Nonprofit Financial Literacy Certification

Transform your Nonprofit’s Financial Oversight and Achieve Financial Excellence!

Financial literacy will empower you to lead your nonprofit with solid fiscal skills, a new appreciation of the numbers, and the respect of your colleagues. It doesn’t take an accounting degree—or even math prowess—to be financially literate.

To help you master nonprofit finance, we have organized an information-packed and timely series of five webinars led by a nationally recognized expert. The Nonprofit Financial Literacy Certification will enable you to:

• Understand the details of financial management and reporting
• Expertly communicate about financial topics
• Earn a meaningful certification
• Advance your career

Nonprofit Financial Literacy Certification

Session 1: Leadership Roles, Responsibilities, and Oversight

• Fiduciary duty
• Role, preparation, and oversight of a budget
• Roles of your board and executives
• Role of finance professionals
• Relationship between organizational priorities and financial oversight

Session 2: Accounting Terms, Processes, and Financial Reporting

• Types of financial statements
• Who prepares what
• Key questions you and your finance professionals should answer

Session 3: Utilizing Dashboards

• Key performance indicators (KPIs)
• Visual display and publishing of KPIs
• Structure and frequency of performance dialogues with staff and board

Session 4: Operational Planning and Budgeting

• Ten steps to creating a budget
• Walkthrough of an actual budget template
• How to avoid the “tweak last year” trap
• How to handle mid-year financial surprises

Session 5: A Culture of Stewardship

• Reviews and audits
• How to create a culture of transparency, stewardship, and accountability
• Questions every board should ask its executive director