Understanding the Finances (Interactive)

Date: 13 May 2027

Thursday 13th May | 1:00–4:00 PM AEDT | Online

Presented by Community Directors | $189 Member Price

Overseeing the finances is probably one of the most important tasks you have as a board member. Financial literacy will put your organisation in the best position to promote and fulfil your organisation’s mission. If you don’t understand how the finances work, you’ll be at risk of getting caught up if anything goes wrong.

How well do you understand the financial performance and position of your organisation?

At this training, we'll cover:

  • Why you need to understand your organisation’s finances
  • Financial roles and responsibilities
  • Legal duties of board directors
  • Key elements of a board financial report
  • Profit and Loss Statements
  • Budgets
  • Balance Sheets
  • Cash flow statements
  • Reg flags to look out for
  • Oversight and monitoring

This 3-hour online session costs $185 (member price) and will be held Thursday, 13th May 2027 from 1:00pm to 4:00pm. This session is not recorded. Live attendance is required.

Key details
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Date: Thursday 13th May 2027

Time: 1:00pm-4:00pm AEDT

Location: Online | Recorded

Member price: $189

Non-member price: $249

This training is designed for board and committee members, senior staff, and leaders of not-for-profit and community organisations who are involved in governance, management, or strategic decision-making.

Melbourne, Sydney, Hobart, Canberra, Brisbane: 1pm to 4pm
Adelaide: 12.30pm to 3.30pm
Darwin: 12.30am to 3.30pm
Perth: 11am to 2pm

This session is not recorded

(live broadcast only. No recording is available for this session)

Yes. We will share a copy of the slides will all who register for this session.

Your presenter
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Kate James

Kate James | Trainer, governance and community leadership

BA, LLM (Juris Doctor), Graduate Diploma of Legal Practice, Certificate III (Investigations Certificate IV (Government Investigations), NMAS Mediation Skillset

Kate (they/them) has a professional background spanning commercial law, government, private investigations and management consulting. They’ve worked with community groups of all shapes and sizes, including by providing legal and regulatory advice, conducting cultural reviews, and facilitating restorative processes.

Meet Kate.

What people say...

"Very worthwhile course, thank you"
"Thank you! Greatly appreciate these sessions."
"Thank you for affordable, quality professional development"

Other training opportunities
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Looking for something else? The Community Directors calendar has all upcoming sessions and programs. Check it out now.

After something self-paced? Our learning management system hosts a range of programs, including our popular Certified Community Director, the seven-unit micro-credential for community board members.

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