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Course Overview

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.

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.

Commence the Course & General Instructions

Please progress through each of the lessons in the course sequentially.

To move from one lesson page to another, click on the ‘Mark Complete’ button located at the end of each lesson page. Once you have clicked the ‘Mark Complete’ button, you may then progress to the next lesson in the course.

Some lesson pages contain interactive resources. To open an interactive resource, click the orange ‘Launch’ button contained on the web page. Click on the ‘Next’ buttons or arrows within each interactive resource to move from one screen to the next within each of these resources.

Document names in red within a lesson or topic page denote that the document is available to download. Just click on the document name (in blue) to open it for viewing and download.

To start the course, click on the lesson 1 heading in the table below.