Financial Training for Nonprofit Organizations

Join our highly skilled presenters as they share their experience and expertise within the nonprofit sector for this series of six workshops focusing on the key elements for successful financial management for small to medium sized nonprofit organizations. 

This training will be of most benefit to staff or board members of organizations who:

·         Have fewer than ten staff

·         Have multiple funding sources

·         Are a nonprofit or charitable organization

·         Have minimal financial training/experience.

These workshops are designed to demystify financial terminology and accounting principles.  Workshops of 2-3 hours, including a question period after each presentation, will organize accounting information into easy to understand and manageable segments. Individuals are encouraged to attend all six workshops, or an organization may send different individuals to specific workshops. There will also be an "Ask the Expert" session offered to participants upon completion of the entire series.   

To register for all six sessions at $250,  with a total savings of $110, please register and purchase your ticket on this page (above).

To register  individually for one or more  sessions at $60 each,  follow the links below.  Register on each page and then return to main page if registering for an additional session. 

Thursday Jan. 26th, 2012 1:00 pm - 4:00 pm

Roles and Responsibilities

Explore the various financial roles and responsibilities of staff and volunteers including the Treasurer, Committees and Board members, etc.  Learn how to minimize risk by making sure everyone knows their responsibilities.  Understand why things go wrong when roles and responsibilities are not well defined.   Click here to register  Only register here if you are NOT attending all six sessions

Thursday Feb. 2nd, 2012  1:00 pm - 4:00 pm

Financial Policies and Procedures

Ensuring that financial policies are procedures are in place is essential to successful financial management.  Learn how they provide support and continuity within your organizations and who is responsible for drafting/approving policies and procedures. Click here to register   Only register here if you are NOT registering for all six sessions.

Thursday Feb. 9, 2012  1:00 pm - 4:00 pm

Developing and Tracking Budgets

Budgeting is all about developing a realistic financial plan for your organization.  You will learn:  what a budget is, types and ways of budgeting, how to prepare and monitor your budget and the benefits of good budgeting.  Budgeting terminology will also be discussed. Click here to register  Only register here if you are NOT registering for all six sessions. 

Thursday Feb.16th, 2012 1:00 pm - 4:00 pm

Preparing and Understanding Financial Statements

Understand who uses financial statements and why.  Gain a better understanding of financial statements and examine what information is provided on the balance sheet and income statement.  Some information will be presented on various accounting software programs and how they can assist you.  Click here to register   Only register here if you are NOT registering for all six sessions.

Thursday Feb. 23rd, 2012  1:00 pm - 4:00 pm

Audits and the Auditor

An audit is a review of an organizations financial books and records.  The focus will be on audit and accounting concepts as well as the professional audit and volunteer audits.  Learn how to prepare for your audit and avoid surprises. Click here to register   Only register here if you are NOT registering for all six sessions.

Thursday Mar.1st, 2012  1:00 pm - 4:00 pm

Compliance and Reporting

Is your organization meeting all their obligations?  Ensure that your legal and legislative requirements are being met.  Both Charity and Nonprofit obligations will be examined. Click here to register    Only register here if you are NOT registering for all six sessions. 

To View all presenter biographies click here