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1 FMD ES1F FMD Pro I: The essentials of financial management (formerly Getting the financial management basics right) 5 days Non-finance managers and project officers Administrators and finance officers Project/field staff who need to prepare budget, financial reports and keep simple accounts National NGO Board members, eg Treasurer, Chairperson who support or advise national, eg consultants, donor staff, INGO project staff Senior finance staff/qualified accountants in national INGO staff in senior management roles INGO finance managers People working for Government agencies Those who have little experience of NGO financial management and wish to work in the in the future ES3 for successful Programme staff of International (ie international staff based in HQ or regional offices) Donor grants officers who advise on good practice Finance staff National NGO staff/board members (see ES1) ES4 in emergency Non-financial humanitarian personnel who are currently working, or intend to work, in an emergency situation Head Office staff with little experience of financial management challenges in the field Finance staff Those not involved in emergency response ES5 ES5F Project finance essentials Field-based project staff of (ie staff based in country programme offices) Some project staff of large national (please enquire) National NGO staff/board members (see ES1) C o u r s e S u i t a b i l i t y I n d e x u p d a t e d P a g e 1
2 3 days INGO finance staff ES6 ES6e Budgeting essentials or 5 weeks online Any programme or finance staff responsible for building project budgets who are new to budgeting in Board members involved in developing budgets Fundraisers who need to prepare budgets to go with fundraising proposals ST1 Planning for financial sustainability 3 days Senior non-finance/programme managers who have a responsibility for strategic It is recommended that a senior programme manager plus a senior finance person from the same organisation attend this course together for maximum impact. who wish to work with in the future in a who advise partner on how to build a financing strategy, eg consultants, grants officers. NGO trustees, Chair, Treasurer Staff who are not involved in strategic planning of their People working solely for Government agencies who advise local partners on financial sustainability in the future in a strategic C o u r s e S u i t a b i l i t y I n d e x u p d a t e d P a g e 2
3 ST2 ST2F ST2e ST3 Planning for financial sustainability or 6 weeks online for effective & sustainable 10 days Non-finance managers who have a responsibility for strategic Senior finance staff who advise local partners in the future in a Senior non-finance/programme managers who have a responsibility for strategic who advise local partners on financial sustainability who advise partner on financing strategies, eg consultants, grants officers. NGO trustees, Chair, Treasurer who advise, eg consultants, donor agency staff, government officers (or 3 for the elearning version of the course) Staff who are not involved in strategic planning of their People working solely for Government agencies Entry level staff People working in the commercial People working for government agencies who have no involvement with NGO trustees in the future in a strategic C o u r s e S u i t a b i l i t y I n d e x u p d a t e d P a g e 3
4 ST4 ST5 TT1 WD1 WD1F Saying no to bribery in Financial governance in practice Taking the fear out of finance training for finance trainers 4 days Keeping your donors happy NGO policy makers (eg senior managers, board members) and those responsible for implementing Staff who work in field operations or advise implementing partners Existing or new board members/trustees of national Qualified or experienced finance professionals whose work includes training others in finance Non-finance and finance staff responsible for grant management New grants officers of I Those interested in working in a grant in Those who need to train others in the topic of zero tolerance to bribery who advise, eg consultants, donor agency staff, government officers NGO Directors (and attend with their board members) consultants Donor agency staff who train partners New grants officers in intermediary grant-making agencies (eg UN agencies) Private agencies unless they are directly involved in advising Charities who are not involved in international aid work INGO Board members (please enquire) Non-finance staff People working in the commercial People working for governmental agencies C o u r s e S u i t a b i l i t y I n d e x u p d a t e d P a g e 4
5 WP1 Assessing your partners' financial health in the future INGO programme and finance staff who support local NGO partners Donor grants officers who advise Programme staff of large national who work with local implementing partners National NGO staff and board members *Language assessment scale: 1. Very basic verbal skills 2. Able to communicate verbally, very basic reading and writing ability 3. Good spoken ability, basic reading and writing ability 4. Good all-round ability/almost fluent 5. Fluent or native user C o u r s e S u i t a b i l i t y I n d e x u p d a t e d P a g e 5
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