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Making End of Year Reporting Productive (WEBINAR)

Download slides here

Download report sample here

Delivery & Length:

This live webinar consists of 1 session running for 1 hour.

Each webinar will include a comprehensive presentation and group discussion/Q&A. The slides, video recordings and any templates applicable will be available after each session.

Not available on this date and time? Register anyway! All webinar registrants will receive a full recording and the slides after the webinar has been presented.

Course Information:

The end of any year, financial or calendar, is a good time to look back at what you've achieved and look forward to the future. This webinar will look at some of the reports in Calxa that will give you the insights you need into your organisation. Going beyond your standard monthly reports, review the year, compare it to last year - or the previous 5 years. You'll get advice on the summary reports for senior management and board level down to the details for program managers.

Course Outcomes:

By the end of this webinar your organisation will have:

  • Deeper insights into the information you have in your accounts and how you can use it to review your progress and plan for the future
  • Clear recommendations on key reports to keep every level within your organisation fully informed on your year-end progress.

Audience

End of Year Reporting is suitable for:

  • NFP finance staff responsible for preparing end of year reports
  • Users, or prospective users, of Calxa

Managers and board members looking to improve the depth of their reporting without adding to the complexity of it.

About the Presenter:

Mick Devine

Mick is a CPA and CEO of Calxa Australia. He has been involved in accounting systems for Not-for-Profits since before the implementation of GST in Australia and has spent most of the past 20 years designing and developing tools to take time out of the budgeting and reporting process.

His award-winning Calxa application is available as a donation through Connecting Up/TechSoup New Zealand

 




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