Finance Essentials Training for NFP's

About this finance essentials training

Tailored finance training for non-profit organisations delivered online or onsite.

Do your non profit finances sometimes seem like another language? Not sure what reports are essential for you to understand?

Board members, CEO’s and Managers of non-profit organisations come to the role with a mix of skills and experiences that makes their contribution to the overall success of the organisation unique and significant. Many don’t have an in-depth knowledge of accounting or a head for numbers, yet most Boards are now aware of their individual responsibility to ensure the group is solvent and the importance of being able to read the financial reports.

Learning how to read and understand the facts and figures presented in financial reports will mean Board members and senior managers become equipped with knowledge on which they can base major decisions when guiding their organisation and help it to survive and thrive.

What you will learn

Topics delivered in this workshop include:

Interpreting the financial reports including the balance sheet, and profit and loss and cash flow reports
Developing your budget for the financial year
Being able to calculate the organisation’s financial health
Linking the strategic plan to the budget and financial reports
Determining appropriate level of equity for your not for profit
Understanding the financial controls required to protect your assets
Questions for the Board to ask about the financials

Delivery method and duration

This finance training can be delivered in the following ways:

Face-to-face (6.5 hours)
Online with all your team linked in via an online meeting platform (5.5 hours)
Online with all your team linked in via an online meeting platform (2 x 2.5 hour sessions)
Public online training (5.5 hour workshop – public workshop links listed below)

Please note: our online training is delivered as live and interactive sessions. Our facilitators promote and encourage interaction and communication among participants simulating the face-to-face experience.

What’s involved?

This Board finance training designed for people without accountancy training so steers away from technical terminology so it’s easy to understand. Handouts will assist to work through examples for your organisation and participants will be provided with checklists to assess the Boards knowledge of the financials and things to remember to ask of the Treasurer.

Who should attend?

Board members, Treasurers and Managers from non-profit organisations

Program details

To book to attend a live public online training session choose your location below:

May 2024 – live online delivered training (5.5 hours)

Call us or enquire about having Non Profit Training delivered a tailored finance program for your Board / Committee on 1300 144 113.

Finance Essentials Training for NFP’s