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VO Workshop: How to Prepare for your Annual Audit

November 16, 2021, 1:00 - 4:00 PM

Preparing_for_Annual_Audit.jpgAudits are a good thing. Your annual audit is a critical tool to ensure that your financial procedures are in order and your financial systems are strong. There is a lot you can do to prepare for your audit, to ensure it goes smoothly and quickly. This will save you money and establish a healthy relationship with your auditor, who can become a valuable ally to help develop strong financial controls and reporting, which can improve the confidence of your board and your funders moving forward.

Learning objectives

  • Understand which organizations need to have their books audited
  • Know what statements you need to prepare
  • Know what documentation to prepare, and how to prepare it to ensure a smooth audit
  • Internal controls you can use to improve your organization’s financial practices

Who should attend

Everyone who is involved with organizational finances, which could include anyone on the board, as well as Bookkeeper, Office Coordinator, Program Managers, or Executive Director.

About your Instructor

Annik Blanchard, CPA, CA, is a Partner in BDO Canada with over 18 years of professional experience providing assurance services to not-for-profit and public sector organizations.

Annik is actively involved in the community as a member of the Audit Committee for the Ottawa Carleton District School Board, an Audit and Finance Committee member for the Girl Guides of Canada and is a Board member for Embrun Watch.  In addition, she volunteers through the CPA Canada financial literacy program for elementary and intermediate school students.  Annik was named as a 2018 Forty Under 40 recipient (Ottawa).


Info:

Please contact Monja De Luca, Education Officer, education@volunteerottawa.ca


Cancellation policy: 

An email confirming this registration will be sent to the primary email address for your member account, or the email address on this form if you are a non-member. Your registration is transferrable to anyone else within your organization. The following workshop registrations are non-refundable: (a) purchased at a discounted rate, (b) purchased using a voucher, or (c) cancellation received less than five (5) business days prior to the event. Any other cancellation is refundable, subject to a $10.00 administration fee.

Online, via Zoom Meeting

You can access Zoom Meeting on any device.

To access Zoom on a computer, click the meeting-specific URL you will receive from the meeting or course organizer. Zoom will automatically install the necessary software on your computer.

To access Zoom on a phone or tablet, visit the relevant App store and search for Zoom. Download Zoom Cloud Meeting. About 5 mins before your meeting or course, open the app, click Join Meeting, and enter in the meeting number you will receive from the organizer.

You can access meeting audio through your device or over the phone. To access by phone, use any one of the following phone numbers:

        +1 647 374 4685 Canada
        +1 647 558 0588 Canada
        +1 778 907 2071 Canada
        +1 204 515 1268 Canada
        +1 438 809 7799 Canada
        +1 587 328 1099 Canada
        855 703 8985 Canada Toll-free

Enter in the meeting number, followed by the pound key. After that, you will be prompted for a participant number. Simply enter the pound key.

If you have any questions, contact your meeting or workshop organizer.

Contact Information

Registration

15 space(s) left
Member $90.00Register now15 left
This registration type is restricted to members.
Non-member $145.00Register now15 left