Business South is excited to offer a new and unique subsidised training series designed specifically for Otago's not-for-profit organisations. This practical, accessible “lunch and learn” series covers the essential elements of running a successful community-based organisation all while integrating Ai and maximising the use of the leading software. To attend the series, click here to register.

Accounting & Finance and Practical Tools/Applications for Not-for-Profit is the fifth session to the six part series of the Not-for-Profit ‘Organisation Essentials with AI’. This fifth session will be presented by Michael Alexander, Partner, from Findex

Objective: Support NFPs to manage their financial responsibilities effectively, leveraging practical tools and applications to streamline operations, improve compliance, and manage donor and stakeholder relationships.

Key Topics:

• Accounting essentials for NFPs
• Budgeting and financial forecasting for NFPs
• Xero best practice tips
• Managing donor and grant funding within finance systems
• Practical systems for donor and stakeholder management
• CRM tools and affordable technology options
• Streamlining financial and operational processes
• How AI can assist NFP excel in 2025.

Date: June 24th 2025
Duration:  1 hour ► 12:00 to 1:00 pm
Delivery:  Zoom

Thanks to the generous support of the Otago Community Trust, Business South is able to offer a 100% subsidy to Otago-based NFPs.*

You have two ways to attend:

🔹 Pick & Choose
Register for individual sessions that suit your interests.
$0.00 - NOT FOR PROFIT + GST * - Individual Session per attendee per session
$99.00 – Individual Session - per attendee per session

🔹 All Access Pass
Get access to all 6 sessions with one payment — and save!
$0.00 – NOT FOR PROFIT - Full Series per attendee for the series
$199.50 + GST - Full Series - per attendee for the series

Not-for-Profit organisations, clubs and charities that are eligible* will receive a 100% subsidy.*
Subsidised workshops are due to the generous support of Otago Community Trust.  *Eligibility criteria: Not-for-Profit organisations, charities, and incorporated societies are to be a registered organisation with a NZBN #, Society # or Charities #.  Please provide us with the NFP name when you register. Terms and conditions apply.