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Annual Financial Statements & Performance Reports

Workshop 8 - Understanding Finances Series
When
Thursday 25th September 2025 10:00am - 11:30am
Where  The Kollective, 145 Seventeenth Avenue, Tauranga View Map
Who Tracy Stockman

Monthly workshops designed to support small-medium sized local community or charitable organisations through all aspects of managing their finances.

At this workshop you will discover: :

  • The difference between Audit vs Review
  • The difference between reporting standards for Incorporated Societies & Registered Charities
  • What is a Performance Report - how to prepare for it and what does it mean
  • How to read Financial Statements
  • Preparing for the end of financial year
  • Filing Annual Returns and Financial Statements

Templates, links to useful sites/ tools and a copy of the presentation will also be provided.

We are pleased to be able to deliver this monthly series free to local community organisations thanks to funding from TECT, BayTrust and Tauranga City Council.

There are 9 workshops in the series, check out individual topics and book any that interest you.  less

Monthly workshops designed to support small-medium sized local community or charitable organisations through all aspects of... more
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Local Community Groups FREE (in-person)
Free ticket for community organisations providing services in WBOP and Tauranga areas.

Available 16 Jan 2025 - 24 Sep 2025

Local Community Groups FREE (online)
Free ticket for community organisations providing services in WBOP and Tauranga areas.

Available 27 Aug 2025 - 25 Sep 2025

Other organisations $25.00
For those not eligible for a free ticket including community organisations outside of WBOP and Tauranga, for profit organisations, central and local government. Only 2 tickets available per session, the remainder are reserved for local community groups.

Available 16 Jan 2025 - 24 Sep 2025

All prices in NZ Dollars and include GST

You can pay for this booking by: Credit/Debit Card or Internet Banking

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