$69 – $89

Foundations of Financial Management for Nonprofit Organizations Online Lear...

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This seven week course takes the often murky and intimidating world of finances and distills them into practical sets of information you can take back into your organizations and implement immediately. During this 7 week program you will cover the topics necessary to fulfil the financial responsibilities of managing a nonprofit including:

  • Risk management

  • Budgeting best practices

  • Dealing with CRA and knowing your responsibilities around payroll, gst and tax filings

  • Payroll and HR issues

  • Board fiduciary responsibilities including financial and legal considerations

  • Roles of the Treasurer, ED and financial staff

  • Creating a financial policy and procedures framework for your organization

This course is self-paced and each module will stand alone. We will all meet together online for Week 1 which will consist of an overview of the course, navigating the online environment and meeting your online instructor.

After that you will work through the modules 1-7 at your own pace, and you may wish to jump around modules depending upon where you are in your non-profit's annual financial cycle and your role in the organization.

About the facilitator:

Susan Lucato, CPA, CGA was 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 moved to the non-profit sector as the Finance Director for the Victoria Foundation. Since 2011 she has operated 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 and has presented to groups on Vancouver Island and across BC and Canada


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