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Financial Literacy

The Financial Literacy Program 2019

Monday January 7 – March 4 6:30PM - 9:30PM

This 8 week program teaches the basics of financial literacy in the arts. Led by Kristina Lemieux, Natasha Mytnowych and Audrey Quinn Mondays from 6:30-9:30pm.

A limited number of spots will be held in each of the first 6 courses for those who wish to participate on a one-off basis rather than in the full program.

From budget basics to payroll, you'll get accounting and bookkeeping know-how, as well as access to practical tools. In addition to the course work, each registrant will receive up to 4 hours of one-on-one time and access to the ongoing Financial Joy Office Hours (monthly from September to June).

Are you an independent artist, small ad hoc collective or non-profit interested in learning more about project accounting? Or an aspiring Artistic Director wanting to make sure you understand all the elements of running a company? Learn the theory, gain the skills, and build tangible tools over 24 hours of training with Generator. In addition to building a financial system specific to your project/company capacity and needs, you will learn the fundamentals of financial management and gain the confidence to expand those systems as your company and career grows over time.

Questions about the program? Contact Kristina Lemieux:

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Excelerate Your Projects (Excel for producers)
Monday, January 7, 2019

Admit it. You’re a bit jealous of those smug Excel experts. Do you take one look at a spreadsheet and feel ready to throw in the towel? We’re here for you! Excelerate your way to balanced budgets and beautiful, easy-to-use tools and documents. Excel can support you in SO many ways, from cash flow, to box office tracking, to scheduling and audience management. So put away that old-school calculator and let Excel do the work for you!

Please bring a laptop with Excel or Google Sheets. This class is also available to take online

Keep track of that cash (Budgets, Cash Flow and Basic Project Accounting)
Monday, January 14, 2019

When is that grant money coming in? Did I lose a receipt? Can we afford a cast party? One of the most stressful parts of making your own work is not knowing where the money is. Join us for this crash course in accounting basics for indie producing. You’ll learn the basics of project accounting and have a better sense of how to keep track of that cash. We’ll be using templates and worksheets to teach the basics.

Some knowledge of how to use Excel is beneficial. Please bring a laptop with Excel or Google Sheets.

The Registration Causation (Incorporation and Charitable Registration)
Monday, January 21, 2019

To incorporate or not to incorporate, that is the question. Curious about what it means to be a sole proprietor, incorporate a non-profit or become a charity? Learn the advantages and disadvantages of each incorporation type, the responsibilities of each status, and the steps to get things going. We will talk about what it means to have a board of directors, and how funders interact with each incorporation type.

#RelationshipGoals - Your Collective & The Government (Taxes and Government Reporting)
Monday, January 28, 2019

Producing means working with the government, but we got you. Learn which government agencies you need to be reporting to and with what information. We will go over the difference between sole proprietorship and ad hoc collectives and incorporation, and basics of GST/HST. From tax forms to key terms, this workshop will ensure you are comfortable with the compliance requirements of producing your own work.

Please bring a laptop with Excel or Google Sheets

T4 You or T4 Me? (Paying People Properly)
Monday, February 4, 2019

You assembled the perfect teamhurray! But now it’s time to pay them, and you’re not sure whether you’re dotting all your Is and crossing your Ts. Find out who is an employee and who is a contractor, and the different payroll expectations for each. We will also cover types of agreements, payroll deductions and remittances, T4/T4a/T5 creation, and CAEA bonds. We’ll use example scenarios and simple worksheets to help you navigate the responsibilities of hiring people.

Please bring a laptop with Excel or Google Sheets

Smart Money Template 1
Monday, February 11

Learn how to use the Smart Money template to create a budget, project results and manage cash flow by completing the setup process and customizing your page. Take the fear out of summary reports and projections!

Only available to those registered in the full financial literacy program

Smart Money Template 2
Monday, February 25

Apply the Smart Money Template to your project or organization. Adjust the Chart of Accounts to meet your needs and start plugging in your numbers. Don't know what any of that means? You will after you first six weeks in the program!

Only available to those registered in the full financial literacy program

Monday, March 4

Kashoo is all about managing transactions and bank reconciliation–and this will get you started! Set up Kashoo for your organization and get started by linking your bank accounts.

Only available to those registered in the full financial literacy program and for those who choose to subscribe to Kashoo (This is an additional expense)