Excellence Redefined: Empower Not-for-Profits to Thrive in 2025

Eye on Washington Quarterly Update Q4 2024

Join CBIZ for a not-for-profit webinar to equip yourself with the knowledge and tools not-for-profits need to excel in the evolving financial landscape in 2025. Our featured speaker, William Jarvis, philanthropic executive at Bank of America, will review key insights from the 2023 Bank of America Study of Philanthropy, highlighting important current and industry trends not-for-profit leaders should know.

Course Objectives:

After completing this course you will be able to:

  • Evaluate current industry trends and predictions for 2025, including their impact on financial decision-making  
  • Strategically plan and develop practical solutions for the upcoming year to maximize efficiency 
  • Understand how to apply key insights from Bank of America’s philanthropy report to their future business plans 

Other Webinar Details:

  • CPE: This webinar is eligible for up to 1.8 Specialized Knowledge CPE credits. 
  • Prerequisites: Attendees should have a minimum of 6 months of experience in the accounting industry and some experience with not-for-profits
  • Advance Preparation: None
  • Program Level: Update

Upon registration, you will receive a confirmation email with your link to join the session. DO NOT SHARE THIS LINK WITH OTHERS AS IT IS UNIQUE TO YOU. Sharing the join link with others may prevent you from receiving CPE credit for attending the session.

If you require a reasonable accommodation in order to participate in this event, please email [email protected] or call (816)841-4025.



    *Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

    • GoToWebinar Instant Join
    • iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

    If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

    For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

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    CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

    **CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and CBIZ CPAs are members of Kreston International Limited, a global network of independent accounting firms.