Financial Processes 101 for NPOs

Presented by Susan Lucato, CPA, CGA – Join us for an engaging seminar focused on equipping non-profit organizations (NPOs) with essential financial strategies and practices. Starting with a comprehensive overview of NPO financial responsibilities to stakeholders, we’ll then dive into dissecting processes and providing a detailed breakdown of monthly, quarterly, and yearly financial tasks. Topics will include budgeting, fraud prevention, and error detection within internal controls and financial processing. With dedicated time for Q&A, attendees will have the opportunity to discuss specific areas of interest and gain valuable insights tailored to their organization’s needs. Don’t miss this chance to enhance your financial management skills and safeguard the success of your NPO. Register now to secure your spot!

Who should attend?

Best suited for those involved in the day to day financial processing of an NPO’s financial information

What will you learn?

• Responsibilities – Board / Staff
• Roles and Support
• What to do and when to do it
• Budgeting
• Fraud & Error Prevention

Practical resources and take-aways are provided with the 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.