Events Calendar

Certificate in Nonprofit Financial Management

About This Event

Starting:

Wed, February 22, 2023
In-Person

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

$259.00 Only $84 each (when logged in) thanks to the support of our funders.

OR $518.00 Only $159 (when logged in) for both sessions

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

Introduction to Nonprofit Financial Management | February 22, 2023

Registration closes at 11:55 p.m. Eastern on February 20, 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

Tools for Cash Management & Analysis | March 1, 2023

Registration closes at 11:55 p.m. Eastern on February 27, 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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Sessions

Intro to Financial Management
February 22, 2023
08:30 AM
to 12:30 PM
In-Person
1408 N. Westshore Blvd. Ste. 140 Tampa, FL 33607
Intro to Financial Management
February 22, 2023
08:30 AM
to 12:30 PM
In-Person
1408 N. Westshore Blvd. Ste. 140 Tampa, FL 33607
Tools for Cash Management & Analysis
March 1, 2023
08:30 AM
to 12:30 PM
In-Person
1408 N. Westshore Blvd. Ste. 140 Tampa, FL 33607
Tools for Cash Management & Analysis
March 1, 2023
08:30 AM
to 12:30 PM
In-Person
1408 N. Westshore Blvd. Ste. 140 Tampa, FL 33607

Certificates

Earn Your Certificate Today!

The Certificate in Nonprofit Financial Management will provide you with the basic skills and knowledge necessary to establish and maintain a strong financial management system. With a focus on best practices, you will build your ability to make sound decisions that affect your nonprofit’s programs and operations.

Start your certificate today!

The Certificate in Nonprofit Financial Management will provide you with the basic skills and knowledge necessary to establish and maintain a strong financial management system. With a focus on best practices, you will build your ability to make sound decisions that affect your nonprofit’s programs and operations.

Teresa Craig is a strategic consultant.  Previously, she was the Executive Director of LifePath Hospice serving over 1300 patients each day and overseeing the work of 700 employees in Hillsborough County. She has been an organizational consultant and was the Executive Vice President for Bristol Hospice, the CEO for Suncoast Solutions, and Vice President of Finance/Information Systems and CFO of Suncoast Hospice and Hospice, Inc.

Under Teresa’s leadership, Suncoast Solutions grew from a dream in the halls of The Hospice of the Florida Suncoast to one of the hospice industry’s premier performance tools, serving one out of every four hospice patients nationwide during her tenure.

Teresa began working with hospices in 1991. Prior to hospice care, Teresa worked in public accounting as a CPA with an emphasis in health care and nonprofit organizations. She has more than 30 years of consulting and management experience.

She has served on numerous committees or on the board for the National Association of Hospice and Home Care, Hospice Association of America, National Hospice and Palliative Care Organization, National Hospice Organization Insurance Agency, Wichita State University Foundation Advisory Board and the Nonprofit Leadership Center of Tampa Bay Board of Directors.

A frequent presenter at state and national conferences, Teresa is committed to helping nonprofit organizations achieve good business practices and systems.