Our Services: Fiscal Training & Coaching for Staff & Boards
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The FMA Institute // FMA Institute Online // FMA Institute @Home // Financial Advisory Services

"FMA’s consultants are true teachers. I’ve become more confident about looking at our financials and preparing budgets, and I am inspired to learn more..."

Farah Tanis
Executive Director,
Dwa Fanm
The FMA Institute is a national capacity-building initiative that equips not-for-profits with the financial knowledge, skills, and tools they need to succeed by developing nonprofit financial leaders.

FMA specializes in delivering customized, outcome-oriented training and workshops on a variety of fiscal management topics. We offer training services to nonprofit board members, senior managers and program officers, in addition to fiscal staff. Our interactive workshops incorporate real-life case studies, curricula that are relevant to the participants, and helpful "tools" that participants can use in their own organizations.

FMA-delivered training services are designed to be:
  • Accessible to individuals with a range of fiscal management expertise
  • Outcome-oriented and driven by best practices
  • Tailored to client needs based on real-life conditions
  • Sensitive to client time constraints
  • Fused with the latest technology
  • Reasonably priced for not-for-profit organizations

FMA Institute @Home We can custom-design workshops as a single event or as a component of an organization's ongoing training program. We often join organizations' management or board retreats, or provide training for grantees or program officers of foundations. Workshop topics could include:
  • Scenario Planning and Decision-Making in the Current Economic Climate
  • Fiscal Management Duties of a Not-for-Profit Board of Directors
  • Preparing for the New IRS Form 990: Not-for-Profit Accountability and Transparency
  • Building Blocks to an Effective Budget Process
  • Integrating Program Staff into an Organization's Fiscal Management Efforts
  • Making Life Easier by Using Your Accounting Software to its Fullest Capacity
  • Implementing Effective Fiscal Policies & Procedures
Click here to visit the FMA Institute website.


For more information, please contact Stuart Cohen



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