Intro to Finance: The Controls and Policies Every Nonprofit Needs

INTEGRAL Intros are free 1-hour virtual introductions on topics of interest to nonprofits. This is a perfect overview for your organization's management, board members, and staff.

INTRO to Financials provides an overview of the basics of financial responsibilities, controls, and policies every nonprofit should know about.

Wednesday March 1, 2023, 1-2pm, with Stella Penner

Some of the topics included are:

• What are the respective roles of the board, the treasurer and the bookkeeper or accountant?
• What financial information does a board typically need to make informed financial decisions?
• What is the purpose of “internal control” and what are some key controls we can put in place?
• How does budgeting relate to internal controls?

Trainer Stella Penner, FCPA, FCGA, CA, has decades of experience providing financial reporting and governance support to charities and nonprofits. Previously, Stella held various roles in professional development and as a full-time instructor in financial and management accounting, audit, finance, and organizational design and analysis at universities and colleges in Edmonton and Calgary. Stella also has executive experience as a prior CEO of CGA Alberta.

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