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(Online) Finance for Non-finance Managers Training

The Finance for Non-finance Managers course is a 4-week online programme designed for managers and other staff who need to use financial skills in their work, but are not trained accountants. They may be working internationally in NGOs, government, UN agencies or private sector.

This course starts with the basics and gradually gives a thorough working knowledge of financial management, including ways of presenting funding proposals to maximise income. We use a mixture of approaches including weekly facilitator input, paired discussions, group work and individual activities. These provide you with the practical skills not only to know how the numbers are calculated, but also how to use finance information and systems in decision-making.

You will learn to use the techniques in your own organisation and with partners, and so see better decision-making and programme impact. The training includes a range of materials to use in your organisation’s activities, including the book Building Financial Management Capacity for NGOs and Community Organisations, written by one of the trainers.

You work from the comfort of your own home or office. You complete the course over 4 weeks with facilitated, scheduled live meetings, including four fixed date webinars. You will join a peer group of participants from different organisations and countries.

IMA International facilitators will guide and mentor your learning process, providing you with:

1. Practical exercises and reflection activities
2. 4 guided 90-minute group webinars (recordings made available)
3. Paired and peer group work
4. Presentations and video inputs
5. User-friendly platform for accessing all materials, presentations and resources, sharing with your peer group and uploading your regular assignments to a dedicated portfolio
6. Written resources and web links
7. Relevant case studies
8. Opportunity to apply financial management skills and techniques in your workplace
9. Scheduled access to mentors
10. Personalised mentoring session as 3-month follow up

A good internet connection is a requirement for this course


More dates will be added soon, please sign up for our online learning updates to receive notifications.


Duration: 4 weeks

Venue
Date
Application Deadline
Fee
Online
28 Sep 20-23 Oct 20
21 Sep 20
£1250 (excl. VAT)

The price of the course excludes VAT which may be added depending on where you live and status of organisation.

Why choose this course

In the practical participatory sessions, you learn how to:

• apply financial management within different settings using interactive case studies and examples.
• plan and monitor budgets, using financial information to make good decisions
• assess and set up robust financial systems
• manage the expectations of donors for project funding and financial reporting
• build the financial capacity of your own and partner organisations.

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What you will learn

Module 1: Financial management overview using a model to assess an organisation’s financial capacity
Module 2: Planning and budgeting preparation based on a case study
Module 3: Budget monitoring, using a tool to identify key figures
Module 4: Cash flow forecasts and how to interpret them
Module 5: Accounting records and how they fit together
Module 6: Annual accounting statements and how to use them
Module 7: Getting the most from audits and auditors
Module 8: Strategic financial management and managing organisational savings
Module 9: Creating financial resilience and financial risk management
Module 10: Internal controls and how to use them
Module 11: Communicating financial information effectively
Module 12: Reviewing learning and action planning

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Learning financial management skills to build capacity

Objectives

Module 1:
Identify the role of financial management and how to use it in assessing an organisation

Module 2:
Plan objectives and prepare a budget based on these, identifying key figures

Module 3:
Monitor a budget, and identify items to query when reviewing a partner’s budget

Module 4:
Manage cash flow and prepare a donor funding grid and interpret how these are used to strengthen financial management

Module 5:
Recognise financial documents, and explain how they are used in any organisation

Module 6:
Differentiate accounting statements and use them to aid decision-making

Module 7:
Explain what to look for when audits take place, and discuss how an audit can build financial capacity

Module 8:
Implement strategic financial management by managing overheads (‘core costs’) and organisational savings (‘reserves’)

Module 9:
Devise a plan to make your organisation more financially resilient and reduce risk

Module 10:
Review and build robust financial controls and systems within an organisation

Module 11:
Assess how well communication about finance works in your organisation and design ways of improving this for all stakeholders

Module 12:
Review the module, identify key learning and develop a plan for implementing the learning into your own organisation

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