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Financial Literacy: Cutting Through the Numbers

Date: 01 February 2017 at 02:00 pm Presenter: Alan Sweeney and Neil Morgan Run time: 60 minutes Location: Online Live Tickets: $55 – $500 (in AUD) Materials Price: $0 (in AUD)

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Audio and video recordings, slide decks and webinar books for the webinar. The webinar book is a tool designed to ensure your learnings last. It includes the session’s transcript with corresponding slides, the live chat stream and presenter notes.


Have you or your organisation ever struggled to understand the myriad numbers in front of you?

Essential to good accounting and general financial practice is interpreting the results, but it can be overwhelming when there are so many figures meaning so many different things.

In this 60-minute webinar, with information tailored to a not-for-profit audience, CPA Australia, in conjunction with Visual Finance, will help you and your organisation to have a better understanding of:

  • income statements, balance sheets and how they interact;
  • the difference between cash and profit; and
  • how to use ratios.

Financial literacy is essential for not-for-profit directors to ensure their organisation is operating and helping others as efficiently as possible. This webinar will give not-for-profit directors seven tools to cut through the numbers, they are:

  • spotting assumptions
  • income and expenditure
  • revenue recognition
  • balance sheet
  • cash flow
  • power of ratios
  • benchmarking.

This webinar will draw on the following information sources:

This webinar is presented as part of the Mentor the Treasurer program which is created and managed in conjunction with CPA Australia.

For further assistance with your not-for-profit organisation’s finances, sign up as a mentee here to get connected with a CPA Australia certified volunteer.

*Please note: This event is happening at 2pm AEDT


Alan Sweeney and Neil Morgan

Alan Sweeney and Neil Morgan

Neil Morgan FCPA has a broad range of experience gathered from 12 years working in the private sector and a further 15 years working for the Victorian Government. During this time Neil has also been able to contribute to the oversight of not-for-profit organisations having spent many years volunteering for church leadership and finance committees and more recently joining a non-government school Board. Over this time Neil has worked in a range of finance related and management activities including auditing, corporate planning, accounting, management reporting, board reporting, business case review, capital reporting, project management, regulatory reduction and staff management. In addition, Neil has three years recent experience as a Board Director, Chair and as a member of Board Finance, Remuneration and Policy sub-committees. This breadth of experience enables Neil to draw on a vast array of knowledge and offer perspectives on a wide variety of issues. In addition, Neil is a member of CPA's Public Sector and Not for Profit committee.  

Alan Sweeney helps accountants to communicate numbers using visuals and data story telling. In 2006 Alan trained as an accountant in Ireland’s largest company, CRH. He has since worked across commercial and non-profit sectors. Since moving to Australia in 2009, Alan has found three new loves: Excel, data visualisation and stand-up comedy.  Through stand-up, Alan learned the craft of communication and began training accountants to present, running an in-house professional development programme at Asahi Beverages (Schweppes). Alan is the principal at Visual Finance, founded 2016. He says "an accountant’s job is to analyse and communicate the numbers, but no one teaches them the communication part. My goal is to change that."
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