Financial Management for Faith-Based Organizations - Edmonton

Financial Management for Faith-Based Organizations - Edmonton - Thursday, January 31, 2019 

Time: 9:00-3:30 - Lunch is included 

Location: ECVO - Suite 258 Bonnie Doon Shopping Centre, 82 Avenue And 83 Street

Faith-based communities do incredible charitable work, but are all of your activities aligned with your charitable purpose, and are you aware of the risks if they aren’t?

IntegralOrg and ECVO invite you to a one-day training session where you’ll hear from experts who will help you define the roles and responsibilities in financial management at your organization. Know what you can expect about the following topics, whether you’re a volunteer, board member or spiritual leader of your organization:

Managing Internal Controls

• Putting the right policies and controls in place is important for financial management. Learn about monitoring your investments and property, and the payroll and personal laws you should be following. Spruce up your record keeping protocols and learn the safest way to manage cheques, petty cash and disbursements.   

Tax Receipt Dos and Don’ts

• Learn all the mandatory elements needed for tax receipts and the systems you need to ensure you’re issuing receipts for eligible gifts. Gain the confidence and skills to protect your organization from fraudulent use of receipts.  

Registered Charities Information Return

• Learn CRA expectations of charities submitting their T3010 (Registered Charity Information Return) and make sure you have the skills to file your return with ease.

These workshops  are led by:  

Betty Thompson, FCPA, FCGA

Betty is a chartered professional accountant and President and Board member of IntegralOrg. Betty has over 40 years of entrepreneurial and not-for-profit expertise. Through IntegralOrg, Betty offers coaching services in governance, policy development, financial and management related issues.  

Stella Penner FCPA, FCGA, CA

Stella is a senior manager at BDO Calgary. She has over 25 years of professional experience providing audit and assurance services to not for profit organizations and owner-managed enterprises.  

Betty and Stella are excited to share their expertise on a number of financial management issues they have seen in their work with faith-based organizations as auditors and consultants.