Financial Management

Sound nonprofit financial management is one of the biggest keys to success for any nonprofit organization. Your needs will vary considerably based on the size of your organization, scope of your mission and sources of income.

That said, two things never change: Whether you have one employee or 1,000, your organization will need accurate bookkeeping and committed, credible oversight. With those in place, you’ll be in a better position to maintain your 501c(3) status, raise and manage necessary funds, and protect the resources needed to deliver on your mission.

This section is designed to guide you through an overview of key accounting indicators and functions as they relate to nonprofits. We also outline important regulatory, governance and tax considerations. Even if numbers aren’t your thing, the topics discussed here should give you a good sense of the areas to explore with your bookkeeper, accountant and board.

The seminars below cover a few of our most popular topics. Click here to visit our training calendar for upcoming opportunities.

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Technology Lab: Quickbooks

This hands-on computer class will have you learning the Quickbooks accounting system, including customization and the chart of accounts and generating reports.

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Technology Lab: Excel

Work with an Excel expert in front of a computer, learning time-saving tips, specific functions, formatting, tables, and more.

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Financial Management : Building Budgets

Budgets serve as a road map for our work. We’ll cover types of budgets and their uses; departmental and organizational budgets; the relationship of budgeting to planning; and how to identify, monitor and control program-related costs.

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Financial Literacy For The Non-Accountant

This fear-free introduction to nonprofit financial accounting will help you gain meaningful information from your financial documents and system. We’ll cover terminology, internal controls, financial statements, and the form 990.

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