Image of a dollar: Certificate in Nonprofit Financial Management

Certificate in Nonprofit Financial Management (In-Person)

Carina Kleter

  • Intro to Financial Management
    March 22, 2022
    8:30 am - 12:30 pm EST
  • Tools for Cash Management & Analysis
    March 29, 2022
    8:30 am - 12:30 pm EST

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


$244.00 Only $79 each (when logged in) thanks to the support of our funders

OR $488.00 Only $149 (when logged in) for both sessions

Multiple Registrant Discount
Receive 10% off each registration after the first (cannot be combined with any other discounts).

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


Introduction to Nonprofit Financial Management | March 22, 2022

Registration closes at 11:55 p.m. Eastern on March 20, 2022.

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 29, 2022

Registration closes at 11:55 p.m. Eastern on March 27, 2022.

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

Meet Your Trainers

With 30 years of consulting and management experience, Teresa Craig is currently 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. Prior to hospice care, Teresa worked in public accounting as a CPA with an emphasis in health care and nonprofit organizations.

Teresa 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.

 

For nearly three decades, Sheff Crowder, founding chair of the Nonprofit Leadership Center, has led the Conn Memorial Foundation, analyzing community organizations and their impact. As a funder and facilitator for several collaborative initiatives, he will provide valuable insights for how nonprofit leaders can demonstrate a social return on their investment to donors, funders and key stakeholders using his organization’s community impact reports as a case study.

The Conn Memorial Foundation provides leadership and grants to organizations in Hillsborough County that support the educational achievement of children and youth in low-income neighborhoods and strengthen the capacity of leaders in preschools, schools and social service organizations. He is also an instructor at the University of Tampa in nonprofit management. Sheff has a bachelor’s degree from Wheaton College and a master’s degree from Fuller Theological Seminary.


Safety and Health Protocols for In-Person Classes

The safety and health of all visitors, students, trainers and staff is our top priority.

The Nonprofit Leadership Center is taking necessary precautions to ensure the safety of guests and participants for all in-person training sessions:

  • We are following all federal health and safety guidelines, as well as guidance from state and local governments. Depending on the community spread of COVID-19, this may include protocols such as wearing face coverings and social distancing. Registrants will receive an email from NLC one week prior to each in-person training session that outlines specific protocols to expect on the event day.
  • We are using enhanced protocols and practices to keep our Training Room healthy and safe.
  • Training Room capacity is limited to ensure proper distancing.
  • Any person who is feeling unwell or suspects they have been exposed to contagious illness is asked to refrain from attending in-person training events. If you are not feeling well on the day of your training or are aware of exposure (within the previous 10 days) to someone who has tested positive for COVID-19, we ask that you cancel or reschedule your visit with us, whether or not you appear to be experiencing symptoms of illness. If you need to cancel for this reason, please notify us, and we will be happy to provide program credit equivalent to the registration fees already paid.

Please note: In-person training events are subject to be changed to virtual (via Zoom), rescheduled or canceled depending on current CDC guidelines and/or state and local government recommendations as the date of the training approaches. If such a change is required, registrants will be notified in advance.


CFRE Continuing Education Points
Full participation in each class is applicable for 4.0 points per class in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

 


Registration & Cancellation Policies

Visit the Registration & Payment Policies page for answers to many questions regarding payment, attendance, substitutions, cancellation and refunds.

NLC/Children’s Board of Hillsborough County (CBHC) No-Show Policy
If you use a CBHC code to register for an NLC event, you will be responsible for paying the registration and processing fees if you do not show up for the class. Please read the full no-show policy here.

Visit our FAQ page for answers to other questions you may have.


If you need special accommodations to participate in any of our classes or events, please contact us at 813-287-8779 or info@nlctb.org.

There may be photographing of the training for use in our marketing materials. If you do not wish to be captured on film, please alert staff at registration. 

Tickets Price Qty
Full Series - Intro & Tools Registrationshow details + $149.00 (USD)  
Intro Single Registrationshow details + $79.00 (USD)  
Intro - 10% Multiple Registrant Discountshow details + $71.10 (USD)  
Tools Single Registrationshow details + $79.00 (USD)  
Tools - 10% Multiple Registrant Discountshow details + $71.10 (USD)  

Venue:  

Venue Phone: 813-287-8779 or info@nlctb.org

Venue Website:

Address:
1408 N Westshore Boulevard, Suite 140, Tampa, Florida, 33607, United States

Description:

Towers at Westshore is at the corner of W Laurel Street and N Westshore Boulevard.