Budgeting 101 for Non-Profits

November 27, 2024
09:00 AM to 12:00 PM

This workshop will provide a solid understanding of how to create and monitor a budget for your non-profit organization!

One way that a non-profit can plan for income and expenses in the future is by creating a budget. A budget is a document that can help any non-profit organization plan for the future as well as assess its current financial health. The budget is typically reviewed periodically to compare it to the actual cash flow of the organization and to guide program and service delivery throughout the year. Knowing the budget, understanding its function, and when to make any adjustments, is fundamental to any organization's financial management practices.

In this workshop, participants will learn the budget development cycle, revenue and cost projection best practices, how to account for restricted funds, and strategies to deal with variances.

Who should attend?

This workshop is recommended for all non-profit staff or volunteers who are responsible for developing and maintaining a budget for their program, project or the organization.

Facilitator:

Eric Robert, a partner with Rawluk & Robert Chartered Professional Accountants Inc., is a public practice accountant in Winnipeg, with 20 years of experience serving clients throughout Western Canada. Eric prides himself on making sure his clients fully understand their finances, leaving them more confident and informed.

Eric began his academic journey at the University of Manitoba, initially enrolling in the Faculty of Arts. During his studies, he discovered a natural talent for communicating concepts in a way that made people understand. This skill, combined with his strong affinity for mathematics and accounting, led him to a career in accounting and eventually to realize his dream to manage his own business. Today, he leverages his love of educating and expertise in accounting to help individuals and businesses achieve financial clarity and success. On a side note, this change of career made his father, an accountant himself, exceedingly happy.

Eric's specialty is working with Not-for-Profits Organizations and Charities throughout Winnipeg and Manitoba, serving as both an auditor and a volunteer on various boards. Through these roles, Eric has gained a deep understanding of the unique challenges faced by Not-for-Profits and has used his expertise to help these organizations upgrade their bookkeeping and software systems, making them more streamlined and accessible for future members.

Location:

In Person: This workshop will be held at 145 Pacific Avenue, Winnipeg, MB, R3B 2Z6 (Sport Manitoba)

Accommodations - In Person Events:

Volunteer Manitoba strives to host inclusive, accessible workshops that enable all individuals to engage fully. If you require any accommodations to participate in our training, please indicate so on the registration form.

Volunteer Manitoba is committed to accommodating individuals with sensitivity to scented products. Participants are kindly asked to refrain from using perfume, cologne, aftershave, or other fragrances to create a fragrance-free environment.

Location:

Sport Manitoba (145 Pacific Ave,Winnipeg, MB, R3B 2Z6)

Cost:

$125.00

Facilitator:

Eric Robert


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