Thank you for attending the Finance Essential Workshop!
We hope you found the session valuable and informative. To help us improve future workshops, we would appreciate your feedback. Please take a few minutes to complete this brief survey and share your thoughts.
Keen to develop your boardroom skills?
The North King Country Development Trust is hosting a one-day Finance Essentials workshop specifically for board members from local and community-based organisations.
When: Wednesday, 9 October, 2024
Where: Les Munro Centre, Te Kuiti
Time: 8.30am-5.30pm
Course Facilitator: Sarah Haydon
Cost: $250.00 per participant - the cost has been subsidised by North King Country Trust (normally $1250pp)
Course description
In this one-day course, you will learn:
Essential exercises
Course exercises with practical applications demonstrate how this content is critical for all directors.
Mastering accountability
By the end of the course, you will understand how to ask the right questions to hold an organisation to account on behalf of its stakeholders.
Content covered:
Financial Reporting: Understanding Financial Reporting and its implications
Finance Terminology: Learn finance terminology and accounting terms and principles
External Obligations: Know your external reporting obligations and solvency requirements
Financial Analysis Tools: Interpret performance with financial analysis tools
Building Organisational Value: Assess initiatives and opportunities to build organisation value
Red Flags: Recognise red flags
Timetable for the Day
8.30am-10.15am
Welcome and introductions
Basic accounting terms and principles for directors
10.10am-10.30am - Morning Tea
10.30am-12.15pm
Directors' obligations around external reporting
Directors' requirements around solvency
12.15-1.00pm - Lunch
1.00pm-2.45pm
Financial analysis tools for directors to interpret the organisation
Assessing initiative for directors and build value
2.45pm-3.00pm - Afternoon tea
3.00pm-4.45pm
Investment appraisal - case study
4.45pm-5.00pm
Summary and close
See you there!
Lunch will be catered
Lunch and tea & coffee will be catered. Let us know about any dietary needs when completing the registration form below.
Course Facilitator
Sarah Haydon
BSc, FCA, CFInstD
Sarah is, and has been a non-executive director of New Zealand companies since 2007. Currently the Chair of The Co-operative Bank Limited, her previous roles include Chair of the Audit & Risk Committee of Ports of Auckland Limited; Chair of Cavalier Corporation Limited; Chair of New Zealand Riding for the Disabled Association Inc; Deputy Chair and Chair of the Audit & Risk Committee of GNS Science; a Director of Asure Quality Limited; and Chair of the Audit Committee of Unitec.
Before her governance career, her most recent executive roles were with OfficeMax Australasia. Other companies where Sarah has worked include BP (British Petroleum) plc both in the UK and on international project work and with TVNZ following her emigration to NZ in 1998. She has an extensive background in planning, finance, general management, organisational development, and corporate acquisition/divestment.
Sarah has led very large teams of people and is passionate about learning and helping others to do so. She has facilitated executive courses through most of her career, and governance courses since 2012. Sarah has also facilitated numerous board effectiveness reviews. She believes directors require continuous learning and development to meet the broad range of constantly changing governance requirements.
Outside of work, Sarah's happy place is her large native garden, both developing it and trying to eliminate invasive plant pests, with a long-term aim to tip the balance of effort towards the former.