Date:

6, 13, 20, 27 August & 3 September 2013 (Tuesdays)

Time:

Sessions 1, 2, 4& 5: 0930 – 1700 (6 hours each session)
Sessions 3: 0930 – 1230 (3 hours)

Venue:

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

Medium:

Cantonese (supplemented with English), course material in English

Class size:

30

Early Bird Deadline:  Full Certificate: 16 July 2013 (Tuesday)
Individual session: Three weeks before the session commences

* Preference will be given to applicants who enroll in full certificate course.

Enrolment Form:

Download HERE

Session

Topics/ Contents

1
6 August

0930-1700

Essential Accounting Knowledge for Service Managers/Supervisors   

• Introduction to financial management function, control and processing the environments of NGOs and service units – mainly highlighted on the relationship of service units with Agency
• Reading, understanding, interpreting and analyzing service unit’s financial statements
• Assessing service unit’s financial performance from financial control aspect – this gives more focus on the monitoring of result and assessing the performance from the service units’ perspective
• Budget planning, preparation, monitoring and control of operations

2
13 August

Advanced Accounting Knowledge for NGO Accounting Staff

• Regulatory framework of financial reporting and accounting standards relating to NGOs
• Periodic measurement of financial statements for subvented and non-subvented services and reporting in NGOs
• Mastering practical skills and applications for SWD’s financial reports and requirements
  

3
20 August

0930-1230

Financial Planning & Strategy 

• Financial projection in NGO’s environment
• NGO’s policy and strategic planning in finance management
• The financial role of service managers/ supervisors in supporting policy implementation and policy improvement

4
27 August

0930-1700

Cost Monitoring and Control for Service Operations

• An essential cost accounting knowledge and its usage in subvented and self-finance services
• Cost allocations and measurements for determining different service costs
• Mastering break-even analysis and it’s applications for daily operations
• Contemporary financial decision-making and pricing decision for different services and operations

5

3 September

0930-1700

Internal Control

• Importance and fundamentals of internal control
• Deciding control objectives and areas for investigation
• How to read and master the guidelines given in Lump Sum Grant Manual by SWD
• Developing/ Improving control guidelines and procedures in NGO internal control system to safeguard organizational assets
• Internal control reports for management review and action
• Monitoring of risk management activities

Mr Steve Lam 林志輝先生(Sessions 1, 2, 3 & 4)
BSc(Econ), MBA, FCMA, CPA (Aust), FCPA
Deputy Director (Finance & General Administration)
Hong Kong Society for the Protection of Children (HKSPC)

Mr Steve Lam is responsible for the areas of Agency’s finance, accounting, general administration and information technology. He has fruitful experiences in dealing with practical financial issues of social service organizations. With his experiences in the financial profession of over 25 years and in the social welfare sector, he is able to provide insights to the NGO staff in topics relating to financial management. Prior to his joining HKSPC, he was the Finance Manager of a NGO and has already had well experience in financial and management accounting, financial management and taxation in commercial sector. He is also an experienced instructor in many similar training courses/workshops for social work professionals.  Steve is a popular speaker in many NGO seminars with topics relating to financial management. He currently holds the qualifications of Certified Public Accountant, Chartered Management Accountant and Certified Practicing Accountant (Australia).

Ms Ivy Chan陳小慧女士(Sessions 5)
BSc(Econ & Accountancy), HKICPA
Scout Executive (Finance)
Scout Association of Hong Kong

Ms Ivy Chan is responsible to lead a team of accounting staff in managing the financial operation of the Scout Association, responsible for the development and implementation of accounting / financial management system. She possesses over 10 years of practical experiences in dealing with financial issues of NGO.  Prior to her working for the NGO, she had over 8 years of accounting experiences in the business sector.  She worked as consultant in the business field, to perform feasibility studies and financial monitoring of the business in Guangzhou.