Pharo Treasurer Fundamentals Bootcamps

Treasurer Fundamentals Bootcamp

Good Treasurers are hard to get. They can be even harder to keep. Whether you are just starting out as a Treasurer, or are a seasoned veteran, this course will help you excel in your role.

In this bootcamp style course you will get the fundamentals skills and training to train your Treasurer. We give your treasurer the tools, resources and guidance to help protect and scale the impact of your organization.

This course is suitable for all individuals with an interest in becoming a nonprofit Treasurer, regardless of financial literacy.

All participants receive 3 months of post-course email support to help them in their role.

What this course covers:

Chapter 1: Understanding the Role of a Non-Profit Treasurer

• Lesson 1: Role & Essential Responsibilities of a Non-Profit Treasurer

  • Learn about your role as a Board Member
  • Understand the role of the Governance focused Treasurer with regard to budgeting, strategy, reporting, investments, grants, donations and more
  • Optional Training-Introduction to Financial Statements
  • Optional Assignment-Your Role as Treasurer Reflection

Chapter 2: Understanding Non-Profit Accounting Fundamentals

  • Understanding Non-Profit Accounting and how it differs from Traditional accounting
  • Financial Statements
  • Introduction to Metrics
  • Your Role as the CFO

Chapter 3: Designing Systems that Work

  • From Budgeting to Year End: Learn about the role of the Treasurer, each step of the wayWe review your role in strategy, budgeting, monitoring and year end
  • Your role and the role of staff
  • Learning about essential internal controls, governance, and how to design financial systems to protect your organization
  • 15 Audit Red Flags

Chapter 4: Safety, Fraud Prevention and Detection

  • Keeping your organization Safe
  • Policies and Procedures & Other Preventative Actions
  • Following Your Gut
  • Fraud Detection Strategies
  • How to conduct regular internal audits

Resources

  • Template Financial Policies and Procedures Manual
  • 100 Financial Terms for Treasurer’s

Chapter 5: Your Role in Strategy & Analysis

  • The Treasurer’s role is one of the most strategic on the Board. We will guide you through how to communicate and influence strategic decisions
  • Financial Statement Analysis, including horizontal and vertical analysis, variance analysis and more
  • We review the Treasurers role in Investments, Grants, Donations, Communicating to Internal Vs External Stakeholders
  • How to handle audit feedback, how to share information and how work with staff to calendar a year of organizational financial information
  • How to work strategically with staff and contractors to build good organizational relationships

Pharoscore app - HR - Job Descriptions - program instructor

Gain Skills and Make a Lasting Impact With Effective Treasurer Training.

Learn how to effectively manage finances for nonprofit organizations with our comprehensive course on nonprofit treasury management. Gain the skills, knowledge, and confidence needed to become a skilled nonprofit treasurer and drive positive change.

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