Finance Essentials

Wednesday, 9 October 2024

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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:

Financial mastery

Learn to use and oversee financial information and processes.
  

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.

Sarah Haydon

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.

The Finance Essentials workshop is brought to you by

 

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