214-826-3470 or 817-334-0228 expert@cnmconnect.org

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QuickBooks for Nonprofit Success – Intermediate

November 9, 2017 @ 12:30 PM - 3:30 PM

This session will build upon the basic session to further illustrate how to use QuickBooks accounting software in a nonprofit environment.

Learning Objectives:

  • Become familiar with general journal entries and other intermediate features of QuickBooks
  • Discover how QuickBooks can be used to track expenses by function (such as program, management & general, and fundraising)
  • Understand how the software can be used to track donor restrictions.
  • Gain fluency with tracking progress on organizational budgets
  • Understand how the software can be used to respond to your specific organizational needs

Program Level: Advance
Prerequisites: Basic knowledge of QuickBooks
Instructional Method: Adult In-person classroom – Hands-on interaction with QuickBooks
Socail Worker CEU Credits – 3 hours

Cost: $65 members/$115 non-members

Register Here



Chad M. Rosen, CPA, MBA, MS is the managing member of CMRosen, LLC, is a Certified QuickBooks ProAdvisor, and specializes in the needs of nonprofit organizations. He founded the Nonprofit Accounting Society of Dallas (NASD), which holds regular lunch meetings to discuss and answer questions related to nonprofit accounting.  Chad received his undergraduate degree from UCLA, where he graduated magna cum laude in three years. He received his MBA in Finance and his MS in Accounting and Information Management from The University of Texas at Dallas. He became licensed as a CPA after passing all four parts of the CPA Exam on his first attempt. He is an instructor for CNM Connect and an adjunct professor at The University of Texas at Dallas. He is a member of the American Institute of Certified Public Accountants.


November 9, 2017
12:30 PM - 3:30 PM
Event Category:


CNM Connect
214.826.3470 or 817-334-0228


CNM Connect – Dallas Campus
2902 Floyd St
Dallas, TX 75204 United States
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