Finance Roles Made Clear for Nonprofit Organizations
For Finance and Non-Finance Related Staff and Governance Finance Responsibilities for the Nonprofit Board of Directors
Summary
Training Objectives & Format
Build confidence, gain skills and knowledge, and access tools:
Training Objectives
- Learn about the specific finance, accounting and bookkeeping functions
- Learn about the finance-related functions of non-finance managers / directors and Executive Director
- Get sample job descriptions for Finance Director/VP, Accountant and Bookkeeper positions!
- Get two job assessment tools so that you can assess your current finance, accounting and bookkeeping job descriptions against the job description samples to see if there are any gaps in roles, functions and/or responsibilities
- Learn about the Finance and Audit Committee roles and responsibilities and receive sample terms of reference and sample work plan
- Receive the governance finance policy including the top 16 finance related responsibilities of the nonprofit board of directors
- See lesson and webinar details below and information about the takeaway tools.
Format and Tools
5 video lessons and 8 tools including:
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Finance, Accounting and Bookkeeping Position Descriptions;
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Finance, Accountant and Bookkeeper Job Assessment Guide;
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Finance Leadership Competencies and RASCI Job Function Assessment;
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Governance Finance Nonprofit Board of Directors Responsibilities;
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Treasurer Position Description.
- Finance Committee Terms of Reference (sample)
- Audit Committee Terms of Reference (sample)
- Finance and Audit Committee Work Plan
You can take the course anytime and anywhere – all you need is an internet connection
Why take this course?
- Maybe you were placed in a leadership role or a finance position without training in finance
- Maybe you ar not sure that the finance staff are responsible for the continuum of responsibilities from finance to accounting to bookkeeping
- Maybe you'd like some help assessing current finance-related job descriptions to know if there are gaps
- Maybe the board would like to strengthen their knowledge of the finance and audit committee functions
- Maybe the board would like to strengthen their knowledge of the board's governance finance responsibilities
- Maybe you're super busy and just need someone to inspire you, to provide you with tips, job assessment tools, committee terms of reference and more
- Maybe you heard how Betty makes finance easy to learn and understand. 🙂
Who is this program for?
- Nonprofit Executive Directors/CEOs, COO/ Operations
- Nonprofit Finance Staff including CFOs, Directors, Managers
- Leaders representing small to large nonprofit and charitable organizations
- Ready to Expand their knowledge: Staff leaders that are ready to explore automating bookkeeping and accounting functions
- Confident and Satisfied: Nonprofit leaders that want to feel more confident in how to go about automating bookkeeping and accounting functions
All the content and none of the stress
In the this program and you’ll gain confidence, skills, resources and knowledge in nonprofit finance.
ENROLL NOW
In The Next Month, You Could…
- Finally feel more confident going about understanding finance functions for finance and non-finance related positions
- Receive quality training from instructors and nonprofit leaders
- Access to a takeaway tools to help you hit the ground running!
Training
Finance Roles Made Clear for Nonprofit Organizations
You Are Ready ?
This is an online and on-demand training program designed to provide Canadian nonprofit leaders with increased skills and confidence in reading and understanding nonprofit financial statements. This program includes:
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On-demand self-paced lesson and webinars
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5 video lessons
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8 takeaway tools
What's the Curriculum?
Curriculum
Lessons
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The Fab Continuum: Understanding Finance, Accounting and Bookkeeping Functions (42 minutes)
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Governance Finance: Board Responsibilities and Financial Literacy (23 minutes)
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The Finance Committee Role, Terms of Reference and Suggested Work Plan (19 minutes
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The Audit Committee Role, Terms of Reference and Suggested Work Plan (8 minutes)
Resources – Tools
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Finance, Accounting and Bookkeeping Position Descriptions;
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Finance, Accountant and Bookkeeper Job Assessment Guide;
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Finance Leadership Competencies and RASCI Job Function Assessment;
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Governance Finance Nonprofit Board of Directors Responsibilities;
-
Treasurer Position Description.
- Finance Committee Terms of Reference (sample)
- Audit Committee Terms of Reference (sample)
- Finance and Audit Committee Work Plan
This Training Program Is For You If...
- This program is only available for staff members of Canadian non-competing nonprofit organizations.
- You are ready to learn about finance functions for both finance and non-finance staff members (including the Executive Director as well!)
- You would appreciate tools that help you to assess the current finance-accounting-bookkeeping job descriptions to assess if there are any gaps in functions.
- You would appreciate sample Finance and Audit Committee Terms of Reference.
- You feel that the board of directors would appreciate information on their governance finance functions.
- You want to feel more confident about understanding finance roles.
Executive Director, Evangel Hall Mission - ehm
Ainsley Chapman
The course was one of the single highest value training I've received in my leadership career. It shifted how I think about financial planning, and also provided ample tools I could use to apply this thinking. It allowed me to think across departments, and build capacity of departmental leaders/managers. It enabled me to plan 3-5 years ahead, not just annually. It increased my confidence and ability to meet with the finance committee of the board, and work as a team.
"The Finance Masterclass should be mandatory for all Executive Directors, CEOs and Finance Directors. I wish I had taken it 20 years ago!"
- Janet McCrimmon
CEO, Strides Toronto
" I am so pleased to begin the implementation of all that I have learned.
I highly recommend this program for all ED's and Finance Officers in the non-profit sector. It's life changing!"
- Roslynn Baird
Executive Director, Indigenous Diabetes Health Circle
"You will not find a more relevant finance training for nonprofits!
Betty is so knowledgeable and the tools and resources are invaluable."
- Gemma Dunn
Executive Director, ECVO
Nonprofit Finance Roles and Responsibilities Made Clear
Elevate your skills with this self-paced online course, packed with premium resources to master finance, accounting, bookkeeping, and treasurer responsibilities. Learn best practices, and access expert templates like Finance Accounting and Bookkeeping Assessment Guide; Finance, Accounting, Bookkeeping and Treasurer Position Descriptions, and Finance and Audit Committee Terms of Reference and Work Plan.
$249.00 CAD
Register Now
Ready to strengthen your knowledge, skills and boost your confidence in nonprofit finance?
- On-demand self-paced lessons
- 5 online lessons/webinars
- 8 takeaway tools - how to guide
Additional Training and Resources
Online Training:
Finance Masterclass for Nonprofit Leaders
This 5-star rated certificate-based program includes on-demand lessons, 23 tools including 10 additional bonus tools.
Just the Tools:
Finance Masterclass Tools Only -
Receive just the tools from the Finance Masterclass for Nonprofit Leaders
- 21 takeaway tools and resources in total.
Just the Tools:
Executive Director Finance Leadership Tools
Receive 20 premium non-profit finance takeaway tools and resources specifically designed for Nonprofit Executive Directors.
No lessons, just the tools!
Just the Tools:
Finance-Related Job Descriptions and Job Function Assessment Tools
Why draft job descriptions and assess job functions from scratch when you can receive ready-made tools that you can quickly customize?