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Nonprofit: Fundamentals Course Overview

Nonprofit: Fundamentals Course Overview

The "Nonprofit: Fundamentals" course is designed to equip learners with a comprehensive understanding of how to leverage NetSuite for their nonprofit organization. Through the course, participants will learn how NetSuite fits within the unique context of their nonprofit, mastering basic navigation and becoming familiar with account configurations. They'll delve into the data model and explore user roles and permissions, gaining insight into essential financial tools.

Building on this foundation, Module 2 focuses on key business processes such as revenue and expense management, constituent management, and handling cash donations and pledges. In Module 3, the course addresses more complex processes, including managing opportunities, grants, and projects, while emphasizing user adoption and additional functionalities.

By the end, learners will be well-prepared to implement and utilize NetSuite effectively, ensuring their nonprofit can achieve its mission with greater efficiency and impact.

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Course Prerequisites

Certainly! For students interested in taking the Nonprofit: Fundamentals course, the following are the minimum required prerequisites:


  • Basic understanding of financial principles and accounting concepts.
  • Familiarity with nonprofit organizations' structure and operations.
  • Comfort with using web-based applications and software interfaces.
  • Ability to navigate through computer systems and use basic productivity tools such as word processors and spreadsheets.

Please note that while prior experience with NetSuite or specific financial management tools is beneficial, it is not strictly necessary to begin this training. The course is designed to provide an overview and understanding of how NetSuite can be configured and used within a nonprofit organization, starting with fundamental concepts.


The course aims to empower participants with the knowledge and skills needed to utilize NetSuite's financial tools effectively, regardless of their starting skill level. Therefore, a willingness to learn and engage with the course material is the most critical prerequisite.


Target Audience for Nonprofit: Fundamentals

The Nonprofit: Fundamentals course is designed for individuals in the nonprofit sector seeking to master NetSuite for effective organization management.


  • Nonprofit executives seeking to understand how NetSuite can streamline their operations
  • Financial managers and accountants in nonprofit organizations who need to manage financial tools within NetSuite
  • IT professionals responsible for NetSuite implementation and maintenance within their nonprofit organization
  • Nonprofit board members who desire a better understanding of NetSuite’s capabilities for strategic decision-making
  • Fundraising managers looking to optimize constituent management and donation tracking in NetSuite
  • Project managers within nonprofits needing to manage time, expenses, and grants effectively
  • Operations staff in nonprofit entities who will be using NetSuite for purchase and expense management
  • Nonprofit consultants who advise on the adoption and optimization of business systems like NetSuite
  • Administrative staff responsible for overseeing NetSuite roles, permissions, and data management
  • Volunteer coordinators who require knowledge of NetSuite for managing projects and resources
  • Grant writers and development officers interested in leveraging NetSuite for opportunity and grant management


Learning Objectives - What you will Learn in this Nonprofit: Fundamentals?

Introduction to Learning Outcomes:

This Nonprofit: Fundamentals course is designed to equip learners with the essential skills and knowledge to effectively utilize NetSuite for nonprofit organizations, streamlining financial management and operational processes.

Learning Objectives and Outcomes:

  • Understand how NetSuite can be tailored to fit the unique needs of nonprofit organizations.
  • Navigate the NetSuite interface confidently and utilize its key features for organizational management.
  • Configure accounts in NetSuite to align with the nonprofit's financial structure and reporting requirements.
  • Comprehend NetSuite’s data model and how it supports the organization's data management and integrity.
  • Manage user roles and permissions to ensure secure and appropriate access to the NetSuite system.
  • Utilize NetSuite’s financial tools to manage the organization's finances, including budgeting, reporting, and auditing.
  • Oversee revenue and expense management through the effective use of items in NetSuite.
  • Manage constituents effectively, keeping track of donations, interactions, and engagement.
  • Handle cash donations, pledges, and payments to maintain accurate financial records and donor relations.
  • Prepare for a successful NetSuite implementation, focusing on user adoption, additional access needs, and functionality to support the nonprofit's operations post-Go-Live.

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