Non-profit Management Training

Now more than ever, non-profit managers and boards need to use accounting and statistical information to make good decisions. This course, which consists of three classes, shows you how to employ the software you already have to design and understand reports so that you can quickly see how the organization is doing:

Budgeting with Excel, QuickBooks and PowerPoint

In this class, I will work with your organization's staff to develop, present and monitor a budget. You will learn:

  • The definition of a budget and how it can be used as a management tool
  • The value of a consistent financial history in budget development
  • How to export financial information to Excel
  • How to use Excel to create what-if scenarios
  • How to use your expense and revenue budgets to automatically generate cash flow and balance sheet budgets
  • How to transfer your information to PowerPoint to create presentations

Accounting and Financial Management for the Non-Financial Manager

In this class I will work with staff who do not get involved in day to day bookkeeping but who need good financial information to mange a single program or the entire organization. (For those totally unfamiliar with accounting systems it is recommended that Accounting 101 be taken first). You will learn:

  • The basic concepts of Accounting
  • The roles of the financial staff, the executive director and the board
  • The basics of budgeting
  • How to interpret financial reports
  • How to communicate financial information to the board and those outside the organization
  • How to integrate various computer applications into useable information
  • How to evaluate your organization's financial management systems

Financial Management for Non-Profit Boards

In this class, I will help board members fulfill fiduciary duties and their role as stewards of the organization's finances. You will learn:

  • The appropriate roles and responsibilities of financial staff, the executive director and the board
  • The role of a board finance committee
  • The importance of good budgeting
  • How to read financial statements
  • How to evaluate your organization's financial management
  • How to evaluate your organization's financial management systems


  • Training is designed to meet your organization's needs
  • Board and staff orientation to organization finances
  • How to interpret and use financial and statistical reports
  • Access to additional resources available via