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 series 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 this session, Tools for Cash Management & Analysis, and the other session in the Certificate program: Introduction to Nonprofit Financial Management on February 27, 2025. You must register for each of these sessions separately.

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Tools for Cash Management & Analysis

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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$288.00 Only $89 thanks to the support of our funders.

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

Registration closes at 11:55 p.m. Eastern on March 4, 2025.

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CFRE Continuing Education Points

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.