Online Learning Events
OLE Pathway: Operations

Financial Best Practices for NPO Leaders

Join Susan Lucato, CPA, CGA, for an exclusive seminar tailored to NPO Leaders aiming to refine their financial stewardship skills. Delve into essential financial tools and best practices under her expert guidance. Gain invaluable insights and strategies to navigate the complex financial landscape and ensure the sustainable success of your organization. This will be an opportunity to empower yourself and drive impactful change within your non-profit.

Who should attend?

Best suited for Board Members, Executive Directors and NPO Management

What will you learn?

  • Role of the Board of Directors
  • NPOs in Canada & CRA
  • Financial Statements and Financial Reporting
  • Financial Transparency
  • Human Resources
  • Internal Controls
  • Privacy

Practical resources and take-aways are provided with this seminar.

Presented by:

Susan R. Lucato
Chartered Professional Accountant


Susan  is a CPA with extensive experience in both the corporate and non-profit sectors. During her fourteen-year tenure at Grant Thornton Chartered Accountants, Susan played a crucial role in developing small business advisory services and overseeing audits for local charitable organizations. In 2002, she assumed the role of Finance Director at the Victoria Foundation, contributing significantly to its growth and prominence within the Canadian charitable community. Susan’s expertise in financial oversight and her involvement in the community foundation movement, particularly in working with BC’s First Nations groups, have left a lasting impact.

Transitioning to consulting in 2011, Susan now supports numerous local charitable organizations and small businesses through her financial consulting practice. Her services encompass controllership, bookkeeping, and consulting on internal controls and processes, with a specialization in the voluntary/not-for-profit sector. Additionally, Susan shares her knowledge as an instructor at Camosun College’s School of Business, where she teaches accounting, finance, and computerized accounting.





May 9, 2024


9:30 am - 11:30 am PST



Member Cost:



Online (Zoom)