THIS EVENT HAS NOW BEEN CANCELLED

PART 1 – Common Budgeting Issues for Schools and NFPs

During this session we will explore the budgeting process for non-profit & School entities.

This will involve:

• Understanding the budgeting needs of the organisation and the approach to take
• Exploring the tools available to help create a budget
• Typical areas of concern when creating a budget for a non-profit entity and how to address them
• Reporting and addressing your audience

Upon satisfactory completion of this activity you will be able to: 

• Appreciate the type of budget required for the organisation
• Understand the format and outputs required for the right audience
• Determine the correct tools to use for your budget setting process
• Navigate the typical areas of concern and risk when addressing a non-profit budget

This course will be suited to:

Those who contribute to the financial reporting and accounting for schools covering:

• Managers and accounting staff in non-profit & school organisations
• Accountants acting for non-profit & school organisations
• Board members of non-profit & school organisations

1.25 CPD hours (1 hour plus 15 minutes Q&A)

To purchase Part 1 only, please click here >>

PRESENTER

Michael Alexander, Partner – Accounting & Business Advisory, Findex/Crowe

Michael works with a broad range of businesses across the Otago region with the focus to help them grow and thrive in their industries. He has particular interest in the non-profit space and has a number of clients and board roles that have helped develop his skills in this area.

Michael has expert knowledge in digital solutions and helping business owners setup, integrate and streamline their operations.

PART 2 – Common Digital Issues for Schools and NFPs

During this session we will dive into the world of cloud accounting and explore the tools and considerations you should have to enable an efficient operation.

In this session we will cover:

• Why it is important now more than ever to keep your systems current
• The pros and cons of a cloud based system
• The key system areas of focus for not-for-profits & schools that you should consider
• Management and Board reporting
• The process to undertake to identify and implement a new digital eco-system

Upon satisfactory completion of this activity you will be able to:

• Appreciate the importance of keeping the systems of an organisation up to date
• Identify the red flags to look for that show there is the need to review the systems of an organisation
• Understand the key areas in an organisation that are impacted by the introduction of new technology and who you need to consider when implementing new systems

This course will be suited to:

• Managers and accounting staff in non-profit & school organisations
• Accountants acting for non-profit & school organisations
• Board members of non-profit & school organisations

1.25 CPD hours (1 hour plus 15 minutes Q&A)

To purchase Part 2 only, please click here >>

PRESENTER

Michael Alexander, Partner – Accounting & Business Advisory, Findex/Crowe

Michael works with a broad range of businesses across the Otago region with the focus to help them grow and thrive in their industries. He has particular interest in the non-profit space and has a number of clients and board roles that have helped develop his skills in this area.

Michael has expert knowledge in digital solutions and helping business owners setup, integrate and streamline their operations.