STRATEGIC FINANCIAL PLANNING FOR SUSTAINABILITY 

Identify financial gaps and risks

Translate strategic plans into actionable work plans.

18 & 19 February 2025
Holiday Inn Orchard City Centre

About the Course

This seminar is designed to provide practical insights and tools for effectively managing financial strategies, making it an invaluable opportunity for you and your team.

What You will Learn

By the end of the programme, participants will be able to:

  • Build financial strategies that align mission, vision, and long-term plans.
  • Analyze income sources, resources, reserves, and risks.
  • Translate strategic plans into actionable work plans.
  • Manage cash flow impacts and reserve sustainability.

The course is taught across 16 hours, with lectures, videos, case studies, group discussions, checklists, *invited speaker(s). For 4 or more participants from the same organisation, 1-hour post-session coaching will be provided.​

*Invited speaker(s) may be pre-recorded.

Why Attend

This upcoming workshop on Strategic Financial Planning is an excellent opportunity to equip your organisation with the tools and strategies needed to build financial strategies that align mission, vision, and long-term plans.

Course Highlights

  • Translate strategic plans into actionable work plans.
  • Manage cash flow impacts and reserve sustainability

Who Should Attend

Board members, Finance Subcommittee, Audit & Risk Subcommittee, Senior management, HODs, and Finance and Operations staff.

Finance team is required to attend this training, to be up to date with the accounting standards and this is a necessary part of the charity compliance.

Why Join

  • Comprehensive Learning Journey: Each course builds on the previous one, guiding you through strategy creation, compliance, sustainability, and impactful reporting.
  • Skill-Intensive Training: Practical examples, tools, and frameworks tailored for charities.
  • Expert-Led Programs: Facilitated by Dr. Isabel Sim, a seasoned trainer and thought leader in charity finance and governance.
  • Networking Opportunities: Engage with peers and experts to share challenges and solutions.
  • Tailored Solutions for Charities: Address governance, financial management, and compliance challenges specific to your organization

Seminar Fees & Funding

Funding is subject to eligibility.

About The Facilitator

Dr Isabel Sim

Dr Isabel Sim is the principal consultant at Integrative CSR Consulting. She was formerly Senior Research Fellow, Department of Social Work, Faculty of Arts and Social Sciences, National University of Singapore as well as Director (Projects), Centre for Social Development (Asia). She served as Head of Corporate Governance Practice, Centre for Governance, Institutions and Organisations (CGIO) and Senior Lecturer, Department of Strategy and Policy, NUS Business School from 2012 to 2014.

She obtained her PhD in finance from The University of Western Australia in 2011. She is the editor of the series Accounting and Finance Handbooks for Charities including Budgeting and Cash Flow Management, Fund Accounting for Charities, Full Cost Recovery for Charities and Cost-Effective Audit for Charities. She is also the lead author for Accounting for Good – Helping Charities Do Good Better, a project in collaboration with NUS and ISCA. Besides extensive experience in applied research in the charity sector, Dr Sim has more than 15 years of experience in teaching working adults. She has taught accounting, corporate governance, finance, and economics subjects in MBA, EMBA, and other professional programmes.

RESERVE YOUR SEAT NOW! 

Seats are limited to 20 pax per course for CCF funding.

⏰ Early Bird Offer: Save $100 per participant!
Group Discount: 15% off for groups of 4 or more!

The participant details can be conveyed to us at a later date. 

Contact Us Today
Andrea: +65 8128 4591 | Bee Wan: +65 9455 5273
Email: andrea@integrative.com.sg

Let’s work together to build sustainable and well-governed charities that inspire trust and confidence.