Training & Workshops

Board of Directors Financial Training

• Understanding financial statements

• Roles and responsibilities in financial governance

• Budget review and approval processes

• Risk management and internal controls

• Funder accountability and reporting basics

• Custom board orientation sessions
   

Staff & Team Training

• Budget tracking and reporting for program managers

• Reconciling spending to funder requirements

• Using financial software and tools (e.g., QuickBooks, Excel)

• Internal controls and financial documentation best practices

• How to code expenses and submit clean reports
   

Workshops for Entrepreneurs & Community Groups

• Pricing, profitability, and cash flow

• Setting up financial systems and tools

• Basic bookkeeping skills

• Navigating GST/HST, payroll, and year-end prep

• Money mindset and confidence-building
   

Custom Workshop Development

• Custom content built around your goals

• Interactive, approachable, and practical

• Handouts, templates, and recordings available