Protecting Your (Financial) Assets

From Board members to staff and volunteers, everyone can benefit from understanding key financial risk management issues and how to implement efficient and easy internal controls. In this seminar you will learn about:

• Fraud awareness
• Internal control weak spots and how to fix them – no matter your size
• Privacy concerns
• Board responsibilities
• Key financial controls

Who Should Attend

Best Suited for Everyone at your Organization – board members to leadership to staff to volunteers

Presenter:

Susan Lucato, CPA CGA

www.susanlucato.com

Susan joined the Victoria Foundation in 2002 as their Finance Director.The role focused on the financial oversight of the Foundation’s endowment and included a national role in the community foundation movement, working closely with BC’s First Nations groups on specific trusts and the review and updating of the Victoria Foundation Act in 2009.

In 2017, Susan began instructing at Camosun College in the School of Business. First year accounting and accounting software courses are her current specialty area. Susan plays a key role in curriculum development for the Bookkeeping Fundamentals Certificate Program and sits on CPA Canada Competency Map Task Force.

Susan established her financial consulting practice in 2011. She provides financial mentorship, board & staff training, and seminar presentations to both non-profit and for-profit organizations. Susan’s outlook is to empower her clients by training them to understand their financial processes and enhance their efficiencies. Susan is a regular presenter with Volunteer Victoria and many other charitable organizations on a wide variety of topics impacting the non-profit sector.