FM1: Practical Financial Management for NGOs – Getting the Basics Right

This course provides a practical introduction to financial management for managers and finance officers of small to medium sized NGOs. It covers ‘the building blocks’ of financial management: keeping accounts, financial planning, internal control and financial monitoring.

The course is 5 days long and non-residential. Click here for a full outline of the objectives and content of FM1 - (Cliquez ici pour l'aperçu du cours FM1 en français).

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FM2: Strategic Financial Management for NGOs – Managing for Financial Sustainability

This course covers the more advanced aspects of financial management for NGOs. It is aimed at senior managers and those responsible for the strategic management of programmes. The workshop focuses on strategic financial management challenges, including financing strategies for sustainability, building reserves, financing core costs and managing donor relationships.

This course is 3 days long and non-residential. Click here for a full outline of the objectives and content of FM2. (Cliquez ici pour l'aperçu du cours FM2 en français).

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FM3: Financial Management for Effective Programmes: a Programme Officer's Survival Course

The purpose of this course is to build the confidence and skills of programme staff to use financial management tools to implement project activities in a cost effective, controlled and accountable way. Course content includes an introduction to the building blocks of financial management; challenges in the field; and financial monitoring. No previous financial management training or experience is required.

This is the companion course of the FM9: Assessing and Building Partners' Financial Management Capacity, for Programme Managers who implement programmes with local partner NGOs.

This course is 2 days long and non-residential. Click here for a full outline of the objectives and content of FM3.

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FM4: Introduction to Financial Management in the Field

Aimed at accountants based in the Head Offices of northern NGOs, or those who have little experience of the relief and development sector, this course helps accountants transfer their skills to the NGO environment. (This course is not suitable for Accountants working in southern NGOs.) It covers the challenges and practicalities of accounting in field-based operations, including cash accounting systems, internal control, multiple donor reporting and the impact of cultural differences.

This course is 2 days long and non-residential. Click here for a full outline of the objectives and content of FM4.

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FM5: Financial Management for Effective & Sustainable Programmes – Practical Tools and Strategies for Success *** Revised and updated for 2008! ***

This intensive two-week programme is designed for managers of small to medium-sized NGOs who are responsible for managing their organisation’s financial resources; and for programme managers in international NGOs who support field offices and/or advise local partner NGOs.

The course focuses on: accountability and effectiveness in NGOs; integrating financial management in programme management (including a practical look at the four ‘Building Blocks’ of financial management);  and managing for financial sustainability. For a copy of the full course outline click here.

This course is is fully residential (i.e. accomodation is included in the course fee) at Oriel College, Oxford . Participants may also attend on a non-residential basis.

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FM6: Financial Management for Board Members

Board members are the guardians of their NGO’s financial resources, but they are often ill-prepared for the role. This workshop provides a practical introduction to the financial management responsibilities of a board member, including how to achieve accountability and transparency, who does what, and how to read financial reports and budgets.

This course is 1 day long and non-residential. Click here for a full outline of the objectives and content of FM6.

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FM7: Accountability versus Savings Lives? Financial Management for Humanitarian Programme Staff

This course prepares non-finance staff working in humanitarian response situations in how to manage cash, accounting records and budgets to meet programme objectives and fulfil donor requirements.

This 2-day course is non-residential. Click here for a full outline of the objectives and content of FM7.

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FM8: Grant Management - How to Keep Your Donors Happy 

This 2- day course is specially designed for NGO staff who manage institutional donor grants where programmes are implemented directly or through operational partners. It includes sessions on responsibilities and routines; reporting to donors and managing key relationships. The course is suitable for both finance and non-finance staff who are new to grant management.

Click here for a full outline of the objectives and content of FM8.

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FM9: Assessing and Building Partners' Financial Management Capacity - NEW!!

The purpose of this course is to build the confidence and skills of NGO staff to assess and strengthen local partner NGOs' financial management systems and capacity. This course is designed for both finance and non-finance staff in international NGOs whose role includes supporting programmes implemented by local partner NGOs, and assessing the partners' capacity to manage project funds. Content includes using assessment checklists and tools, interpreting financial information and identifying strategies for strengthening systems.

For those with no previous financial management experience or training, it is recommended that they first attend the companion course - FM3: Financial Management for Effective Programmes: a Programme Officer's Survival Course - which takes place immediately before the FM9.

This course is 1 day long and non-residential. Click here for a full outline of the objectives and content of FM9.

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TFT1: Getting the Financial Management Message Across: A short course for Finance Trainers

This is for those who have to train others – such as field staff or partner NGOs – in how to manage finances more effectively. The course provides an opportunity to design and practice participatory style training, to make finance training more effective and even enjoyable. It requires a background in, or a good working knowledge of, finance but no previous training experience.

This course is 4 days long and non-residential. Click here for a full outline of the objectives and content of TFT1.

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AB1: Field Accounting Essentials

This workshop provides a practical introduction to keeping simple accounts for field operations. It covers: the cash accounting system, monthly routines, accounting for projects and producing and reading financial reports.

This is a 1-day course. It is currently only available as an in-house event, Click here for a full outline of the objectives and content of AB1.

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BE1: Budgeting Essentials

This workshop is for those who need to build and manage effective budgets. The day includes an overview of the financial planning process, the functions and types of budget, cost structures and practical approaches to budgeting. Practical sessions on building a project budget and cashflow forecast are also included.

This is a 1-day course. It is currently only available as an in-house event, Click here for a full outline of the objectives and content of BE1.

BE2: Budgeting for Project Proposals: How to write budgets that win funds

This 1-day course is specifically designed for NGO staff who are involved in the preparation of budgets to accompany project funding proposals. It is the perfect companion course to our Grant Management - How to Keep Your Donors Happy (FM8) course. The content includes: what a donor is looking for in a project budget, linking the budget to a project description and proposal, how to prepare a fully costed budget, and preparing a budget in donor formats. This course is suitable for both finance and non-finance staff who are new to, or wish to develop existing skills in, budgeting for proposals.  Click here for a full outline

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RB1: Reporting Essentials

This one-day workshop demystifies financial statements and helps managers to read and use internal financial reports. It looks at the Balance Sheet, Budget Monitoring Reports and analysis tools and techniques. A must for any manager who needs to make sense of figures!

This is a 1-day course. It is currently only available as an in-house event, Click here for a full outline of the objectives and content of RB1.

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