Financial Management for Nonprofit Organizations
BUSA-40791
The leaders and staff of nonprofit organizations must ensure that accounting records and financial statements are accurate and comply with regulatory requirements. This class covers basic nonprofit accounting rules, procedures and best practices. Offering tips for improving financial efficiency and operational effectiveness, the curriculum also provides the “big picture” perspective that is so important to potential donors. Learn strategies to enable your organization to become stronger, more effective, and more sustainable.
Learning Objectives:
By the end of the course, students will:
- Gain insight on the different types of non profits based on their funding models and how that impacts financial systems and reporting
- Understand a basic set of non profit financial statements and know the specialized accounting rules that apply
- Be able to analyze the financial health of an organization using the financials
- Learn to navigate form 990 and other compliance requirements
- Understand the concept of internal financial controls and management’s responsibility in that area
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Full participation in Financial Management for Nonprofit Organizations is applicable for 20 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Course Information
Course sessions
Section ID:
Class type:
Textbooks:
Not-for Profit Accounting Made Easy 2nd
by Warren Ruppel
ISBN / ASIN: 9780471789796
You may purchase textbooks via the UC San Diego Bookstore.
Policies:
- No refunds after: 2/6/2025
Note:
Schedule:
| Date | Day | Start | End |
|---|---|---|---|
| 1/29/2025 | Wed | 6:00 p.m. | 9:00 p.m. |
| 2/5/2025 | Wed | 6:00 p.m. | 9:00 p.m. |
| 2/12/2025 | Wed | 6:00 p.m. | 9:00 p.m. |
| 2/19/2025 | Wed | 6:00 p.m. | 9:00 p.m. |
| 2/26/2025 | Wed | 6:00 p.m. | 9:00 p.m. |
| 3/5/2025 | Wed | 6:00 p.m. | 9:00 p.m. |
Instructor:
Rick Dahlseid
A Certified Public Accountant with a master's degree in Taxation, Rick is a financial expert by training and trade. His lead-servant perspective and warm personality give him an advantage in perfecting corporate vision and financial operations in order to ensure operational efficiencies. Rick enjoys sharing his ideation strength to plan and introduce enhanced operational and cost control initiatives to drive greater social awareness and mission impact. Rick has served as a leader, mentor, trusted advisor, and proponent of positive, productive organizational change in many types and sizes of organizations. Rick has unique expertise in the nonprofit area and has served in the Chief Financial Officer position for the past 18 years in healthcare, human services, arts and culture, environment, children’s initiatives, higher education, and affordable housing. He is employed by and serves on the Executive Management Team of PBO Advisory Group leading the Nonprofit Division. Rick was honored to be named 2021 San Diego Man of Influence and a finalist in the respected 2020 San Diego Business Journal’s CFO of the Year awards.
Rick is a board member of Financial Executives International and is affiliated with Financial Executive Networking Group and the CFO Roundtable. He is active in his church and enjoys exploring San Diego along with his wife Denise, of 42 years.