Online Learning Events
OLE Pathway: Operations

Financial Sustainability for NPOs

Join us for an insightful seminar presented by Susan Lucato, CPA, CGA, where we’ll explore strategies for enhancing the financial sustainability of non-profit organizations (NPOs). In this session, we’ll delve into innovative approaches to financial planning and strategizing, both internally and externally with key stakeholders. Prepare to challenge your traditional views on finances as we uncover new perspectives to identify stress factors and develop effective processes for enhancing financial well-being across your organization. This is an opportunity to revolutionize your approach to NPO finances and pave the way for long-term sustainability. Register now to secure your spot and unlock the path to financial success in the non-profit sector!

Who should attend?

Best suited for those charged with Governance, Planning, Strategy

What will you learn?

  • What is Sustainability?
  • Determining your Fixed and Variable Costs
  • Mapping – using the Four Quadrants approach
  • Financial Reserves – Contingency Funds reimagined
  • Budget, Board Policy, Communication

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.

 

 

Details

Date:

June 28, 2024

Time:

9:30 am - 11:30 am PST

Cost:

Free

Member Cost:

Free

Venue

Online (Zoom)
Register