Finance Academy

CNE & CFA Institute highlight Finance Academy one year on from Center for Nonprofit Excellence on Vimeo.


The Center for Nonprofit Excellence and CFA Institute have built an academy that strengthens the financial health and management of nonprofit organizations in the region.

The CNE and the CFA Institute partnership provides board members, executive directors, finance managers and staff members with finance responsibilities with key skills for mastering the financial health of their organization. The Finance Academy accommodates nonprofits at any point in their organizational development to grow and find an ethical, leading-practice approach to achieving both mission impact and financial sustainability.


The FLIP workshop helped our Finance department think differently about how to present information related to our budget in a way that doesn’t intimidate or confuse our stakeholders, particularly staff and board members. Historically the budget is perceived by staff as something scary and foreign. Our work in the FLIP workshop helped our organization identify strategies to make the budget a useful, guiding tool.

Caitlin Riopel, Director of Operations, Habitat for Humanity

Core Components

We’ve designed the Finance Academy to be flexible and scalable for all organizations by covering the following topics:

Participants will engage with these topics through a variety of programs, including:

  • Workshops
  • In-depth training series
  • Financial assessment tools
  • Customizable, project-based consulting
Interested in learning more?

We’ll be rolling out different aspects of our Finance Academy programming over the next three years. Complete this form to stay up to date on the latest Finance Academy developments.

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