Online Learning Events
OLE Pathway: Leadership

Financial Best Practices for Non-Profits

The first workshop in a series of Online Events focused around financial literacy and skill building, this workshop will take you through the highlights of best practices pertaining to: the role of the Treasurer and other financial volunteers and staff, privacy issues, fraud prevention, dealing with regulatory bodies (CRA etc.), and tips for basic financial management best practices.

Who should attend?

This workshop is best suited for Treasurers and financial volunteers, or staff of small to medium sized non-profit organizations. Leadership and board members who are involved in financial responsibilities.

What will you learn?

  • understand the role of the Treasurer and Board Members
  • privacy issues around financial practices
  • preventing fraud
  • how to work with regulatory bodies
  • tips and advice for best practices


Susan Lucato, CPA, CGA

Susan has over 30 years’ experience the fields of accounting, financial management and public speaking. She spent 14 years with Grant Thornton Charted Accountants, as a Senior Manager in their Independent Business Group working with non-profits and owner-managed small businesses. In 2002 she moved to the non-profit sector and spent over 9 years as the Finance Director for the Victoria Foundation. Since 2011 she has operated her own financial consulting practice specializing in non-profit and small business work, and in 2019 joined the faculty of Camosun College’s School of Business. She is a sought-after presenter in the Charitable Sector focusing on the areas of financial controls, budgeting, best practices and sustainability.  For more information about Susan, her website is



May 17, 2023


10:00am - 12:00pm



Member Cost:



Online - Zoom