Financial Literacy for non-Accountants
We are not all accountants, but we do need to be able to read a set of financial accounts, whether for reporting purposes, funding applications, preparing budgets, business planning or accountability. Do you struggle when faced with reading a set of financial accounts and would love to know how to more easily analyse and interpret these? To understand the basics of what to look for and how to extract the information you need?
In partnership with VA, Sovereign are offering a half day workshop run by their finance team to provide coaching on financial literacy for community groups. The session will include the following elements:
· Financial Basics explained - Balance Sheet, Income Statement, Cash flows
· Management insights and decisions drawn from Financials
Sovereign is New Zealand’s leading life insurer and has been taking care of New Zealanders for the past 25 years. Sovereign has a focus toward supporting New Zealanders to take charge of their health by encouraging healthy lifestyles, so they may enjoy a better quality of life and prevent health problems before they occur.
Facilitator: The presentation will be delivered by Sovereign finance professionals. Please note, due to strict regulatory guidelines, Sovereign employees will not be able to provide specific financial advice relating to the financial health of participating organisations.
Venue: Sovereign offices, Smales Farm, North Shore, Auckland
Morning tea will be provided.
Cost: Free
Registration: Due to limited spaces being available, only one representative from each community group may attend. Please register early to avoid disappointment. Preference will be given to members of Volunteering Auckland.
