The Certificate in Nonprofit Financial Management will provide you with the basic skills and knowledge needed to establish and maintain strong financial management of your organization.

With a focus on best practices, these training sessions will strengthen your ability to make sound decisions that affect your nonprofit’s programs and operations. They will demystify financial jargon and teach you about financial record-keeping. Training material uses easily understood and relevant case examples as well as engaging, interactive explanations for financial terminology, assumptions and concepts.

Who should attend this series?

The session is for any nonprofit professional with little to no financial background who is seeking to understand or strengthen the basic knowledge and skills of nonprofit financial management or for professionals with basic for-profit financial experience who are looking to develop knowledge in the nuances between for profit and nonprofit financial management.

Experienced financial professionals with accounting background and experience are encouraged to consider one of the CFO Roundtable Sessions, offered once per quarter.

To earn the certificate, you must attend both sessions: Introduction to Nonprofit Financial Management and Tools for Cash Management & Analysis. 

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$259.00 Only $84 each thanks to the support of our funders.

OR $518.00 Only $159 for both sessions

This event is being held IN-PERSON at our training room in Tampa, FL.

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Introduction to Nonprofit Financial Management | November 28, 2023

Registration closes at 11:55 p.m. Eastern on November 26, 2023.

Whether you are a CEO, COO, financial manager, development or program staff member, many leaders in the nonprofit sector are unprepared to manage, analyze, and present critical financial information about their programs and organizations, yet to run a successful organization, you must have a basic understanding of your nonprofit’s financial outlook and how to translate it. Funders and donors often judge us by our financials and our ability to communicate what the numbers mean.

During this half-day program, presenter Teresa Craig, CPA, will teach you the basics of good financial management and how to use financial information to communicate with others. This session provides financial instruction and confidence for non-financial staff members who have to deal with “the numbers” but lack an accounting or finance background.

This program will prepare you to:

• Read and understand financial statements
• Identify risks and trends
• Ask the right questions based on understanding the numbers
• Control the financial information that tells your story
• Use financial information to direct and motivate staff and board members to achieve organizational goals

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Tools for Cash Management & Analysis | December 12, 2023

Registration closes at 11:55 p.m. Eastern on December 10, 2023.

Would you like to become more comfortable with your organization’s financial numbers? Whether you are a CEO, COO, financial manager, fundraiser or program staff member, you will explore easy-to-use tools, concepts and techniques to manage your organization’s finances that you can begin implementing right away.

Nonprofit organizations are under increasing pressure to demonstrate their skills in managing finances, while many in the nonprofit sector are unprepared to manage and analyze the financial information important to our programs and organizations.

During this session, taught by Sheff Crowder, you will learn different accounting practices that affect nonprofit financial reports, including:

• Cash flow and cash management
• Cost analysis
• How to present financials to a funder
• The three expense buckets that make up the statement of functional expenses and how to report them
• Common errors/problems to avoid when allocating expenses
• Allocating in-kind gifts and contributed services

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CFRE Continuing Education Points

Full participation in Introduction to Nonprofit Financial Management is applicable for 4.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Full participation in Tools for Cash Management & Analysis is applicable for 4.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.