Workshop on Financial Management & 
Social Accountability 

The Workshop on Financial Management and Social Accountability for Non-Profit Organizations (NPOs) is held annually at Visthar, Bangalore. Over the last 12 years, this programme has been well-received among NPOs and charitable organisations in India.

Objectives of the workshop

• To enable participants to understand and learn concepts and tools of financial management and evolve systems for financial planning, monitoring and evaluation.
• To create awareness of the latest provisions of taxation laws (Income Tax, GST etc.,) and FCRA as applicable to NPOs.
• To strengthen skills and confidence in integrating finance and operations effectively.
• To create awareness of social accountability and internal control mechanisms.

Who will attend?

Finance and programme administrators and executives of NPOs and charitable organizations in India.

Facilitators

Practicing chartered accountants, cost and management accountants and programme directors with vast experience in NPOs.

Programme schedule

Day 1: Overview of financial management and governance, crucial issues in managing finance, SWOT analysis, integrating financial management with programme management.
Day 2: Financial planning and budgeting, approaches to budgeting, cash flow forecast, gender budgeting.
Day 3: Accounting systems, fund accounting, legal treatment of project grants, accounting standards as applicable to NPOs, analysis of financial statements and disclosures and financial health check.
Day 4: Social accountability, social audit, and internal control systems and mechanisms.
Day 5: Taxation (Direct and indirect), FCRA, 2010, case studies and open forum on legal matters.

Topics along with practical implications

• Salient features of GST Act.
• Understanding CSR under the new provisions of company law.
• Recent changes in FCRA law and practical issues in FCRA and rules thereon.
• Update on tax laws.

Methodology

The methodology includes lecture sessions, individual and group exercises and discussions, role plays, case studies, and practical problem-solving activities.

The workshop is conducted annually for non-profit organisations. For details, please write to [email protected] or call +91 80-28465294/95.

New topics that may be covered 

• New policy approach of government towards NPOs and charitable organizations. 
• Understanding CSR under the new provisions of the company law. 
• Applicability of Income Tax and Goods and Services Tax on NPOs. 
• Can business activity affect charitable status? 
• Practical issues in FCRA and rules and renewal of registration. 

The course fee is Rs.9000/- (rupees nine thousand only). This covers course fees, materials, boarding and lodging expenses. For non-residential participants, the fee is Rs. 5000/- (rupees five thousand only).  

Interested candidates may fill in the registration form online or take a printout and mail it to us with a DD/cheque drawn in favour of Visthar Trust payable at Bangalore. 

For online payments, please contact Ms Christina (mobile: 9902732066/email: [email protected]). 

The last date for receipt of the registration form is 25 September 2023.