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Mastering Budgets, Financials and Board Reporting

  • Settlement Centre 46G Boundary Road Hamilton, Waikato Region, 3214 New Zealand (map)

Presented by Anne Douglas

Strengthen your financial confidence and empower governance roles with this practical, accessible workshop designed for Board Members, Managers, and Leaders of community organisations.

Whether you’re new to financial oversight or want to sharpen your existing skills, this workshop breaks down the essentials—without the jargon—so you can understand, question, and confidently participate in your organisation’s financial decision-making.

What You’ll Learn

✔ Reading & Understanding Financial Statements
Learn how to interpret annual accounts, spot key trends, and identify potential issues early.
(Bring your latest annual accounts for hands‑on learning.)

✔ What Boards Should Be Monitoring
Discover the must‑see financial reports for each board meeting and what red flags or trends to look out for.

✔ Key Questions Every Board Member Should Ask
Build confidence to engage in financial discussions and ensure responsible governance.

✔ Budget Creation Made Simple
Understand how to build an organisational budget, including:

  • Defining realistic expenses

  • Clarifying income streams

  • Creating and using spreadsheets

  • Gaining board approval

  • Monitoring and adjusting your budget throughout the year

Why Attend?

Board Members and Managers are responsible for ensuring their organisation is financially sound, compliant, and well‑governed. This workshop gives you the tools to fulfil those responsibilities with clarity and confidence.


Community: $ 50

Non-Community $100

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

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Morrinsville Funding Workshop

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May 27

Te Kauwhata Funding Workshop