Advanced Certificate in Financial Management for Accounting and Financial Professionals in NGOs
Objective
To empower aspiring or newly appointed financial professionals with technical skill-sets and management insights
Course Requirements
- Applicants of the full certificate programme shall have attained either Level 2 or 3.
- Sessions 1 and 2 are available for enrolment for NGO staff at all three levels.
- Due to the course nature, Sessions 3 and 4 are not suitable for NGO staff at Level 1.
Classification of Financial Professionals (based on role and responsibility)
Level 1: Basic accounting functions: data entry, simple accounting book closing: ledger, journal entries, petty cash handling, checking accounting entries and records, procurement, etc.
Level 1: Basic accounting functions: data entry, simple accounting book closing: ledger, journal entries, petty cash handling, checking accounting entries and records, procurement, etc.
Level 2: Full set of accounting function: Accounting role up to the closing of a centre's accounting books including the preparation of financial statements and schedules for external audit and SWD compliance, participating in the preparation of the centre's budget result for comparison and investigation.
Level 3: Full financial accounting function up to the agency level: Write up books and accounts for the statutory audit and annual compliance for government departments, like SWD & EDB. To discharge the role properly, some financial management knowledge and techniques are needed to be equipped with, like break-even analysis, relevant costs for decisions and pricing decisions, etc.
All Levels 1, 2 and 3 draw reference to NGOs’ financial management environment.
Selection Criteria:
1. Preference will be given to applicants who enroll in the full certificate programme
2. Those who have completed HKCSSI’s Certificate in Accounting Practice and Financial Management for Accounting Staff in NGOs will take priority.
3. Applications from target participants who can meet the above two selection criteria will also be processed on a first come, first served basis.
2. Those who have completed HKCSSI’s Certificate in Accounting Practice and Financial Management for Accounting Staff in NGOs will take priority.
3. Applications from target participants who can meet the above two selection criteria will also be processed on a first come, first served basis.
Details
| Course Code | : | 16B-C01 to C04 |
| Date(s) | : | 8, 15, 22 & 29/11/ 2016 |
| Time | : | 27 Hours |
| Target Participants | : | Financial professionals responsible for accounting and financial operations of subvented and / or non-subvented services of NGOs |
| Fee | : | HKD 4,500.00 |
| HKD 4,150.00 (For HKCSS Agency Member Staff Only) | ||
| HKD 756.00 ("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 3,780.00 (Payment on or before 25/10/2016 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).
Mr. Leung K K 梁光健先生
Partner
Fan, Chan & Co.
Mr K K Leung has been a partner at Fan, Chan & Co. since 2001, practising CPA, HKICPA, FCCA, LLB(UK), LLB(China). He has over 20 year experience in auditing NGOs, private and public schools, church and commercial sectors. He is well versed in the prevailing accounting and auditing standards and disclosure requirements in connection with NGO's financial statements, and NGO’s specific projects. He is experienced in auditing NGOs of various sizes in Hong Kong.
|
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 .
Certificates
Certificates will be issued by the HKCSS Institute to participants upon successful completion of session(s) enrolled with 80% attendance in total.
Course Committee (2016-2017) (in alphabetical order by surname)
Ms Elsa Chan 陳凱茵女士
Executive Director
Hok Yau Club
Executive Director
Hok Yau Club
Mr Steve Lam 林志輝先生
BSc (Econ), MBA, FCMA, CPA (Aust), FCPA
Deputy Director (Finance & General Administration), Hong Kong Society for the Protection of Children
Ms Elizabeth Law MH JP 羅君美女士
FCPA (Practising) CA (Canada) ACA (England & Wales)
FCPA (Australia) CPA (Canada)
Stephen Law & Company, Certified Public Accountants
Law & Partners CPA Limited
Member of LAWCPA Network
Mr Ng Hang Sau 伍杏修先生
Chief Executive Officer
The Hong Kong Society for Rehabilitation
Mr Ronald Yam 任德煇先生
Partner
RSM Hong Kong
Course Structure
Advanced Certificate in Financial Management for Accounting and Financial Professionals in NGOs (Session 1 to 4)
Session 1: Budget Management for Specific Fund Grants and Financial Controls for NGOs
| Course Code | : | 16B-C01 |
| Date(s) | : | 8/11/2016 |
| 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 25/10/2016 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).
|
Session 2: Service Performance Management and Financial Perspective of Funds Development for NGOs
| Course Code | : | 16B-C02 |
| Date(s) | : | 15/11/2016 |
| 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 25/10/2016 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).
|
Session 3: Fund Management and Strategic Financial Management for NGOs
| 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).
|
Session 4: Disclosure of Financial Information and Public Accountability for NGOs
| Course Code | : | 16B-C04 |
| Date(s) | : | 29/11/2016 |
| Time | : | 0930 - 1700 (6 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 1,050.00 |
| HKD 970.00 (For HKCSS Agency Member Staff Only) | ||
| HKD 176.00 ("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 880.00 (Payment on or before 08/11/2016 for HKCSS Agency Member Staff Only) |
| Enquiries | : | 2876 2470 or [email protected] |
| Speaker(s) | : |
Mr. Leung K K 梁光健先生
Partner
Fan, Chan & Co.
Mr K K Leung has been a partner at Fan, Chan & Co. since 2001, practising CPA, HKICPA, FCCA, LLB(UK), LLB(China). He has over 20 year experience in auditing NGOs, private and public schools, church and commercial sectors. He is well versed in the prevailing accounting and auditing standards and disclosure requirements in connection with NGO's financial statements, and NGO’s specific projects. He is experienced in auditing NGOs of various sizes in Hong Kong.
|
