Professional Development Center of Excellence
Charles Schwab Bank:
Financial Management Certificate
Our workshops, seminars, and certificate programs give nonprofit leaders and teams the skills, frameworks, and credentials to strengthen their organizations and deepen their impact.
In partnership with Charles Schwab Bank, this certificate gives nonprofit professionals a comprehensive grounding in nonprofit financial management — from accounting basics and financial statement analysis to Form 990 preparation and donation processing best practices.
Master the Financial Side of Nonprofit Management
Financial fluency isn’t just for finance staff — it’s a leadership skill.
When the people running your programs, managing your grants, and reporting to your board understand what the numbers mean and where they come from, your organization makes better decisions, builds stronger funder relationships, and operates with greater confidence and accountability.
Four focused half-day sessions move through the full arc of nonprofit financial management — from foundational accounting concepts to the practical mechanics of donation processing, grant tracking, and audit preparation — with instruction grounded in real-world nonprofit application. The material connects directly to the financial realities your organization is already navigating.
Who It's For
Nonprofit professionals who work with or alongside financial operations — program managers, development staff, executive leaders, and operations professionals who want to understand their organization's finances with greater depth and confidence.
Each nonprofit may register up to two participants.
What You'll Learn
The program covers the foundational disciplines of nonprofit financial management: accrual accounting, financial statement analysis, Form 990 preparation, donation processing, grant and functional expense allocation, restricted fund tracking, and audit preparation — all presented as practical, immediately applicable knowledge.
Program
The program includes four in-person half-day sessions. Participants must attend all four sessions within 18 months to earn the certificate.
Accounting Basics
Introduction to accrual accounting and the accounting equation
Nonprofit financial statements: purposes, structure, basic analysis, and budgeting concepts
Form 990: introduction and page-by-page walkthrough of the main form
Financial Best Practices
Nonprofit tax and accounting FAQ: in-kind donations, agency transactions, tax acknowledgements, third-party events, reimbursement plans, and related considerations
Grant and functional expense allocations, and practical methods of tracking restricted and conditional donations
Overview of audits, reviews, compilations, and single audits
Rates
Members: $275 — CNM Membership included with registration for new members only
Questions? Get in touch at education@thecnm.org.
Schedule
Summer 2026 — Dallas
Dates
Tues./Thurs. - June 16, 18, 23, 25
Times
9am to 12pm
Venue
CNM Dallas
4925 Greenville Ave
Training Room 106
Dallas, TX 75206
Participants must attend all four sessions within 18 months to earn the certificate.
Fall 2026 — Dallas
Dates
Tues./Thurs. - Sept. 8, 10, 15, 17
Times
9am to 4pm
Venue
CNM Dallas
4925 Greenville Ave
Training Room 106
Dallas, TX 75206
Participants must attend all four sessions within 18 months to earn the certificate.
Meet Your Instructor
Instructor information coming soon.
Not sure if the Charles Schwab Bank Financial Management Certificate is right for you?
Get in touch with our team at education@thecnm.org. We’ll be glad to discuss the program and answer any questions you have. We’re here to help!