THIS EVENT HAS NOW BEEN CANCELLED

PART 1 – Common Budgeting Issues for Schools

During this session, which is part 1 of a two-part series, 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)

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.