Advanced Governance: Strategic Financial Governance

Get the most from your financial reporting.

Your financial reports are about so much more than compliance. When organized well, financial reports provide critical information for making strategic decisions about your organization and its programs.

This two-hour virtual session will explore frameworks, tools, and indicators you can use to assess performance, consider alternatives, and make governance decisions.

You will walk away from this workshop ready to analyze your program costs and impacts, create cash flow models for different scenarios, and strategically assess your funding model.

Who Should Attend

Board members, Executive Directors/CEOs and financial directors of not-for-profit organizations. All attendees should be familiar with reading and interpreting financial statements.

Learning Outcomes

By the end of this session you will be able to:

  • Review your current revenue and funding strategies and consider alternatives
  • Re-design your budgeting and reporting framework to provide strategically useful and meaningful information you can use to make decisions
  • Identify key performance indicators for financial health, sustainability, and performance
  • Use scenario planning and cash flow projections to demonstrate alternative courses of action


  • Strategies for enhancing revenue streams
  • Designing strategic (vs. compliance) financial reports
  • Program cost vs. impact
  • Financial key performance indicators for charities and not-for-profits
  • Cash Flow modelling (scenario planning)


To see if this workshop is currently scheduled, visit our Learning Calendar

For more information, please email



Free Membership Available
To support not-for-profits through the economic impacts of COVID-19, we are offering our membership for free for a limited time.

t: 604 875 9144
f: 604 875 0710
1183 Melville Street
Vancouver, BC V6E 2X5


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