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Financial Reporting for NPOs, Understanding Financial Statements and Reports

Volunteer Victoria

Tuesday, 29 October 2019 from 5:00 PM to 8:00 PM (PDT)

Financial Reporting for NPOs, Understanding Financial...

Ticket Information

Ticket Type Sales End Price Fee GST Quantity
Volunteer Victoria Member Agency 21 Nov 2019 $35.00 $3.15 $1.91
Non-Member Agency 21 Nov 2019 $49.00 $4.00 $2.65

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Understanding Financial Statements

As a board member you’re responsible for understanding their organization’s financial status. The annual financial statements are an important tool to support this understanding. Many board members are hesitant to admit they don’t fully understand what these statements mean and how to read them. This workshop will walk you through a complete set of year-end financial statements to guide you to a more robust understanding of your organization’s financial position. We’ll cover key reports, terminology, working with an accounting firm, types of engagements (audit versus review), key-note disclosure and ways to improve readability.

 Facilitator: Susan Lucato, CPA, CGA

Born and raised in Victoria, Susan has over 25 years experience the fields of accounting, financial management and public speaking. She spent 14 years with Grant Thornton Charted Accountants, as a Senior Manager in their Independent Business Group working with non-profits and owner-managed small businesses. In 2002 she became the Finance Director for the Victoria Foundation and in 2011 she opened her own financial consulting practice specializing in non-profit and small business work. She is a sought-after presenter in the areas of internal financial controls, budgeting, financial best practices and how to work with accountants and treasurers.

Have questions about Financial Reporting for NPOs, Understanding Financial Statements and Reports? Contact Volunteer Victoria

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When & Where


Volunteer Victoria
306-620 View Street
Victoria, British Columbia V8W1J6
Canada

Tuesday, 29 October 2019 from 5:00 PM to 8:00 PM (PDT)


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