Target Audience
The Treasurer has an important role in an organisation. An effective treasurer contributes to a successful organisation and is essential to Community, Voluntary or Charitable Organisations fulfilling their responsibility to manage their money and other resources properly. This workshop is for anyone who is a Treasurer or may be thinking of taking up office as a Treasurer and anyone looking to appoint or recruit a treasurer.
Outline
The main areas covered will be:
- Main responsibilities and duties of a treasurer
- Characteristics of a good treasurer
- Useful skills for a treasurer
- Tips for being an effective treasurer
- Pit falls to avoid
- Basic rules of dealing with money
- How the Treasurer fits into the management committee or Board
- Accountability
The workshop will include discussions and practical examples of how to carry out the duties of a treasurer and good practice
Methodology
Delivered virtually via Zoom.
Instructor
Andrea Shupinski FCA
Andrea is a Chartered Accountant by qualification. A sole practitioner, she has been providing consultancy, accountancy and taxation services to the Charity and Not-for Profit sector for over 30 years.
Andrea has extensive financial and senior management experience with charities and not for profits as an advisor and accountant and as Chief Financial Officer. She has helped organisations to prepare for a more regulated and transparent environment and has practical experience of charity accounting principles and putting them into practice.
Andrea is a member of the Charity and Not-for Profit Committee at Chartered Accountants Ireland. She and has been a Board member for a number of charities over the years.
Outcomes
By the end of the workshop participants will:
- Understand what a Treasurer does
- Have an understanding of best practice when carrying out the duties of a treasurer
- Understand the tasks that fall to the treasurer to be done
- Be able to prepare a financial report to the management committee
- Understand internal controls, segregation of duties and good financial management mean and their importance
- Understand the Dos and Don’t of being a Treasurer
Carmichael’s Spring/Summer 2025 Scheduled Training Programme is kindly sponsored by BoardEffect.
BoardEffect is part of Diligent, the leader in modern governance. BoardEffect delivers an agile board management solution optimised for governance leaders of nonprofits, higher education institutions, community healthcare organisations, and credit unions with the right tools, analytics, and insights to drive more efficient, transparent, and secure governance.
Fees
| €80 | Nonprofit Organisation |
| €70 | Carmichael Resident Organisation |
| €90 | Statutory Organisation |
| €90 | Nonprofit Organisation |