EDUCATION > Charles Schwab Bank: Financial Certificate

Charles Schwab Bank: Financial CertificatE

Financials, 990’s, and tax returns made approachable and effective!

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.

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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

Collin County Cohort

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Venue

CAC of Collin County
1707 Heritage Dr.
McKinney, TX 75069

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Time

9:00 a.m. – 12:00 p.m.
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Rates

$275: Covers Up to Two Members of Your Organization

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Session Dates – Collin County

1.  Tuesday, June 10, 2025
2. Thursday. June 12, 2025
3. Tuesday, June 17, 2025
4. Wednesday, June 18, 2025

Please note: You must attend all sessions to obtain your certificate.

rEGISTRATION COMING SOON

dallas Cohort

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Venue

CNM Dallas
Energy Square I
4925 Greenville Avenue, Suite 106
Dallas, TX 75206

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Time

9:00 a.m. – 12:00 p.m.

 

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Rates

$275: Covers Up to Two Members of Your Organization

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Session Dates – Dallas

1.  Tuesday, September 9, 2025
2. Thursday, September 11, 2025
3. Tuesday, September 16, 2025
4. Thursday, September 18, 2025

Please note: You must attend all sessions to obtain your certificate.

REGISTRATION COMING SOON
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Meet your instructor

Chad M. Rosen

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 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.