Clubs SA Finance 101

Finance 101

Overview:

Being part of setting and monitoring the Budget and understanding the monthly and annual financial reports is part of the legal responsibility carried by every Board or Committee member. This module will make sure you understand the basics of the regular reports you should be receiving and you'll learn what questions you should be asking.

Who should attend:

• All Board and Committee members 
• Club Treasurer 
• All Finance Subcommittee Members 
• Club Manager 
  
  

What we'll cover:

• Role and responsibilities of the Treasurer 
• Role and responsibilities of all Committee members 
• Role and responsibilities of the Club Manager 
• Role and responsibilities of the Finance Subcommittee 
• Essential components of the Treasurer's report 
• Developing, approving and monitoring the Budget 
• Profit & Loss Statements 
• Balance Sheets 
• Cash Flow Statements 
• Red flags to watch out for 
• Important questions to ask. 
  
  

What else you'll get:

• Printable copy of the slide presentation
• Opportunities for participants to ask questions during the workshop or webinar
• Links to useful resources and tools that you can start using immediately
• Information about where to get more help.
• Certificate of attendance

When: Wednesday 30th April 2025
Where: Clubs SA, 222A Henley Beach Rd, Torrensville SA 5031
Time: Arrivals from 9:00am (9:30am sharp start), Concludes 12:30pm

Cost:

• Free to members of Clubs SA
• $50 for non Members

Presenter: Kate Hartwig

Meet Kate

Kate has had a long career in the not-for-profit sector having been CEO of a range of industry, professional and charitable organisations in Adelaide, Sydney and Melbourne. In 2011 she launched her own consultancy, providing advice, training and assistance on not-for-profit management including good governance, strategic and operational planning and organisational development.

She was National President of the Australasian Society of Association Executives and awarded a Life Membership of this organisation in 2013.

Kate was appointed Secretary and Public Officer of Zoos SA in 2013 and still serves on the Board in this capacity. In 2021 she decided to get more ‘hands on’ and is now also a volunteer Tour Guide at Monarto Safari Park.

You can read more about Kate here