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Financial Management Certificate Fall 2026 (Sponsored by Charles Schwab)
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Financials, 990s, and tax returns made approachable and effective!

 Export to Your Calendar 9/8/2026 to 9/17/2026
When: Tuesday/Thursday - September 8, 10, 15, 17
Dallas - 9:00 a.m. - 12:00 p.m.
Where: CNM Dallas
6668 N Central Expwy
Suite 1025
Dallas, Texas  75206
United States
Contact: Wendy Ogren
education@thecnm.org


Online registration is available until: 9/4/2026
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CNM and Charles Schwab Bank partner to offer nonprofits four half-day sessions on financial basics and best practices. Nonprofit professionals will get acquainted with accrual accounting, become pros at financial statements, learn how to process different types of donations, and expertly tackle a Form 990. Each nonprofit may send up to two participants per registration.

Course Outline

Accounting Basics

  • Introduction to accrual accounting
  • Introduction and orientation to nonprofit financial statements
    • Purposes of financial statements
    • Accounting equation
    • The three (or four) basic financial statements
    • Basic analysis and budgeting concepts
  • Introduction to Form 990, including page by page discussion of main form

Financial Best Practices

  • Frequently asked questions on nonprofit tax and accounting related to:
    • In-kind donations
    • Agency transactions
    • Tax acknowledgements and disclosures for donations
    • Third-party events
    • Accountable versus non-accountable reimbursement plans
    • Various other tax considerations
  • Best practices for grant and functional expense allocations
  • Practical methods of tracking restricted and conditional donations
  • Overview of audits, reviews, compilations, and single audits

Please note: You must attend all four sessions within 18 months to obtain your certificate.


Designed for: nonprofit professionals

Dallas Dates:Tuesday/Thursdays

September 8

September 10

September 15

September 17

 

Rates:

$275  

One year of CNM Membership included in registration for NEW members only