Online Learning Events
OLE Pathway: Operations

Financial Processes 101 for Non-Profits

Are you a newer NPO, small volunteer organization? Wondering if you’re missing anything when it comes to finances?

This informative and practical Online Learning Event will guide you through what you need to do each month, each quarter, and each year to ensure you are meeting your financial responsibilities.  You’ll receive practical advice, usable forms, templates and processes to take with you. Topics will be covered in an easy to follow and implementable format.

Who should attend?

This session is suitable for anyone involved in the financial accounting/reporting activities of a non-profit organization.

What will you learn?

  • cover a list of activities that must be completed each month, quarter and year to ensure an organization is meeting their financial responsibilites
  • practical guidelines, forms and processes
  • understand financial responsibilities of organization and staff/leadership in non-profits


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




June 7, 2023


10:00am - 12:00pm



Member Cost:



Online - Zoom