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Nonprofit Financials – Understanding Reality and Ensuring a Future

October 28, 2021 @ 1:00 pm - 4:00 pm

Often, the quietest part of a staff or board meeting is the financial portion of the agenda. Financials can be overwhelming and confusing if you don’t understand what you are looking at or aren’t comfortable asking questions. However, it is important for nonprofit professionals and board members alike to be able to understand financial statements as they are vital to the organization’s operations and sustainability. During this workshop, you will learn how to read your organizations financial story by means of financial statements and gain insight on how to analyze them, thereby facilitating greater financial awareness, engagement and strategic planning.

After attending this workshop you will:

  • Become acquainted with basic nonprofit financial statements and footnotes
  • Learn the information they provide and how they’re generated and used
  • Understand some variations in presentation
  • Recognize common financial terminology
  • Know how to perform basic analysis

Program Level: Basic
Prerequisites: None, no advance preparation required
Instructional Method: Online via Zoom
Social Worker CEU Credits: 2 hours

Cost: $65 members / $115 non-members

Please Note: Registration closes at 12 noon on the day prior to the class date. Registrations are subject to approval.






Chad Rosen, CPA, MBA, MS

Chad M. Rosen is the managing member of CMRosen, LLC, which provides audits, reviews, consultation, bookkeeping, and Form 990 preparation. He is a Certified QuickBooks ProAdvisor and founded the Nonprofit Accounting Society of Dallas (NASD), which holds regular lunch meetings to discuss and answer questions related to nonprofit accounting.

Chad received his undergraduate degree from UCLA, where he graduated magna cum laude in three years. He received his MBA in Finance and his MS in Accounting and Information Management from The University of Texas at Dallas. He became licensed as a CPA after passing all four parts of the CPA Exam on his first attempt. Aside from his teaching at CNM, Chad has taught undergraduate and graduate courses as an adjunct professor at UTD. He is a member of the American Institute of Certified Public Accountants and can be reached at


October 28, 2021
1:00 pm - 4:00 pm
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