WORKSHOP DESCRIPTION
Many non-profit organizations are doing incredible work — but struggling behind the scenes with their financial administration. Receipts pile up, accounts go unreconciled, and month-end feels like a mystery rather than a routine. This workshop changes that.
Over two evenings, participants will build a practical, repeatable monthly financial routine that keeps their organization’s money clean, transparent, and under control. No accounting degree required — just a willingness to get organized and stay consistent.
Day 1 — Setting the Foundation: We cover how to set up your financial administration properly: organizing receipts and supporting documents, understanding what records you need to keep and why, and structuring your accounts so you always know where you stand.
Day 2 — The Monthly Routine: We walk through a step-by-step monthly financial checklist: reviewing your spending, matching receipts to transactions, reconciling your cash flows and bank accounts, and producing a simple monthly overview you can use.
LEARNING OUTCOMES (competencies)
At the end of this course, participants will be able to:
LEVEL OF THE WORKSHOP AND FURTHER EXPLANATION ON TARGET GROUP
This workshop is for people who are responsible for the day-to-day financial administration of a non-profit organization — or who want to be, but don’t yet have a clear system in place. This includes directors, who handle their own books, administrators with finance responsibilities, newly appointed finance officers, and any board or staff member who regularly deals with receipts, spending, or financial reporting/planning.
The level is introductory. No prior accounting knowledge is required. The workshop is designed for people who are hands-on with their organization’s money and want a structured, manageable approach to keeping it in order.
ADDITONAL INFORMATION:
