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Financial Management and Planning Nonprofits is a Course

Financial Management and Planning Nonprofits

May 3 - Jun 14, 2021
2.0 credits

$350 Enroll

Full course description

 6 Weeks

3-8 hours/Week


Course Type:

2.0 CEUs

Course Description

Nonprofits depend on everything from small individual donations to large-scale grants to fund their important work. These varied and unpredictable funding sources mean that it's incredibly important to carefully plan and manage budgets within your organization. Effective financial planning is one of the most important factors for success in any nonprofit, and our course will give you the skills needed to manage this complicated terrain.

This course will guide you through the development, planning, and analysis phases of nonprofit financials. You will gain an in-depth perspective on how to assess and understand an organization's financial health. You will finish the course with advanced knowledge needed to navigate the complex world of nonprofit financials.


Required Material:

Budgeting & Financial Management for Nonprofit Organizations: Using Money to Drive Mission Success (2012), by Lynne. A. Weikart, Greg G. Chen, and Ed Sermier (ISBN-13: 978-1608716937)


In this course, you will gain essential insights in how to prepare and produce:

  • Financial statements, balance statements, cash flow documents and more
  • Planning documents to apply for and properly utilize grant dollars
  • The necessary infrastructure for managing individual donations to your organization

Course Instructors

JeFreda R. Brown, MBA

CEO of Goshen Business Group, LLC

At Goshen Business Group, JeFreda provides a unique suite of specialized services that are customized for an organization's particular needs. With over 20 years of business experience in areas such as accounting, finance, real estate, taxes, federal auditing (DoD), low-income housing tax credits, project and compliance management, contract administration, human resources, and teaching, JeFreda is one of America’s Premiere Financial & Business Compliance Coaches. Some of her areas of expertise include tax planning, budget preparation, DCAA audit consulting, Government contract compliance consulting, pricing proposal development, accounting, and financial management, financial statement compilations, payroll services, business development/management consulting, train the trainer services, business/strategic plans, grant reporting, and 501(c)(3) application preparation. She is a former Senior Auditor with the Defense Contract Audit Agency (DCAA) and Tax Credit Analyst and Staff Accountant with Mississippi Home Corporation’s Housing Tax Credits division. As a Senior Auditor with DCAA, JeFreda audited federal Government contractors who have contracts and grants with the Government. She now provides Government contract consulting and has knowledge of what Government agencies require in contract/grant proposals and contract administration compliance. She also has knowledge of the required FAR, DFARS, CAS, and other federal regulations for Government contracts/grants compliance and maintenance.  

Before entering the workforce, JeFreda earned her BS degree in Math from Mississippi State University. She also has MBAs with concentrations in Finance and Accounting from Mississippi College and the University of Phoenix. She is a former Adjunct Professor with the University of Alabama Birmingham’s Collat Business School. She is an Online Adjunct Professor at Indiana Wesleyan University’s DeVoe Business School. She is currently pursuing a doctoral degree in Business Administration with a Finance emphasis.

JeFreda is a Business Coach, Business Trainer, Author, and Speaker. She is available for workshops, training, webinars, conferences, interviews, and private sessions. Goshen Business Group is a small, minority, disadvantaged, woman-owned business registered in

In 2010, JeFreda was chosen as the winner of the Black Enterprise Magazine and Porsche Cars’ Intelligent Performers contest out of over 300 entries across the country. JeFreda has been featured in numerous print and online articles for various industry websites, blogs, and magazines including US News, YFS Magazine, DailyWorth, Staples, & Intuit Small Business Blog. She has also been interviewed on Black Enterprise Business Report, Bloomberg Radio, and The Ambitious Entrepreneur Show. She’s the author of the eBook, 12 Reasons You Need an Accountant for Your Small Business, available on Amazon. She is also a featured contributor in the book, I Didn’t Learn That in High School: 199 Facts About Credit Scores, available on Amazon.