Online Learning Events
OLE Pathway: Leadership

Financial Sustainability for Non-Profits

What does it take to be financially stable in today’s non-profit world?

This workshop will provide a practical road map for building a financial sustainability plan for your organization along with best practices at the staff, leadership and board member level. In this session we will explore what it means to be a financially secure non-profit organization and you will learn practical financial strategies to achieve this goal. Budgeting, Contingency Funds, Board Policy development, funders, communication and marketing will all be discussed within the framework of financial sustainability. Participants will leave with practical ideas they can discuss and implement to build their financial reserves and protect their long-term ability to meet their mission!

Who should attend?

This session is suitable for those in leadership positions, board members or staff of non-profit organizations who are involved in financial responsibilities.

What will you learn?

  • explore what it means to be financially secure as a non-profit
  • best practices around budgeting, and contingency funds
  • developing board policies that promote financial sustainability
  • seeking funders, developing communication and marketing strategies to support financial sustainability


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 31, 2023


10:00am - 12:00pm



Member Cost:



Online - Zoom