How to manage financial resources effectively and efficiently
Next courses
- 21 – 23 May 2012, Geneva, Switzerland
- 28 – 30 November 2012, Geneva, Switzerland
Registration and course fees
First course: Registration deadline: 14 May 2012.
Second course: Registration and payment deadline: 28 October 2012. Early bird fee available for payments until 28 September 2012.
Early bird fee / Full fee :
Above fees are in Swiss francs (CHF). Online currency converter: CHF to USD CHF to EUR CHF to GBP. These are indicative rates, provided by XE Currency Converter.
10% discount for returning students (within 12 months since the last course) or additional course participants from same organisation.
To register, please fill in the online registration form, or download the form and send it to us by email. For further inquiries, please contact us.
Course overview
Click here to download the course leaflet (PDF format)
The three-day course Financial Management for Non-Finance Executives is aimed at equipping NGO leaders, managers, and board members with the knowledge and skills to effectively and efficiently manage the financial resources of an NGO towards sufficiency.
To reach this aim, participants learn the basics of financial management concerning accounting principles, how to best monitor revenue and expenses, how to analyse and interpret budgets, financial statements and reports, what are financial causes and effects that make an NGO successful, how to define strategies and make decisions concerning resource generation and investments, and how to prepare financial planning and budgeting.
NGOs operate on limited resources – finances, staff and time – to conclude projects and programs successfully. To cope with the limited resources, the participants of this course acquire basic knowledge on financial management and learn to utilise a number of key decision-making tools. This course aims at enhancing the participants’ knowledge and sharpening their skills so that they are able to take action confidently and at the right time in order to manage resources efficiently in the present and sufficiently for the future.
Who should attend
The course will benefit leaders and managers who are responsible for or participate in the formulation of the financial strategy and budget of their organisation, and managers who are responsible for the implementation of strategies and annual plans. Participants should have basic experience in managing finances of an organisation.
This course is designed for:
- Executive directors, regional directors, unit directors
- Department heads
- Senior project managers
- Board members
- Founders of NGOs
- Consultants who provide services to NGOs
How you and your organisation will benefit – Learning Objectives
By the end of this course, participants will be able to:
- Recognise the key components of financial management
- Manage budget processes and cash flow effectively and develop the building blocks for accounting systems
- Identify the basic principles of accounting
- Evaluate financial statements and how they relate to each other
- Highlight weaknesses in financial systems and manage audits and auditors effectively
- Explain the requirements of donors concerning project funding and financial reporting
- Use key tools to build the financial strategy of a not-for-profit organisation
- Build the financial management capacity of their own and partner organisations
Course programme
| Day 1 | Welcome
Finance Management Overview
Finance planning and budgeting
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| Day 2 | Financial analysis
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| Day 3 | Strategic financial management and controls. Moving towards sustainability
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Individual consultation
As a participant, you can obtain an individual consultation from the trainer during the course on how to further develop a project for your own organisation, or on another subject perhaps relating to a partner organisation.
