Nonprofit Training That Holds Up Under Monitoring
Your fiscal staff turned over. The guidance changed again. And the last training your team sat through was general enough to apply to any organization in the room, which is why nobody remembers it. James Moore builds nonprofit financial and grant compliance training around the grants, funding structures, and questions your people are dealing with right now.
Our nonprofit team trains fiscal staff, program directors, executives, and boards for state associations, community action networks, state monitors, and grant-funded organizations across the country.
Ready-to-Deliver Modules
Decades Serving Grant-Funded Nonprofits
Uniform Guidance & Single Audit Specialists
AICPA Not-for-Profit Section Certified Member
Most grant compliance training teaches the rule without teaching the situation. Staff can recite the definition of an allowable cost and still code a questionable expense to the wrong grant, because nobody walked them through what it looks like on your chart of accounts, under your cost allocation plan, with your pass-through requirements attached. The people who knew how all of it worked have retired or left.
Most of the money our clients receive arrives through state and local agencies, much of it federal dollars passed down. Two rulebooks at once, with no room for a general answer.
This is the gap most training programs never close.
The people who have to get compliance right are rarely the ones who were trained for it. That is who we
teach.
We train:
- State associations and state offices building curriculum for member agencies
- State offices that administer and monitor grants
- Head Start grantees, community action agencies, legal services organizations, and social justice nonprofits
- Fiscal staff and grant managers, including those promoted into the role without a grants background
- CFOs, finance directors, and executive directors
- Board members and finance committees
- Program directors who sign time and effort certifications
- Conference and association audiences
The people behind the work
Corinne LaRoche, CPA
Partner
Amy Dorn
Senior Manager
Andrew Ferguson, CPA
Senior Manager
Andy Bush
Audit Manager
Anita Bushnyakova
Accounting & Controllership Services Director - Nonprofit Industry Focus
Becca Gilbert
Business Development Manager
Caitlan Walker, CPA
Director
Chris Noyes, CPA, CGMA
Senior Manager
Erik Wiebke, CPA
Audit Manager
James Halleran, CPA
Partner
Jennifer Shafer Pendarvis
Senior Manager
Josh Van Zandt, CPA
Senior Manager
Julie Kniseley, SHRM-SCP
President, HR Solutions
Karsten Derendorf, CPA
Director
Katherine Munday, CPA
Director
Kevin Warren, CPA
Director
Logan Nix
Audit Manager
Marina Farwick, CPA
Senior Manager
Nick Mercuro, CPA
Audit Manager
Tiffany Edwards, CPA
Director
Valarie Farias
Accounting Implementation Supervisor
Our Nonprofit Specialities
The Training Catalog
Every track draws on curriculum our nonprofit team has already delivered to conferences, state
associations, and agency networks. Sessions run as single webinars, half- and full-day workshops, multi-
session academies, or two-day boot camps, in person or virtually.
Track 1:
Board Governance & Leadership
- Board Member Boot Camp: fiduciary responsibility, financial oversight, internal controls
- Building a High-Performing Board: recruitment, composition, governance vs. management
Track 2:
Finance Fundamentals
- Financial literacy for nonprofit leaders: statements, key ratios, cash flow, red flags
- Fund accounting essentials: restricted funds, program reporting, QuickBooks considerations
- Budgeting best practices: development, forecasting, variance analysis
Track 3:
Grants Management & Uniform Guidance
- Uniform Guidance Academy, a four-session curriculum: allowable costs, procurement, time and effort,
subrecipient monitoring - Grant compliance fundamentals: internal controls, documentation, risk assessment
- Grant reporting and reconciliation: common errors, monthly reconciliations
Track 4:
Cost Allocation Academy
- Fundamentals: direct vs. indirect costs, allocation methodologies, cost allocation plans
- Advanced workshop: federal grant scenarios, shared staffing, allocation case studies
Track 5:
Audit Readiness
- Preparing for your single audit: timelines, PBC requests, common findings, OMB updates
- A smooth nonprofit audit: working with auditors, board involvement, internal controls
- Financial audit vs. single audit: key differences, risk areas, preparation
Track 6:
Executive Leadership & CFO Development
- Facing today's nonprofit accounting challenges: staffing shortages, compliance burden, sustainability
- What to do when funding stops: crisis management, reserve planning, communications
Track 7:
Technology & AI
- AI for nonprofit leaders: practical applications, board reporting, governance considerations
- Accounting systems modernization: signs you've outgrown your system, software selection
- Cybersecurity and fraud prevention: banking controls, business continuity
Track 8:
HR & Workforce
- HR compliance as a financial safeguard: payroll controls, grant compliance, internal controls
- Staffing solutions for nonprofits: workforce planning, outsourced HR, recruiting
"As the CFO of a large commercial contracting company, I have been extremely satisfied with the services provided by James Moore. They're very tuned-in to our business and operating environment, offering help whenever they can. The relationship between the James Moore team and our company is as good as it could be. We candidly discuss challenges, opportunities, and complex issues. They provide honest perspectives and any necessary cautions, which we greatly appreciate. I highly recommend James Moore & Co."
Ralph Pressley, CFO
Charles Perry Partners, Inc. (CPPI)
"What we appreciate most about working with James Moore is the quick, responsive communication. We know we can always count on them for timely answers and sound strategic guidance. They help ensure we are making the right decisions and managing the business properly. That level of trust is invaluable."
Samantha Townsend, Project Manager
Empire Construction Management, LLC
“What we found in James Moore was more than an accountant, we found a business partner…CHW is better because of our relationship with James Moore and its people.”
Rory Causseaux, PE, CEO
CHW Civil Engineering Services, Inc.
Over 10 Nonprofit Professionals Ready to Deliver Training
AICPA & FICPA Member Firm
AICPA Not-for-Profit Section Certified Member
60 Years Serving Nonprofit Organizations
Trainers are practicing CPAs who provide audit and accounting services and advise grant-funded organizations year-round.
How a Training Engagement Works
No two nonprofits face the same challenges, so no two training engagements look exactly alike. Most organizations start with a 12-month program that includes at least one webinar each quarter and an on-site session with your team. Topics and timing are built around your grants, your staff and the questions that come up during the year. We'll start with a conversation about what your team needs and build the plan from there.
Related Services
Nonprofit Outsourced Accounting
Day-to-day accounting handled by people who know grant rules
Fractional CFO for Nonprofits
Financial leadership without a full-time executive salary
Nonprofit & Single Audit
Financial statement and single audits for grant-funded organizations
HR Solutions:
Payroll, compliance and people management handled by specialists
Visit Our YouTube Channel
Clear answers for nonprofit finance
Monthly videos from the James Moore nonprofit team on compliance, reporting and the questions nonprofit leaders ask us most.
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