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Not-For-Profits

The professionals at CBM have a passion for supporting not-for-profit entities.

Our history serving not-for-profits dates back to the 1920s. That’s more than 100 years of supporting groups that make our communities flourish and serve their constituencies. Boards of directors, audit committees and executive management count on us for our wisdom and best practices.

Please contact us if we can assist with the following:

Certified Nonprofit Accounting Professional Training Program

CNAP is a 2-day training and exam-based certification course that provides bookkeepers, staff accountants and other professionals who manage nonprofit finances an education on budgeting, fund accounting, effective fiscal systems, internal control issues, IRS disclosures requirements and more. The course is led by one of CBM’s experienced not-for-profit managers.

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Serving Association Leaders: CAE-Accredited Professional Development

CBM is dedicated to providing professional education for executive leaders of not-for-profit trade/membership associations. The firm was approved in July 2019 to provide credit towards CAE accreditation for association executives seeking to increase their knowledge and expertise in financial management. The Certified Association Executive (CAE) credential is the marker of a committed association professional who has demonstrated a range of knowledge essential to manage an association in today’s professional environment. Credits can be earned by attending select educational seminars hosted by CBM, as marked by the approved CAE logo. Visit our Events page for upcoming events that offer the CAE credential or read CBM’s announcement about being approved as a provider of education-based CAE credit.

Industry Affiliations

 

Quick Reference Resources for Not-for-Profit Organizations

CBM’s quick reference resources are high-level insights published by our forward-thinking tax, accounting and consulting professionals that focus on critical issues and concerns facing not-for-profit organizations and businesses. CBM is available to help you implement solutions that minimize risks and maximize new opportunities.

Click here to review CBM’s latest quick reference resources.

What Clients Have to Say About Our Not-for-Profit Expertise

I have worked with Julia Lafferty over the years on behalf of two trade associations, most recently on the 2021 Vinyl Institute audit. During the most recent engagement, she and manager Gemma Coronado came across as thoughtful, thorough and professional. They were a pleasure to work with, which is saying something since transitioning to a new auditor can sometimes be a bumpy process. Instead, everything went smoothly. The commitments and approach made in their proposal were followed as well. The Vinyl Institute and I look forward to working with the CBM team in the future. Rick Klein, Principal, R. Klein & Associates

CBM has provided ACEEE with value-added attestation services.  From the start of the audit, the preparedness of the audit team and usefulness of the online documentation tools made the process very smooth.  Julia and her team were very responsive and fieldwork was completed on schedule.  CBM has been very helpful with educating us about future pronouncements that may impact our industry, and keeping in touch with us throughout the year to discuss operations and accounting.  We value CBM’s expertise in the nonprofit industry and appreciate their willingness to partner with us and keep us abreast of changes in our industry, finances, or nonprofit accounting in general. Tom Cox, Finance Director, American Council for an Energy-Efficient Economy