Webinars: Finance
Managing your money and assets
Managing your money and assetsEffective financial management is a critical part of organisational sustainability. Financial accounting and reporting systems in your organisation should be accurate and transparent. Financial management also includes proper management of assets, accountability reporting on grants, reporting annual accounts to the wider organisation, and legal requirements such as audits, reviews and annual returns.
View webinars below or download PDF of all Finance webinars (PDF, 246 KB).
Webinar index
- How to use storytelling for fundraising
- New financial reporting for accountants of small charities
- Cash Flow Statements
- Minimum Categories
- Best practice grant-seeking for small organisations
- Are you new to a grants role in a charity or nonprofit organisation, or is your nonprofit just beginning to seek grants for the first time?
- Advanced application writing
- Not-for-profit finance fundamentals
- Fundraising basics
- How nonprofits can attract corporate funding: What goes on behind closed doors
- Building healthy funder-grantee relationships
How to use storytelling for fundraising
Fundraising, whether it be crowdfunding, pitching to investors, or applying for grants, is fundamentally about storytelling. This session will help you identify how you can use the power of storytelling to engage with supporters and rally your community to raise funds for your project. The session will explore several case studies of both successful and unsuccessful social change fundraising campaigns.
Presenting organisation: Techsoup
Presenter/s: Mikey Leung and Natasha Aiken, Digital Storytellers
Related resources: Storytelling for Fundraising - Digital Storytelling for non-profits (PDF, 2.26 MB)
New financial reporting for accountants of small charities
Although originally aimed at accountants or those with an accounting background, this resource is also useful for treasurers or anyone in an organisation wanting more in-depth information on specific areas of the Performance Report for Tier 3 and Tier 4 charities.
Presenting organisation: Charities Services, Department of Internal Affairs
Presenter/s: Julia Fletcher, DIA
Aimy Luu Huynh, XRB
Related resources: New Financial Reporting for Small Charities (PDF, 1.09 MB)
Webinar Q&A (PDF, 410 KB)
Cash Flow Statements
Under the new reporting standards, charities using Tiers 1-3 must complete a Statement of Cash Flows. For some charities, this will be a new thing and it can be tricky the first few times. In this webinar we will cover: what is a Statement of Cash Flows and how does it differ from other financial statements, an easy method of calculating your cash flows without having to sort through your bank statements, a chance to ask questions.
On completion of the webinar, you will understand the principles behind a cash flow statement and have the tools to be able to calculate your own one for your charity.
Presenting organisation: Charities Services, Department of Internal Affairs
Minimum Categories
Under the new reporting standards for Tier 3 and Tier 4 charities, revenue/receipts and expenditure/payments must be reported according to certain minimum categories. In this webinar we will cover: what are the minimum categories and what is the rationale for each category, how to determine which category to record items under, guidance on breaking down and renaming the minimum categories, a chance to ask questions. On completion of the webinar, you will understand how to use and present the minimum categories and how to apply them to your own charity.
Presenting organisation: Charities Services, Department of Internal Affairs
Best practice grant-seeking for small organisations
There are so many great organisations out there that are under-resourced and under-funded, and it seems like there’s no time to plan your grants program. This can mean you end up just shooting off grant applications reactively whenever you notice a funding round. Beware – such thinking can only lead to the failure of your grants program! In this webinar Harriett Carter from Strategic Grants teaches you the basic, best-practice must-haves of a successful grants-program and how to avoid the most common pitfalls of those new to grant-seeking.
Presenting organisation: Techsoup
Presenter/s: Harriett Carter, Strategic Grants
Are you new to a grants role in a charity or nonprofit organisation, or is your nonprofit just beginning to seek grants for the first time?
This introductory webinar provides an overview of basic grant-seeking processes for New Zealand nonprofit organisations, including: why wasn't an application successful?; types of grants; getting your organisation grant-ready; getting your project grant-ready; grants research; relationship building; application writing.
Presenting organisation: Strategic Grants
Advanced application writing
For those who have attended courses or viewed the Introduction to Winning Grants Webinar - a 'deeper dive' into best-practice principles.
Presenting organisation: Strategic Grants
Not-for-profit finance fundamentals
Not all board members are finance experts, but as a board member you have a collective responsibility to keep an eye on the finances and understand what the financial information is telling you. The New Zealand requirements for financial reporting have changed so board members of not-for-profit entities (including charities) need to understand their external reporting requirements. This course will support your understanding in the fundamentals of finance, as well as the reporting requirements for your organisation.
Presenting organisation: Institute of Directors
Fundraising basics
A short overview of the basics of getting involved with fundraising.
Presenting organisation: Cochrane
Presenter/s: Kathelene Weiss, Cochrane
How nonprofits can attract corporate funding: What goes on behind closed doors
This webinar discusses: Sharing a vision: how to identify a company’s philanthropic goals and understand whether its goals match your own; building a case: how to best position your work, your vision, and your strategy to attract corporate funding; sharpening communications: How to talk about your impact in a way that forges a deep connection with corporate funders; building relationships: how to leverage your board and leadership team to rally for you.
Presenting organisation: Stanford Social Innovation Review
Presenter/s: Anuja Khemka, Philanthropy Consultant
Keith Timko, Support Center
Wendy Hawkins, Intel Foundation
Building healthy funder-grantee relationships
This webinar will explore: Why inclusion is vital to grantee success; Barriers to open, honest relationships between nonprofits and funders; Tools, tips, and tactics to develop fruitful partnerships; How authentic relationships bring greater impact.
Presenting organisation: Stanford Social Innovation Review
Presenter/s: Katie Eyes, Blue Cross and Blue Shield of North Carolina Foundation
Vu Le, Rainier Valley Corps
Lori Bartczak, Grantmakers for effective organisations
David Johnson, SSIR
Page last updated: 22 September 2017
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