Financial Literacy Workshop for Not-for-Profit organisations This workshop will enable you to familiarise yourself with financial statements, understand profit and loss statements and teach you how to evaluate your organisation’s financial position. **Limited to 25 participants – so register early to secure your place** Stephen Gallagher Senior Finance Manager, Group Finance Topics to be covered include: NAB 1. Introduction to Accounting Principles 2. Understanding your organisation’s: Stephen Gallagher has 11 years experience working in the finance division of National Statement of financial performance Australia Bank (NAB) involving financial (profit and loss statement) statement review and preparation including the Statement of financial position NAB's annual report and half yearly profit announcements. Stephen has also held senior (balance sheet) finance positions that involved the provision of Statement of cash flow statement accounting advice on financial transactions, 3. Accrual versus cash accounting budgeting, forecasting and the provision of management accounts. Stephen is a qualified 4. Principles of Depreciation Chartered Accountant and has previously worked 5. Profit versus cash for KPMG and Norwich Union. 6. The impact of debt versus equity on Date financial statements Wednesday, 17 October 2007 **Participants are requested to bring: Time writing material, 9.30am – 12.00pm a calculator and a copy of your latest annual report (if applicable) Cost: $30 Venue National Australia Bank Please complete the attached registration Level 34, 500 Bourke Street form and return to PILCH. Melbourne Light refreshments will be served RSVP By Wednesday, 3 October 2007 It will assist PILCH and the presenters if you could complete the questions on the Registration Form so we can tailor the presentation for the organisations attending and answer your questions on financial literacy. Name: Organisation: Address: Email: Please set out any questions you would like the presenter to consider in his presentation. Organisation Type: Incorporated Association Unincorporated Association Community legal centre Other (please specify) Company Limited by Law Firm Law student Guarantee Taxation Status Income Tax Exempt Charity Public Benevolent Institution GST concessions Deductible Gift Recipient Principal Activity Community Services Health Education child care NFP private hospital Religious accommodation for the aged NFP public hospital Arts and Culture disability services nursing home Sport & recreation youth services primary care service Environment other residential care health agency Interest Group other non-residential care Please specify Other other community service Please specify Please specify Primary Purpose serve its members and Or serve the public supporters How many employees none 5 – less than 20 50 less than 100 (whether full or part- less than 5 20 less than 50 100 less than 1000 time) How many volunteers none 5 – less than 20 50 less than 100 less than 5 20 less than 50 100 less than 1000 Income less than $500 $10,000–less than $100,00 500,000 to less than $1 mil $500 – less than $10,000 $100, 000 less than 500,000 Financial Literacy Workshop for Not-for-Profit Organisations Date: Wednesday, 17 October 2007 Place: National Australia Bank, Level 34, 500 Bourke Street, Melbourne 3000 Cost: $30.00 per person To reserve your tickets please complete and return this form to: Marlena Pitrone Administrator PILCH at PILCH Level 1, 550 Lonsdale St Melbourne or Fax: (03) 9225 6686; or email to firstname.lastname@example.org Name and Organisation: Phone: Email: Number of tickets required for the seminar @ $30 each: Payment: Cheque for $____________ enclosed payable to: PILCH Direct debit of $____________ paid to: PILCH, BSB: 06 3009 Account No: 1023 7968, Commonwealth Bank of Australia Please quote attendee’s name when making deposit. Credit Card Visa Mastercard Credit Card Holder’s Name __________________________________________ Credit Card Number __________ / __________ / __________ / __________ Expiry Date ________ / _________ Amount $____________ Note: We only accept Visa, Mastercard or Bankcard: Public Interest Law Clearing House (Vic) Inc ABN: 54 206 789 276 This document will be a tax invoice for GST when you make a payment. Please retain a copy for your records. We look forward to seeing you there.
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