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Nonprofit Financials: Understanding Reality & Ensuring A Future

September 12, 2019 @ 12:30 pm - 3:30 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 reports as they are vital to the organization’s operations and sustainability. During this workshop, you will learn how to read your organization’s financial story by reviewing financial reports and gaining insight on how to create a financial dashboard that provides greater financial awareness, engagement and strategic planning.

Learning Objectives:
Participants who attend this workshop will be able to:

  • Identify useful nonprofit financial reports
  • Recognize common financial terminology
  • Interpret financial information in context of organizational goals
  • Apply strategies to effectively participate in financial discussions and decisions
  • Explain benefits of financial dashboards that align with an organization’s strategic plan

Program Level: Basic
Prerequisites: None, no advance preparation required
Instructional Method: Adult In-person classroom – lecture, discussion, and hands-on exercises
Social Worker CEU Credits: 3 hours

Cost:  $65 members / $115 non-members

Note:  Registration closes two days prior to the class date.  All registrations are subject for approval.




Chad M. Rosen, CPA, MBA, MS is the managing member of CMRosen, LLC, is a Certified QuickBooks ProAdvisor, and specializes in the needs of nonprofit organizations. He 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. He is an instructor for CNM Connect and an adjunct professor at The University of Texas at Dallas. He is a member of the American Institute of Certified Public Accountants.


September 12, 2019
12:30 pm - 3:30 pm
Event Category:


CNM Dallas (Suite 1025)
6688 N. Central Expressway, Suite 1025
Dallas, TX 75206 United States
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