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Finance for Non-financial Managers

October 24, 2017 @ 5:30 am – 7:00 am
Nelson Marlborough Institute of Technology, Room S106
22.50 per session
Holly Drummond
03 546 7681

A 2-part seminar mini-series to give you confidence in dealing with your organisation’s finances. All board member and managers who receive financial reports or are involved in budgeting, would benefit from attending this course.

Part 1 – Understanding Financial Statements – Tues 24 October 5.30 – 7pm

Dazzled or confused by financial statements?  Let Bill Heritage of Tupiza Ltd remove the mystery.

  • Financial language explained
  • The balance sheet made clear
  • Other financial statements
  • Common confusions
  • The law and financial reporting

Do bring along your own accounts.  There will be time for questions about matters that affect you.


Part 2 – Financial Management – Tues 31 October 5.30 – 7pm

How to use financial information to make decisions for your organisation.

  • The manager’s role in finance
  • Budgeting
  • Monthly versus annual financial statements
  • What to look for
  • Fraud detection

Bill Heritage has been a qualified accountant and educator for almost 40 years.  He has lectured to student accountants, to qualified accountants and many other groups.  Bill has developed a tremendous ability to explain complex ideas simply.  He is famous for delivering humour with even the driest topic.

The course will be held at NMIT Room S106. To view a map of the campus go here. If entering from Nile Street, there is an older style Villa at the front of this small block and Room S106 entrance is on the left hand side of that building.

The cost for the workshops are $22.50+gst each or $45+gst for both. To sign up go to our Workshop Registration Form. Remember to write in the title whether you are signing up for Financial Management Part 1, Part 2 or both. You will be invoiced via email.

Volunteer Nelson provide low-cost training at the rate of $15 per hour+gst to organisations. This helps to enable us to fund the ongoing support we provide to volunteer involving organisations.