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Session 3: Fund Management and Strategic Financial Management for NGOs

Content

  • An Overview of NGO’s Fund Management
         - To review the existing investment vehicles and constraints in NGOs
         - To explore alternative investment opportunities for better fund management
         - To write up effective investment strategies, policy and guidelines for NGOs
  • Strategic Financial Management Roles and Requirements in NGOs
         - To build the strength and competency of financial and accounting team through leadership and management skills
         - To integrate and interface with services on how to create a better strategic financial management function in NGOs
         - To master good practices on the roles and requirements of financial professionals in NGOs

  • Pre-training survey:
    Upon confirmation of enrolment, participants are invited to send their daily problematic areas or issues of handling their accounting/financial job for peer learning during the class.

    Details

    Course Code : 16B-C03
    Date(s) : 22/11/2016
    Time : 0930 - 1800 (7 Hours)
    Venue : Duke of Windsor Social Service Building, 15 Hennessy Road, Wanchai, HK
    Target Participants : Financial professionals responsible for accounting and financial operations of subvented and / or non-subvented services of NGOs
    Class Size : 30
    Language : Cantonese (supplemented with English)
    Fee : HKD 1,230.00
        HKD 1,130.00 (For HKCSS Agency Member Staff Only)
        HKD 206.00 ("Small NGO Talent Development Subsidy Programme"- the highest subsidy amount is 80% of the course fee. Please refer to “Financial Assistance”.)
    Early Bird Fee : HKD 1,030.00 (Payment on or before 01/11/2016 for HKCSS Agency Member Staff Only)
    Enquiries : 2876 2470 or [email protected]
    Speaker(s) :
    Mr. LAM Steve 林志輝先生
    BSc (Econ), MBA, FCMA, CPA (Aust), FCPA
    Financial Management Consultant
    Mr. Steve Lam was previously the Deputy Director (Finance & General Administration) of a local NGO. With his experiences in the financial profession of over 30 years and in the social service organisations, he can provide insights to NGO staff in topics relating to financial management. Prior to joining NGO sector, he had rich experiences in financial and management accounting, financial management and taxation in the commercial sector. Steve is also an experienced trainer in many similar training courses for social work professionals and is a popular speaker in many NGO seminars with topics in relation to financial management. He is now an Honorary Lecturer in the Department of Social Work and Social Administration of the Hong Kong University and currently holds the qualifications of Certified Public Accountant, Chartered Management Accountant and Certified Practising Accountant (Australia).

    Remarks

    Quota is set for each course in "Small NGO Talent Development Subsidy Programme". All applications are subject to approval. For details, please click HERE .

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