$119 – $139

Foundations of Financial Management for Nonprofit Organizations

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TBA

Victoria, BC

Canada

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This 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 5 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 will be broken into two secitons. The first will be a 3 hour in person training that will go through most of the content of the program. You will then get a chance to spend 4 weeks in the online environment working on the assignments and readings. At the end of week 4 a live webinar will be set where questions can be asked. During the online portion of the course, the instructor will be available to answer questions.

Schedule is as follows:

Jan 27th 9:30am-12:30pm - Meet in person (location to TBA)

Jan. 28th- Feb 23rd - Parcipants go through online exercises & readings at your own pace

Feb 24th - 9am-10am - Live Webinar for questions (details will be sent to you)

Volunteer Victoria does have a few bursaries that are still available and if you would like to receive a $50 bursary towards this program please contact tracey@volunteervictoria.bc.ca and she will send you the application form.

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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Victoria, BC

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