Finance for Non-Financial Managers (5 days)

Finance for non-financial Managers

Using financial skills to maximise organisational and programme/project impact.

Download the course flyer

Course Overview

Participants will learn the how to apply financial management principles within their organisation. It includes: planning and monitoring budgets, using financial information to make the most of available resources, achieving sustainability, managing finance to maximise organisational and programme impact. And also how to communicate effectively about financial management with colleagues across the world and across the office.

Learning Objectives

By the end of this course, participants will be able to:

  • use financial management skills to build strong organisational capacity
  • manage budget processes and cash flow and develop the building blocks for financial systems
  • evaluate financial information to help an organisation become more sustainable
  • apply basic financial controls to minimise the risk of errors and theft
  • advise a partner on appropriate financial systems and practices and to build its capacity
  • recognise cultural differences between ‘finance’ and ‘non-finance’ people, and  communicate more effectively when working across cultures

Who should attend

This course is for non-finance people with an appreciation of finance skills:

  • Directors and managers
  • Programme staff
  • Fundraisers
  • Administrators
  • Board members
  • Professionals involved in financial and fundraising activities

Programme

Day 1: Financial management and planning:

  • Financial management needs of organisations
  • Financial and management accounting
  • Budgeting preparation case study
  • ‘Results-based budgeting’

Day 2: Finance planning and budgeting

  • Budgeting ground rules and costing principles
  • Budgeting monitoring case study
  • ‘Donor funding grids’ and managing ‘cash flow’
  • Making budgets easier to understand
  • Basic rules of accounting and finance

Day 3: Financial statements and evaluation

  • Building blocks of financial records and systems
  • Financial statements: what do they mean and how are they used
  • Reviewing financial statements and using them to build capacity
  • Working with audits and auditors
  • Communication with donors

Day 4: Strategic financial management and building financial capacity

  • Sustainably managing ‘reserves’ and strategies for allocating overheads
  • Implementing financial controls and being aware of potential ‘fraud’
  • Financial capacity case study
  • Calculating the ‘true cost’ of activities
  • Improving financial management and programme effectiveness

Day 5: Financial management communication between finance and non-finance people

  • Challenges and benefits of communicating finance
  • Identifying work cultures and understanding each other better
  • Practical solutions to communicating finance effectively between ‘finance’ and ‘non-finance’ cultures, and internationally
  • Strategies for improving relationships and programmes
  • Planning for the future

Trainer

John

John Cammack is a qualified accountant, manager and teacher, and specialises in the international non-profit sector with more than 25 years of experience. His consultancy work includes programme and financial management reviews for southern organisations, and assessing systems to meet the needs of international donors. He is also the author of Building Capacity through Financial Management, Basic Accounting for Small Groups and Financial management for Development.

Location, Date & Language

Dubai, UAE
November 20-24 2016
English

Fee

OECD: Swiss Francs CHF 1,950 / USD 2,000
NON-OECD: Swiss Francs CHF 1,750 / USD 1,800
Fee includes coffee breaks, lunch, handouts and course certificate.

More details to follow

For more information about this course, please contact us at courses[at]ngomanager.org or call +41 22 731 76 66