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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

You Found a Good Treasurer. Now Keep Them
We teach you the fundamentals of how to be a good non-profit Treasurer, even if you don’t have a finance background.
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.

Easy to Follow Training Format for all Levels
Who should enroll in this program:
✔ Individuals passionate about making a difference in their community
✔ Finance professionals seeking to leverage their skills for a meaningful cause
✔ Volunteers interested in contributing their financial expertise to nonprofit organizations
You bring the positive energy. We teach you the skills.
Learn the fundamentals of how to be a non-profit treasurer.