Professional Development > 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. Please note: You must attend all four sessions within 18 months to obtain your certificate.

Designed for: Nonprofit professionals responsible for managing, overseeing, or interpreting financial information who want a practical, nonprofit-specific foundation in accounting, compliance, and financial best practices.

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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

Dallas Summer 2026 Cohort

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Venue

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

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Time

Tuesdays / Thursdays

9:00 a.m. – 12:00 p.m.

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Rates

$275: Covers Up to Two Members of Your Organization 

CNM Membership included with registration for NEW MEMBERS only.

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Session Dates – Dallas Summer 2026

1.  Tuesday, June 16
2. Thursday. June 18
3. Tuesday, June 23
4. Thursday, June 25

Please note: You must attend all four sessions within 18 months to obtain your certificate.

Register Here

dallas Fall 2026 Cohort

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Venue

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

Created with Sketch.

Time

Tuesdays / Thursdays

9:00 a.m. – 12:00 p.m.

Created with Sketch.

Rates

$275: Covers Up to Two Members of Your Organization 

CNM Membership included with registration for NEW MEMBERS only.

Created with Sketch.

Session Dates – Dallas Fall 2026

1.  Tuesday, September 8
2. Thursday, September 10
3. Tuesday, September 15
4. Thursday, September 17

Please note: You must attend all four sessions within 18 months to obtain your certificate.

Register Here
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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.