection
The Fraud Triangle, the most common nonprofit fraud schemes, anti-fraud controls aligned with COSO and AICPA standards, behavioral and analytical red flags, and a sound initial response when something doesn't look right.
Form 990 & Public Disclosure
A part-by-part walk through the Form 990, the schedules that carry the most consequential disclosures, strategic best practices for the narrative sections, and how third-party rating sites use your 990 data.
Grant Management & Federal Compliance
The Uniform Guidance framework (2 CFR Part 200), allowable cost principles, procurement standards, subrecipient monitoring, time-and-effort reporting, and the Single Audit.
Who This Course Is For
Nonprofit leaders, finance staff, grant managers, and board members who are ready to move beyond the fundamentals and build the operational disciplines that sustain a mission for the long haul.
Legacy Foundations is recommended as a prerequisite.
Ready to Strengthen Your Foundation?
Reach out to learn more about our training schedule, group rates, and how we can customize our approach for your organization.