training

Built Around Your Goals

The Financial Hurdles Nonprofits Face

Whether it’s building confidence in budgeting, strengthening board oversight, or preparing for growth, tailored accounting and finance training equips your organization with the knowledge and tools to navigate these demands. Key reasons to invest in training:

Access to experts who understand the complexities of nonprofit accounting
Address audit and compliance concerns
Improve transparency to increase donors and stakeholders confidence
Navigate leadership transitions
Strengthen board oversight
Improve budgeting and forecasting skills

HOW WE CAN HELP

Our personalized Training Program enhances nonprofit’s impact and sustainability. Here’s what you can expect:

CUSTOM SOLUTIONS

We’ll address your unique needs, from budgeting strategies to financial reporting, so your team can focus on impact without the guesswork.

EXPERT-LED TRAINING

Learn from experienced nonprofit finance specialists who understand your world and the challenges you’re facing.

ONGOING TRAINING

We’re here to help every step of the way, providing ongoing training that you can apply immediately to strengthen your organization’s operations.

PROVEN RESULTS

Our clients report measurable improvements in efficiency, confidence, and transparency after training with us.

Topics We Cover

Our training is designed to meet your nonprofit’s unique needs. While each session is fully customized to focus on what matters most to your organization, here are just a few examples of the topics we can cover. We’re not limited to these areas—our goal is to support whatever challenges you face.

Each of these topics can be customized to focus on the specific challenges your organization faces.

Our personalized Training Covers Essential Nonprofit Topics, Including:

Financial Reporting & Compliance

Learn to navigate nonprofit-specific reporting standards and maintain compliance with confidence.
Budgeting & Forecasting

Create realistic budgets and forecasts to help your organization plan for the future and make impactful financial decisions.
Internal Controls & Fraud Prevention

Establish effective controls to protect your organization’s assets and prevent potential fraud risks.
Grant Management & Donor Reporting

Streamline grant tracking and reporting for transparency and better relationships with funders.
Board Training

Equip your board members with financial insights and best practices to enhance governance.
Strategic Planning for Growth

Develop financial strategies that align with your nonprofit’s mission and long-term goals.

Hear from Our Clients

Chazin was very helpful in providing in-person and remote financial training sessions for our Board of Directors. Her excellent presentations demystified the organization’s finances and increased the Board’s understanding and engagement.

Brenda Costa

French Creek Valley Conservancy

Ready to empower your team?

Take the first step toward a stronger, more confident team. Schedule a call with us today to discuss your nonprofit’s needs and learn how our personalized training can make a difference.

Frequently Asked Questions

Who will lead the training sessions?

Our training sessions are led by our very own Technical Reviews and Education Manager, Jackie McLaughlin, CPA. Jackie brings over 35 years of accounting experience, with 18 years dedicated specifically to nonprofit accounting.

How long is each training session?

Session length depends on your organization’s needs but typically starts at a minimum of 1 hour, and could take 2-4 hours depending on the topic(s) covered. Board training sessions are half or full days. We’ll work with you to ensure the timing is convenient and fits your schedule.

Are sessions held in-person or virtually?

We offer both in-person and virtual training options to accommodate your preferences. Virtual sessions are conducted over a secure video conferencing platform.

What topics will the training cover?

Topics are customized to your needs but commonly requested topics include:

Contributions, Pledges and Pledge Discounts
Endowments
Understanding & Reconciling the Statement of Financial Position Accounts
Fixed Assets
Accounting for Investments
Prepaids
Leases
Understanding of Functional Expenses
Net Assets
Accounts Payables
Deferred Revenue
Budgeting
Monitoring Cash Balances
Grant Revenue Recognition
In-Kind Revenue and Expenses
And Many More!

Is the training interactive?

Yes, our sessions are highly interactive, allowing participants to ask questions, engage in discussions, and apply concepts to real scenarios within your organization.

How much does the training cost?

Pricing is based on the training format, topics covered, and number of sessions. We’ll provide a detailed proposal tailored to your organization’s needs after an initial consultation.

Can the training be customized for different roles within the organization?

Absolutely. We design the training to be accessible for participants with all levels of financial knowledge and will personalize content based on their roles, ensuring it’s relevant to their responsibilities and the specific challenges they face.

Is the training session recorded?

Yes, we can record sessions (with permission) so that participants can revisit the content as needed or share it with other staff within the organization who were unable to attend.

The Chazin Way

Nonprofit Experts

Serving nonprofits exclusively for over 20 years.

With over 20 years working exclusively with nonprofits, we pride ourselves in having a unique understanding of your accounting and reporting needs. Our accountants are CNAP certified and are updated and trained regularly on best practices and the changes to GAAP and FASB requirements that impact nonprofits.

Customized Services

Tailored solutions to fulfill each client's specific needs.

We offer a flexible business model to fit your organization’s specific accounting needs. We believe that nonprofits deserve personalized, quality service and should not settle for a one-size-fits-all approach. We collaborate with you to provide a customized solution that is not only cost-effective but also strengthens your accounting function. We are leaders in accounting services for nonprofit organizations.

Daily Accessibility

Virtual services that feel like we're just down the hall.

Your Chazin team is accessible to you each and every workday – not just certain times of the month. We combine proactive and personalized service with tailored communication processes to cultivate a collaborative relationship, so you feel like we are just down the hall.