Certificate of Financial Management

  • Course level: All Levels

About Course

Nonprofit and Habitat leaders must possess a strong practical understanding of finance. Smart nonprofit business decisions for your affiliate rely on a fundamental knowledge of finance. Therefore, this comprehensive and systematic learning program will cover a variety of tools, ideas, and frameworks necessary for effective nonprofit financial management.

Habitat Texas' Certificate in Financial Management will occur over six weeks, meeting each Friday from 9 am - 4 pm CST (with an hour break for lunch): June 4, June 11, June 18, June 25, two-week break, July 16, and July 23. The program is designed in partnership with the Center for Nonprofit Studies at Austin Community College. To learn more about the Center for Nonprofit Studies at Austin Community College, visit https://www.nonprofitaustin.org/. Upon successful completion, participants will earn a Certificate of Financial Management and 3.6 Continuing Education Units (CEUs) from Habitat for Humanity Texas.

This course will benefit individuals who want to learn about the various areas of financial management, while developing leadership skills and techniques.

Meet the Instructor: Holly Raymond, Senior Vice President of Finance and Support Services, directs finance, facilities, budget and procurement functions as well as information technology and human resource administration for the organization Upbring. Before joining Upbring, Holly served as Chief Financial Officer of Common Threads from 2015 to 2017, where she directed operations and strategy for finance and accounting, human resources, operations, and IT. Prior, she served as Vice President of Finance and operations for Big Brothers Big Sisters of Central Texas, Inc. She has also worked for two accounting firms — Maxwell Locke & Ritter and Ernst & Young. Holly is a first-generation college graduate, earning a Bachelor of Business Administration and a Master of Professional Accounting from The University of Texas at Austin.

What Will I Learn?

  • Earn a Certificate of Financial Management and 3.6 Continuing Education Units (CEUs)

Topics for this course

1 Lessons36h

Welcome to Certificate of Financial Management

Zoom Classroom Login

Governance Fiduciary Responsibilities

Key Financial Concepts & Financial Statements

Controlling the Nonprofit


Risk Management

Accounting Issues Related to Fundraising and Overall Ethical Considerations



  • Participants will engage in lecture and discussions in a virtual format. Therefore, participants must commit to attend the live Zoom sessions June 4, June 11, June 18, June 25 (two-week break), July 16, and July 23 from 9am-4pm (with an hour break for lunch). Additionally, some homework assignments may be assigned throughout this program.

Target Audience

  • Individuals wanting to gain knowledge and training in developing and managing nonprofit finances, including Executive Directors, Habitat Leaders, Treasures, Finance Team, and Operations Staff.
  • This is not a credentialing course.
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