Course Overview

Tuesday, September 30 from 9:00 a.m. to 12:30 p.m.

Financial management for nonprofit organizations is becoming more important due to increased donor sophistication and access to information, increased competition, and reliability of financial data for executives and board members to make key decisions. This course will provide a basic overview of financial statements and key financial metrics applicable to nonprofit organizations.

Meet Your Expert Speaker

Founding Partner Chris Carmona

Chris Carmona, CPA, is a founding partner of Schriver, Carmona & Company and has over 16 years of public accounting experience. Carmona received his Bachelor of Business Administration degree in Accounting from the University of Texas at San Antonio and is a member of the American Institute of CPAs and the Texas Society of CPAs. He currently serves as board member of KIPP Texas (regional), Eva’s Heroes, St. Matthew’s Catholic School, The Nonprofit Council, Guide Dogs of Texas, and C12: Leon Springs CEO Advisory Board.

Course Objectives

  • Understand key financial concepts applicable to nonprofit organizations.  


  • Using financial ratios and metrics to assess the financial health of the organization. 


  • Learn the differences between a financial statement, audit, review, compilation, and agreed-upon procedures


Key Information

Who Should Take This Course and How Long is the Course Itself?

  • Nonprofit Management Program participants, CEOs, CFOs, COOs, Controllers, board chairs, and others interested in minimizing risk. 


  • Refreshments will be provided.



Membership Discount

Members are eligible to use their discount benefit for the course. Please reach out to [email protected] to obtain your discount code before enrolling!

Don't Miss Out!

Registration closes on September 15, 2025

Connect With the San Antonio Area Foundation

  • Learning and Development Team!

    Please notify us at [email protected] if you have any unique accommodations needs.

Refund/Credit Policy

  • The San Antonio Area Foundation has a no refund policy.

    If a workshop and/or class has been unexpectedly cancelled and/or postponed by the Area Foundation, a refund or credit towards another workshop and/or class will be issued. If a registrant is unable to attend a workshop and/or class, a substitute may be sent or a credit may be issued. No credits will be given for cancellations received less than 48 hours before a workshop.

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