Sound financial management is crucial to the health of an organization. CNPE relies on Certified Public Accountants in our community to provide the most up-to-date information on regulations and best practices.

Financial Management Tools and Resources:

• Financial Management Training and Events
• CPA Board Engagement and Recruitment
• Available CPA Board positions at local nonprofits
• Financial Management Toolkits
• Financial Management Resources
• Frequently Asked Questions / Ask the Expert

CPA Board Engagement and Recruitment

CNPE helps link nonprofits seeking board members with financial expertise with CPAs seeking board service opportunities. If your organization is looking for a finance-related board member, please fill out a board member request form and we will post the opening on our site. If you are interested in joining a local nonprofit board you may view available board positions.

Financial Management Toolkits

The financial management toolkits are designed to offer information in an easy-to-access, printable, abridged version of live trainings. The following are available to view or print:

• Accounting Glossary
• Accounting for Grants
• Audit
• Budget Process
• How to Avoid Conflicts of Interest
• Internal Controls
• IRS Form 990
• Lobbying
• Selecting Accounting Software
• FAQs About the Upcoming Compliance Changes for Retirement Plans

Financial Management Resources

• IdeaEncore - Financial Management tools and templates
• IRS - section of the IRS website for nonprofits
• IRS Tax Basics for Exempt Organizations - virtual workshops
• New Mexico Attorney General's website - statute on charitable organizations
• New Mexico Charitable Organizations Register - file annual reports, register an organization
• Professional Bookkeepers Association of Albuquerque - local meetings, resources
• Albuquerque Chapter of the American Payroll Association - local meetings, resources
• Article: "Sabanes-Oxley for Nonprofits"