Finance for non-finance professionals

Finance for non-finance professionals
Tuesday 16 June 2020 (9:00am to 5:00pm)

Delivered via Zoom interactive virtual workshop

Professional & Associate Members $675
Affiliate Members $775
Non Members $775


This course is also available for in-house delivery. For more information please contact the Learning team on 02 8066 1900 or email learning@nsw.ipaa.org.au for a quote.

Course Overview


This course will teach learners how to strengthen their knowledge and ability in budget and financial management in the public sector. Designed for non-financial managers who have responsibility for a budget, the course provides the financial knowledge needed to be a financially savvy manager. It gives an overview of financial and accounting concepts, language and tools to assist in managing budgets successfully.


Learning Outcomes


  • Understand and explain accounting terminology
  • Understand how funding allocations are developed and how to influence them
  • Understand the rules about expenditure, including regulations and Acts governing the use of different types of funds
  • Prepare unit budgeting, including salary budget
  • Analyse financial data and deliver financial reports suited to business needs
  • Understand internal controls and monthly reporting
  • Manage across several project budgets, and identify from financial reports when allocated funds should be reallocated.

"The facilitator provided an excellent overview. He explained jargon in simple terms and provided explanations and background information which demystified concepts."
Recent IPAA learner


4 stars
4 out of 5 (based on feedback from 39 learners)


ZOOM Virtual Classroom


Our virtual classroom consists of a facilitator teaching the class to students who are dialled in remotely to the class session. Presentation slides and other digital files can be presented during the training session using the Zoom platform and the student may either focus on these resources or the facilitator.

To enable connection, you will require the following set-up:

- Sufficient internet connection – Zoom is successful on a 4G network. Any network better than 4G will enhance the student’s experience;
- A PC with a web-camera, microphone and the capacity to run the Zoom application to allow the facilitator to better interact with students in the same manner as a traditional classroom; and
- Sufficient sized monitor or screen to support the number of students in the room.


NSW Public Sector Framework Capabilities

This course is targeted at Intermediate to Adept level. The following behaviours from the framework are covered:

Business Enablers: Finance

  • Understand basic financial terminology, policies and processes, including the difference between recurrent and capital spending.
  • Understand impacts of funding allocations on business planning and budgets, including value for money, choice between direct provision and purchase of services, and financial implications of decisions.
  • Understand and apply financial audit, reporting and compliance obligations.
  • Display an awareness of financial risk and exposure and solutions to address these.
  • Understand delegations and act within authority levels.
  • Identify risks to successful achievement of goals, and take appropriate steps to mitigate those risks.

Course Facilitator

Stuart Patch




Stuart is an executive trainer, executive coach, university business school lecturer who specialises in the areas of financial management, project management and risk management. His customised training services and executive coaching are all enriched by an extensive career working across the world as Finance Director for global listed companies operating in the power generation, construction, resources and transportation sectors. Stuart has designed and facilitated training as well as coached and mentored senior management within commercial firms, government and the not for profit sector. Stuart is a Fellow of the Chartered Institute of Management Accountants, holds a Diploma in Project Management and Certificate IV in Training and Assessment.

Course Materials


All course materials (including the workbooks) will be made available through our digital learning space, Illuminate. Your Illuminate access details will be provided 7 days prior to the course date.

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Enquiries: For more information on our learning programs, please contact the IPAA NSW Learning Team on 02 8066 1900 or email learning@nsw.ipaa.org.au.
When
16/06/2020 9:00 AM - 5:00 PM
Where
Sydney, NSW 2000 AUSTRALIA
 

Terms and Conditions
Payments

Payment must be made either in full online at the time of confirming purchase or 14 days from the date of the invoice.
Payment is required prior to attending the event or course. 

Payments - Online Events

If you have an outstanding invoice for the event, you will not receive a link to the live event. 

Cancellation policy - Events
  • Cancellation must be in writing
  • Cancellation received more than 10 business days prior to the event running — no penalty will be incurred
  • Cancellation received within 5–10 business days prior to the event running — 50% of the event fee will be payable
  • Cancellation received within 1–5 business days prior to the event running — 100% of the event fee will be payable.
Cancellation policy - Scheduled Courses
  • Cancellation must be in writing
  • Cancellation received more than 10 business days prior to the course start date — no penalty will be incurred
  • Cancellation received within 7–10 business days prior to the event running — 50% of the event fee will be payable
  • Cancellation received within 1–6 business days prior to the event running — 100% of the event fee will be payable.
Cancellation policy - Self-paced Courses
  • Cancellations are not permitted.

Note: If you do not cancel and do not attend, 100% of the event fee must be paid.

Transfer policy - Events
  • All requests for transfers must be in writing
  • Substitute nominees may attend in your place where deemed appropriate; however, if a member wishes to substitute a non-member in their place the full fee will be payable.
Transfer policy - Scheduled Courses
  • All requests for transfers must be in writing
  • Your course registration can be transferred to another course without penalty if requested more than 10 business days prior to the course start date. Otherwise, the above cancellation policy applies. Transfers can only be requested when the course fee has been paid in full
  • Transferring your registration to another person can be done at any time without penalty, provided that nominee details are provided within a minimum of 2 business days before course/event start date; however, if a member wishes to substitute a non-member in their place the full fee will be payable.
Transfer policy - Self-paced Courses 
  • Transfers to another course are not allowed for self-paced courses.
Penalties may be waived in exceptional circumstances, work commitments do not count as exceptional circumstances.

Program Changes

IPAA NSW reserves the right to change programs/speakers/venue, or to cancel programs if the enrollment criteria are not met or when conditions beyond our control prevail. All registrants will be notified in the event of cancellation and their registration will be refunded. 


For our full terms and conditions click here

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