Nonprofit Finance Certificate

Rice University’s Nonprofit Finance Certificate program supports those who manage finances at nonprofit organizations to develop sustainable financial processes and strategies. By earning this certificate, demonstrate to current and potential donors your expertise, experience, value and ability to implement a sound fiscal approach. Scholarships are available.

Woman reviewing data on paperwork

The financial operations you have in place now impact the success of your organization for the future. Many nonprofits struggle with some aspect of financial management, whether it is financial statements or reporting, policy, planning, analysis, and strategy as well as clearly defining the roles and responsibilities of individuals who share fiscal responsibility. By the end of this program, clearly illustrate the proactive stewardship of funds and the efficient financial practices you've established.

Details

Section Instructor Format Schedule start date
CPNL7010.S19.1 Kathy Fountain, Leslie A. Berardo On-campus 9 a.m.-5 p.m. Saturday, February 16, 2019

Instructor: Kathy Fountain

Job Title: CFO

Organization: SER-Jobs for Progress of the Texas Gulf Coast, Inc.

Degree(s): BBA (Accounting)

Certifications: CPA, CGMA

Kathy Fountain, CPA, CGMA, has been a CPA for 35 years and has experience working in public accounting, manufacturing and broadcasting. In 2011, Ms. Fountain was named one of the year's most distinguished CFO's for a Charitable Organization by the Houston Business Journal.

Job Title: Partner

Organization: Carr Riggs & Ingram, LLC (CRI)

Certifications: CPA

Leslie A. Berardo, CPA, is a partner at Carr Riggs & Ingram, LLC (CRI) and has more than 25 years of experience in public accounting. Before joining GD&D, she was a principal with another local Houston firm where she headed up the governmental and nonprofit audit practice. Her audit experience covers a variety of nonprofit organizations and governmental entities including health and welfare organizations, private foundations, community college, special districts and municipalities. Ms. Berardo is an active member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

Term: Spring/Summer 2019

Start Date: Feb. 16, 2019

End Date: May 18, 2019

Schedule: 9 a.m.-5 p.m.

Length: Six Saturdays

Location: Rice campus

Fee: $3,195 Fee includes textbooks.

Note: Application deadline is Jan. 11. See APPLICATION PROCESS tab below for more information.

Who should apply?

  • Aspiring nonprofit finance professionals
  • Current senior leaders including executive directors, CFOs or CDOs
  • Current staff members of nonprofits who aspire to become a senior leader
  • Current finance staff members in for-profit or corporate roles

 

Attention CPAs:

The Glasscock School of Continuing Studies is a Registered CPE Course Provider We have registered with the Texas State Board of Accountancy (Registration no. 600) to meet the requirements of the continuing professional education rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physical facilities and length of class hours. This registration agreement does not constitute an endorsement by the Board as to the quality of the program or its contribution to the professional competence of the licensee.

Rice University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors. 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: http://www.nasba.org/

CPE credits: 50

Spring 2019 Early Application Deadline: Friday, Dec. 7, 2018

Spring 2019 General Application Deadline: Friday, Jan. 11, 2019

To begin the application process, you must submit the following items: the program application form, résumé or curriculum vitae, a personal statement and one professional letter of recommendation. 

Once all required documents have been received, completed files are reviewed after the application deadline. All communication including admittance decisions are made through email. 

Submit completed applications:

Via email (preferred): cpnl@rice.edu

Via mail:
Rice University Susanne M. Glasscock School of Continuing Studies
Center for Philanthropy & Nonprofit Leadership
PO Box 1892 - MS 550
Houston, TX 77251-1892

For additional information regarding the application process, please contact our program coordinator at 713-348-6009 or via email at cpnl.rice.edu for further assistance.

Classroom Format

This offering meets for six eight-hour intensive sessions during the semester. There are two out-of-class assignments – a team project to assess internal controls and a practicum that may directly benefit your organization.

The certificate program includes a total of forty-eight hours of classroom content and successful completion of an individual strategic practicum project. 

Fall 2018 Blended Schedule

Session 1: Financial Roles and Policies, Terminology, and Theories Saturday, Feb. 16 9 a.m.-5:30 p.m.
Session 2: Internal Controls and Financial Statements Saturday, March 9 9 a.m.-5 p.m.
Session 3: Financial Statement Analysis, Investments, Liabilities Saturday, March 23 9 a.m.-5 p.m.
Session 4: Audits and 990; Internal Controls Assignment Due Saturday, April 6 9 a.m.-5 p.m.
Session 5: Government Funding and Government Auditing Saturday, April 27 9 a.m.-5 p.m.
Practicum Assignment Due Saturday, May 18 9 a.m.-5 p.m.

Topics include the following: 

  • Financial management theories, terms, roles and policies
  • Internal controls, risk management and financial statement presentation
  • Financial statement analysis, investments and liabilities
  • Budgeting, cost allocation, managing cash flow and 990
  • Government funding, government reporting requirements and single government audit
  • Audit and tax reporting

Tuition: $3,195 (textbooks included)

Scholarship Options

The Glasscock School offers scholarships for professionals working to earn the Nonprofit Finance Certificate. Please contact cpnl@rice.edu for more information. 

Note: Employees of 501c3 organizations in the greater Houston area may be eligible for financial aid of up to 50 percent of tuition.

Alternative Payment Options

Payment plan options are available by request for those who do not qualify for the scholarship option and need additional assistance. Payment plans may also be requested to pay the remaining balance of the program fees after scholarship funds have been awarded. Payment plans will not be granted after the start of the program. Contact the program coordinator for the required forms needed to request this option.