Course Code:

09B-C01 - C05

Date:

2, 9, 16, 23 September & 7 October 2009 (Wednesdays)

Time:

09:30 – 17:00 (6 hours/Workshop)

Venue:

Duke of Windsor Social Service Building, 15 Hennessy Road, Wanchai, Hong Kong

Class Size:

30

Medium:

Cantonese (Course Materials in English)

Fees:

$770 (HKCSS Agency Member Staff: $700; Enrollment received on/before 19 August 2009: $630. To enroll for “Certificate” course, 5% discount on total courses chosen can be applied.) Please indicate your choice of “Certificate” and course codes on the application form.

Early Bird Date:

19 August 2009 or Two weeks before individual workshop commence. (applies only to HKCSS Agency members)

Enquiries:

Pleasse contact HKCSS Institute at 2876 2470 or email to [email protected]

NGOs Accounting Staff

To provide participants with practical skills of how to master some contemporary managerial accounting topics and to manage and control management systems in their workplace.

1. Management and accounting information for planning and control
2. Break-even analysis
3. Budgeting planning, process and budgetary control in NGO
4. Divisional performance evaluation through budgeting and key performance indicators
5. Implementation of management control systems in NGO

To provide an essential financial and management accounting knowledge for participants who involve in preparing financial statements as well as discharging their roles properly in their workplace.

1. Regulatory framework of financial reporting and accounting standards relating to NGO
2. Periodic measurement of financial statements and reporting in NGO
3. Mastering practical skills and applications for SWD’s Annual Financial Report
4. Cost information and determination for financial control

To provide participants with an overview of the financial accounting principles and applications, and to demonstrate an overall picture on how to read and obtain valuable data from an NGO’s financial report. Meanwhile, participants are able to grasp basic corporate financial principles and methodologies, and managerial accounting topics for their daily operations.

1. Regulatory framework of financial reporting and basic financial accounting principles and applications
2. Structure of financial statements: income statement, balance sheet and cash flow statement
3. Financial analysis: interpretation and analyzing financial statements
4. Fundamental corporate finance principles and applications
5. Budgetary planning and control: master, operation, capital and cash budgeting
6. Break-even analysis
7. Divisional performance evaluation through budgeting and key performance

To provide the practical skills and knowledge for participants who want to master the importance of internal control and enterprise risk management excellence and to develop and implement such policies and procedures in their organisations. It will focus on relevant topics and the environment in NGO and use SWD’s Lump Sum Grant Manual for illustration.

1. Driving forces in contributing an excellent corporate governance
2. The value and function of Internal audit (IA) and internal control (IC) in NGO
3. Setting up and managing an IA or IC function in NGO
4. IC - general methodology and work approach
5. The role of IA or IC in Enterprise Risk Management (ERM)
6. ERM framework, methodology, and common language to be used
7. Implementing ERM in practice

To provide an essential knowledge for participants to understand the importance of financial planning and control and formulate appropriate financial decision-makings in their workplace.

1. Financial planning and control framework
2. Financial strategy
3. Financial controls in NGO sector
4. Financial decision-making: principles and methodologies
5. Risk and uncertainty in decision-making
6. Costs and benefits for decisions
7. Pricing decisions in NGO sector

Ms Susan Lui (Workshop 1)
Head, Finance Department
HKSKH Welfare Council

Ms Lui is a member of CPA Australia and committee member of its Public Sector Committee.  She has over 10 years of senior accounting experience in NGOs and the Public Sector.

Mr Steve Lam (Workshops 2-5)
Bsc(Econ), MBA, FCMA, CPA(Aust), FCPA
Deputy Director – Finance & General Administration                                    

Hong Kong Society for the Protection of Children (HKSPC)

Having fruitful experiences in handling financial issues from perspective of service centers and organization, Mr Lam is an experienced instructor in many similar training courses/workshops for social work professionals. With background in both commercial and NGOs, Mr Lam can provide insights to share with participants. He is currently Deputy Director - Finance & General Administration of Hong Kong Society for the Protection of Children and has over 25 years of experience in financial management both in commercial and NGO sectors. He currently holds the qualifications of Certified Public Accountant, Chartered Management Accountant and Certified Practicing Accountant (Australia).

Ms Annie Wong (Workshop 3) 黃雁玲女士
Finance and Administration Manager
Baptist Oi Kwan Social Service

Ms Esther Lee (Workshop 4)
BA (Hons), MSc, CPA
Finance & Management Systems Manager
Hong Kong Society for the Protection of Children

Ms Bernice Chan (Workshop 5) 曾麗萍女士
Head of Accounts
Hong Chi Association

Ms Chan is a member of CPA Australia, and committee member of the Public Sector Committee. She has over 10 years of senior accounting experience in NGOs and the Public Sector.