About the Program
This stream is ideal for those working within non-profit organizations or aspiring to do so. You’ll learn about:
Paying people (employees, contractors)
Basic project accounting
Tax filings, including HST and GST
Managing organizational cash flow
Program Schedule
Start Date: October 24, 2024
End Date: December 5, 2024
Classes: Thursdays from 6-8 pm EST
Program Pricing
Our program fees are based on a sliding scale, allowing participants to choose the price that best fits their organizational budget:
$100: For those with a budget under $50K (part-time/seasonal staff)
$250: Budget of $150K (multiple part-time staff)
$400: Budget of $250K (more than 3 full-time staff)
$600: Budget over $500K (multiple full-time staff)
Choose your own price (Minimum $100) to make the program accessible for all.
Class Descriptions
Excelerate Your Projects
You’ve got the basics, but you get Excel-envy when you see other people’s pretty spreadsheets. Excelerate your way to beautiful reports and data tables that can help you with everything from cash flow to scheduling and box office management. This class will go beyond the basics and get into charts, pivot tables, text-based and date functions. (You’re welcome to use Google Sheets instead, it just doesn’t have the EXCELlent pun potential.)
*this class is optional—if you’re already well-versed in Excel, feel free to skip it
Keep Track of That Cash
When’s that grant money coming in? What’s the best way to organize my payables and receivables? This is a crash course in accounting basics for non-profit management, including budgets and cash flow. Through templates and worksheets, you’ll learn project accounting essentials and how to work with a bookkeeper. We’ll also cover what you need to consider when it comes to internal controls and fraud, and how to prepare for an audit.
The Registration Causation
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’ll also cover how funders interact with each incorporation type and what it means to have a board of directors.
Relationship Goals—The Government + You
Running a non-profit means working with the government, but we got you. Learn which government agencies you need to be reporting to, and with what information. We’ll go over GST/HST and tax filing deadlines. From tax forms to key terms, this workshop will ensure you’re comfortable with the compliance requirements of running a non-profit.
T4 You or T4 Me?
Learn the differences between employees and contractors, and the different payroll expectations for each. We’ll also cover different 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 and paying them correctly.
Putting it into Practice
Apply real-life examples from your non-profit to different templates and reporting models. Whether you’re creating reports for your manager, your board, or CADAC, practice using Google Sheets (or Excel) to arrange data in different formats. We’ll discuss financial statements and reports for audits, looking at how data can be used to tell a story for the various audiences you’re reporting to.
Join the Next Session
October 24th - December 5th, 2024
Thursdays from 6-8pm EST
All session on Google Meets
Sliding Scale Pricing
