End of Year Reports for NFPs

What reports does your Not-for-Profit need at the end of the year? There are some basic requirements to meet your statutory obligations but what do the board and senior management need? How do you know what has worked well in the year just finished? How do you communicate your plans for the year ahead?

Mick Devine from Calxa will take you through some of his general principles and examples.

While some of the examples in this webinar will be based on Calxa reports, similar reports can be produced in most systems, including a spreadsheet. Users of MYOB, Xero and QuickBooks can connect their accounts directly to Calxa but there is also a simple import process for users of other accounting system.

 

Course Outcomes

By the end of this webinar your organisation will have:

  • Examples of reports to review the year just completed
  • Suggestions on reports for the year to come

This course is suitable for:  

  • Any Not-for-Profit finance professional
  • Board members
  • CEOs and senior managers

 

Includes: Live access to webinar, participation in live Q&A session at the end of the webinar, access to post webinar recording and slides as well as any additional templates provided by the speaker

 

Not available on this date and time? Register anyway! All webinar registrants will receive a full recording and the slides after the webinar has been presented.

IMPORTANT: If you do not receive the link to join the webinar 24 hours before the commencement date/time, please contact events@connectingup.org to request this information.

Download Slides

 

 

Date: 9 June 2021

Time: 11am-12pm AEST

Price: Free

Course level: Beginners

Course Outline

What reports does your Not-for-Profit need at the end of the year? There are some basic requirements to meet your statutory obligations but what do the board and senior management need? How do you know what has worked well in the year just finished? How do you communicate your plans for the year ahead?

Mick Devine from Calxa will take you through some of his general principles and examples.

While some of the examples in this webinar will be based on Calxa reports, similar reports can be produced in most systems, including a spreadsheet. Users of MYOB, Xero and QuickBooks can connect their accounts directly to Calxa but there is also a simple import process for users of other accounting system.

 

Course Outcomes

By the end of this webinar your organisation will have:

  • Examples of reports to review the year just completed
  • Suggestions on reports for the year to come

This course is suitable for:  

  • Any Not-for-Profit finance professional
  • Board members
  • CEOs and senior managers

 

Includes: Live access to webinar, participation in live Q&A session at the end of the webinar, access to post webinar recording and slides as well as any additional templates provided by the speaker

 

Not available on this date and time? Register anyway! All webinar registrants will receive a full recording and the slides after the webinar has been presented.

IMPORTANT: If you do not receive the link to join the webinar 24 hours before the commencement date/time, please contact events@connectingup.org to request this information.