Resources Archive - Page 16 of 16 - Orchestras Canada/Orchestres Canada

The How and Why of Policies

Well-understood policies and procedures are the scaffolding for sound financial management.

This webinar will address high-level stuff that may seem so obvious that it’s never stated – such as, our policy is to approve the budget before the start of the new fiscal year, and that revenues should exceed expenses. It will also pin down niggling day to day concerns such as spending authorizations and the appropriate number of signing officers.

This is the second of three webinars designed by Heather Young, Principal at Young Associates, for organizations with budgets under $400,000.

This webinar was presented on April 1, 2015. It was part of a series entitled “Tips for Small Budget Arts Organizations”, presented by Orchestras Canada, in cooperation with Choirs Ontario, Ontario Presents and Theatre Ontario, with generous funding from The Ontario Trillium Foundation and the Ontario Arts Council.

Links:

Financial Management ABCs

When you’re preparing for your board meeting, how can you tell which items on your financial statements require the most attention? In particular, are there any red flags? This webinar will discuss how to identify significant numbers and key indicators of financial health using two to three concepts each from Balance Sheet and Income Statement to illustrate.

This is the first of three webinars designed by Heather Young, Principal at Young Associates, for organizations with budgets under $400,000.

Links:

Fund Development: Working Smarter not Harder

Presentation by Cynthia Armour at the Small Budget Orchestras in Toronto, on January 10, 2015

Link: Fund Development: Working Smarter not Harder

Sample Board Handbook

Template document designed by Debra Chandler, Orchestras Canada’s Community Organizer, in support to a series of regional workshop delivered in Ontario in 2012-2013.

It is compiled from various sources and covers various aspects that can be expected in an orientation and process manual: context mandate, organizational structure, board mission and responsibilities, schedule of meetings, committees, nominating process, self-assessment process.

The handbook is provided as modifiable MS Word document.

Link: Sample Board Handbook