Home Workshop Board Fundamentals: Financial Governance

Board Fundamentals: Financial Governance

Board Fundamentals: Financial Governance

Understanding the roles managers and board members play in an organization’s financial governance can be complicated.​

This workshop will introduce the board’s financial governance responsibilities and explore ways to effectively implement reliable financial management tools.

Learning Outcomes:

By the end of this workshop, you will be able to:

  • Describe the importance of good financial governance in the non-profit sector.
  • Describe the difference between charities and non-profit organizations and the most common areas of non-compliance and risk​.
  • Identify the financial governance responsibilities of the board​.
  • Identify and understand key information presented on the financial statements​.

Suggested Participants:

Board members, Executive Directors/CEOs or senior leaders (for example, Directors or Managers) who are looking for a general overview of financial governance in non-profit organizations.​

Workshop Benefits:

  • A systems-thinking approach to apply financial governance more holistically​.
  • Strategies to implement financial management best practices for your organization​.
  • Clarity on staff vs. board roles as they relate to financial management​.
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Catarina Moreno

Catarina has been working in non-profits at an international and now local level for 15+ years, most recently as a trained Interim Executive Director and consultant (facilitation, organization development).

In addition to her consulting and professional practice, she has been serving as a board director since 2015 and most recently as chair of the board for the BC chapter of a national conservation organization. She holds an MA in Globalization and Development Studies (uOttawa), a certificate in Organizational Design and Development (RRU) and is working on her certification as an Organizational Coach (UBC) in 2023.

She regularly volunteers with Vantage Point to deliver training around governance, new manager skills and leadership for BC non-profits.


Jul 18 2024


9:00 am - 12:00 pm



More Info



Online Learning

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