Financial management is the basis of planning and managing every aspect of an organization.  Without well managed resources, programs, staff, fundraising and technology may suffer, and organization viability can be threatened.  It is essential to have policies to guide the management  and reporting of an organization's financial affairs. 

• Financial Management Trainings
• Documents
• Websites

 Documents

• Accounting Glossary - definitions of accounting terms by CNPE
• Accounting for Grants - tips on how to account for various types of grants by CNPE
• External Audit - guide for recruiting an independent auditor by CNPE
• Budget Process - compiles information on and examples of budgeting by CNPE
• How to Avoid Conflicts of Interest - state and federal rules and sample policies by CNPE
• Internal Controls - overview and tips on checks and balances over assets and financial statements by CNPE
• IRS Form 990 - guide on how to file the Form 990 by CNPE
• Lobbying Guidelines - outlines restrictions on nonprofit lobbying by CNPE
• Selecting Accounting Software - covers importance and selection of accounting software by CNPE
• Sarbanes-Oxley for Nonprofits - summary of the Act's provisions and their relevance to nonprofits

Websites

• Tax Information for Charities and Other Nonprofits - tax information for nonprofits
• One-Time Filing Relief - IRS filing relief for small organizations that failed to file for three consecutive years
• New Mexico Attorney General's Charities Unit - links to form, register and file annual reports with the state; statutes governing charitable organizations; other resources
• Payment Card Industry Standards - information for organizations that process credit card payments
• Guidestar - financial information, news and trainings for nonprofits
• Albuquerque Chapter of the American Payroll Association - local meetings, resources
• Nonprofit Finance Fund - provides technical assistance and loans to nonprofits undertaking capital projects
• IRS Tax Basics for Exempt Organizations - virtual workshops

Financial Management Trainings