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Preparing annual budgets to monitor your organisation’s finances

  • Community Waikato Online Hamilton, Waikato, 3200 New Zealand (map)

Presented by Anne Douglas

This online workshop provides important financial knowledge for board members and managers of community agencies alike. Having a budget helps you know what funding you need, where it’s coming from, where it’s going, and ensure you have the correct monitoring and reporting in place does not need to be complicated. This workshop will show you what you need to know, prepare and look for.

Creating your Organisational Budget

A budget is a summary of projected costs and revenue for an organisation over a time period, usually your financial year.  “Financial year” is the period you use to calculate your budget and also determines when you file returns with IRD, when books are closed and your financial statements are audited or reviewed.

There are a range of reasons it is important to prepare an annual budget and a number of areas that need to be considered as part of the process.  These include:

·       Defining your expenses

·       Clarifying income

·       Ensuring you are being realistic

·       Creating spreadsheets

·       Gaining board approval

·       Monitoring, adjusting and amending your budget as the year progresses.


Community: $ 80

Non-Community $160

Please note payment is required prior to workshop attendance


Register now using the form below


If you have questions, please contact Sally on sally@communitywaikato.org.nz

Earlier Event: June 4
Online Funding Workshop
Later Event: August 13
Tokoroa Funding Workshop