News & Events

Target Audience

Anyone looking to learn about good practice in carrying out the Role of Treasurer in a non-profit organisation.

Outline

Appointing a board member to the role of Treasurer is important for a non-profit board. Typically, most board and committee members do not come from financial backgrounds. It is therefore helpful to have at least one member of a Board who understands, and is capable of, communicating to board members the implications of financial decisions taken in the organisation.

Please note that in this course, we will use the term Board to cover non-profit boards and management committees alike. We will use the term ‘organisation’ to cover all types of non-profit entities including companies limited by guarantee, voluntary groups, co-operatives and unincorporated associations.

This course can be accessed for up to 60 days after purchase.

Course Structure

The course is divided into 7 component parts and takes approx. 1.5 hours to 2 hours to complete. Participants should allow for additional time to review the templates which accompanies the course. Topics are self-contained to facilitate micro-learning for the time conscious participant.

1. The Role of Treasurer in Context

In this lesson, we learn about the duties attaching to the role of Treasurer and the collective responsibilities of a non-profit board.

2. Monitoring Income and Expenditure

In this lesson, we consider the important role the Treasurer plays in helping a non-profit Board to effectively monitor income and expenditure in an organisation.

3. Communicating with Non-Financial Board Members

In this lesson, we consider how financial information can be more practically conveyed to board members at meetings using financial dashboards.

4. Managing Financial Risk

In this lesson, we consider the actions a board needs to take to manage financial risk and the practical support a Finance Sub-committee can provide to a board.

5. Planning Budgets and Cash Flow

In this lesson, we take a practical look at the work involved in developing budgets and cash flow projections to help guide performance expectations in an organisation.

6. Crafting Financial Policy and Procedures

In this lesson, we consider the type of financial procedures that may be required to help Boards and managers exert adequate financial control in their organisations.

7. Working with Stakeholders

In this lesson, we consider the range of stakeholders that an organisation supports and works with and the implications for the Treasurer.

Upon successfully completing the course, participants may download free of charge a course Certificate of Completion.

Note: Once an e-Learning course is booked, it could take up to 48 hours for login details to be provided.

NOTE: When booking, please make sure to input all the correct contact details onto the booking form as the information will be used to create learner profiles. Should information be entered incorrectly it could delay the booking process.

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Target Audience

Anyone looking to learn about good practice in the important function of taking accurate meeting minutes.

Outline

Accurate minute taking is an essential part of good meeting practice. The keeping of accurate meeting minutes is also an essential requirement for non-profit companies.

This course can be accessed for up to 30 days after purchase.

Course Structure

The course is divided into 5 component parts and takes approx. 30 minutes to review. Participants should allow for additional time to review the minutes template which accompanies the course. Topics are self-contained to facilitate micro-learning for the time conscious participant.

1. Taking Meeting Minutes

In this lesson, we review the role of minute taker and the different types of minutes that may be taken at meetings.

2. How to Take Meeting Minutes

In this lesson, the focus is on discursive minutes and how such minutes may be recorded.

3. Listening Skills

Good listening skills are essential for individuals taking notes during meetings. In this lesson, we learn more about active listening and methods for improving listening skills.

4. Note Taking During Meetings

In this lesson, we consider how best to prepare for the role of minute taker at a meeting.

5. How to Help Luke?

In this lesson, we apply what we have learned in previous lessons to a relevant hypothetical situation.

Upon successfully completing the course, participants may download free of charge a course Certificate of Completion.

Note: Once an e-Learning course is booked, it could take up to 48 hours for login details to be provided.

NOTE: When booking, please make sure to input all the correct contact details onto the booking form as the information will be used to create learner profiles. Should information be entered incorrectly it could delay the booking process.

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