Frequently Asked Questions

Table of Contents

General FAQs

What is FMA’s refund policy?
FMA will offer registrants a full refund for request made in writing no later than three days before the event. Requests made later than three days prior to the training will receive a refund of 50%.

How do I pay by check?
At checkout, select “Pay by check” and complete the transaction.

Please make the check out to Fiscal Management Associates, include the name of the course you’re paying for in the check memo, and address the envelope as follows:

Attn: Judine Alexandre
Fiscal Management Associates
440 Park Ave South
3rd Floor
New York, NY 10016

I have a discount or promotional code, how and where do I enter my code?
Enter your code by clicking the blue “Enter promotional code” link above the “Order Now” button.  A field will appear into which you can type the code. Your discount will automatically be applied to the cost.

Excel FAQs

What version of Excel do we use?
We currently use the 2007-2010 version of Excel; however we are working towards using the newest (2013) version.

Does it matter if we use a Mac or PC for this course?
We encourage users to use a PC, as the course was designed around the PC version of Excel. However, the main difference between PC and Mac Excel will be in the keystrokes and shortcuts, so a Mac could be used for the course with the understanding that some functions will be different.

Who is the instructor for this course?
Excel courses taught in New York City, will be facilitated by Gretchen Upholt. Our San Francisco trainings will be taught by Rebecca Coker.

What Excel experience do I need to attend this training?
Participants should have basic understanding and comfort level with Excel. Users should be familiar with how to open and conduct simple navigation. Knowledge of basic calculations/functions within the program is preferred but not required.

Will computers be provided?
No, computers will not be provided.

QuickBooks FAQs

What version of QuickBooks do we use?
This training will be helpful to users of any version of QuickBooks (Mac, online, Windows desktop) but is tailored to users of the Windows desktop version as that is the most robust version of QuickBooks.

Does it matter if we use a Mac or PC for this course?
Our webinar platform is compatible with both Mac and PC.

Who is the instructor for QuickBooks?
The primary instructor for QuickBooks will be Sarah Walker. Occasionally, Sarah may receive an assist from Rebecca Coker.

What QuickBooks experience do I need to attend this training?
None! This webinar series is appropriate for both new and seasoned users of the system. However, please note that this is not a course on how to process transactions in QuickBooks – it’s a course on how to structure the Chart of Accounts, effectively track and report on restricted funding, and maximize efficiency of the system with a few key tools and tips.


How do I get CNAP certification?
A minimum of 18 months experience working in a financial role for a nonprofit organization is required, along with a qualification letter from your current (or a former) employer stating your start date and position held at the organization. You are also required to fill out the workshop evaluation and finish the online exam with a score of better than 75%. Once the exam has been graded and we have received your qualification letter you will receive your certificate in the mail.

Can I transfer my CNAP registration to a different date?
We will happily transfer your registration to our next available program.

Who are the instructors for CNAP and CNAP Online?
The online courses are taught by Gina McDonald, a senior consultant at FMA. The in-person courses are taught by Andrea Mills, a Principal at FMA, or by Gina McDonald. Courses held in the Middle East are taught by Pateel Papazian, FMA representative in the Middle East.

Will I receive printed materials at the in-person CNAP course?
FMA is committed to hosting sustainable training opportunities; therefore printed materials will not be made available. You will receive a link to download course materials, in most cases, about 48 hours before the start of the course. Most students bring the materials loaded onto a laptop or tablet, or choose to print themselves.

What if I don’t have enough nonprofit experience to meet the CNAP requirement?
If you do not have the 18 month required experience you can still take the course and exam and email us your employment letter once your 18 months have been completed. We will then process your certificate.  Many students choose to take the course for the content and do not pursue the certificate.

Is there a wait list for sold out courses?
For some classes in high demand, we have enabled a waitlist.  If such a class fills up you are welcome to sign up for our waitlist in the event that someone needs to cancel their registration.  If there are enough additions to the waitlist, we may, at our discretion, add another section of the course to accommodate students.

Is there an advanced CNAP?
Yes, as of late 2014, an advanced CNAP is under construction. Subscribe to our mailing list or check our website for updates on the status of the advanced CNAP.

How many students may attend an in-person CNAP course?
To ensure adequate student-teacher interaction, we cap enrollment for our in-person CNAP courses at 20 students.

Where can I find additional information regarding CNAP?
Visit for supplementary information about the CNAP course.  If you have additional questions email

How many CPE credits can I earn for the in-person CNAP course and online CNAP course?
In-Person Course – 19 credits
Online Course – 12.5 credits

I would like to attend CNAP online, but have a conflict for part of one of the sessions. Is there a way to make up that session?
The online classes can be recorded and sent to you at a later time for you to review.

What if I fail the exam?
Any candidate who fails an exam will be allowed one opportunity to re-take it at a mutually convenient time and location. If a candidate fails the exam for a second time, he or she must attend the applicable Phase I or Phase II training session again before repeating the exam.

What are the benefits of attaining the CNAP designation?

  • Improved skills and knowledge obtained via the specialized training
  • Enhanced credibility within the industry as a professional committed to excellence in nonprofit financial management
  • Increased professional knowledge and capability
  • National recognition in your industry
  • Increased value to your nonprofit organization

I’m coming from out of town to attend CNAP. Can you recommend a hotel near the training site?
In NYC and the San Francisco Bay Area, there are lots of hotels at a variety of price points for you to choose from. We seek training sites that are easily accessed from public transit as well, so some students choose to stay elsewhere and commute into Manhattan or Oakland/San Francisco for the course.  Yelp is a great resource for identifying hotels near the training sites, and you can use the filters to isolate the hotel right for you based on proximity, price or specific amenities.