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Excel and Finance Fundamentals for Non-Profit Professionals


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Paula Coons Parent Resource Centre
March 21, 2024 9:30 am
March 21, 2024 11:30 am

Staff and volunteers from Volunteer Ottawa member organizations can access this learning opportunity for free; please contact [email protected] to process your registration.


Excel is one of the most versatile tools in the Microsoft 365 suite. It can be used to conduct planning, manage budgets, create charts, analyze usage data, and keep records. This workshop introduces learners to how to use Excel to do calculations, make charts, organize data, and track progress against goals, all the while working through essential notions of non-profit financial management.


To maximize learner engagement while keeping the session manageable for the facilitator, this workshop’s attendance has been capped at 15 learners.


Learning Objectives

Learners participating in this workshop will:

  • Be familiar with how to use Excel for calculations, charting, data organization, and tracking progress.
  • Be introduced to essential notions of non-profit financial management.
  • Be capable of operationalize those financial management notions through Excel.

Who should attend?

  • Generalist non-profit staff with financial responsibilities or curiosity about the workshop’s themes.
  • Financial managers or staff.
  • Volunteer staff working with financial tools.

How to register?

Staff and volunteers affiliated with Volunteer Ottawa member organizations can register and attend this workshop for free.

Express your interest in registering for this specific workshop by contacting [email protected]


Date and time

Thursday, March 21, 9:30 am to 11:30 am.


What to Bring

Learners will need to have Office 2016 or above installed on your own computer.  Earlier versions will work; however, they will look slightly different than what we will be using.


This session is virtual so please attend with the capability to participate on Zoom and the ability to work with the Excel program simultaneously.


About your facilitator

Paula Coons is the Finance Officer at the Parent Resource Centre.  Paula started her career in financial management in 1999 and moved to the non-profit sector in 2004 where she fell in love with her work and the difference she realized she could make in her community. Volunteer Ottawa has a special place in Paula’s heart and life. While working at Volunteer Ottawa for 14 years, she managed many programs including Education, Youth, Corporate Volunteerism and Volunteer Recruitment and Engagement.  She has developed and delivered multiple workshops with a focus on financial management, reporting and the use of technology to make work life easier.  She lives just outside of the City, loves to spend time with her family and friends, and spends her summer vacation camping and enjoying the outdoors.


Education member benefit

As part of Volunteer Ottawa’s efforts to support recovery in the not-for-profit sector, this workshop will be offered for free to VO members. There are limited slots, allocated on a first-come first-serve basis. Please contact our education program office ([email protected]) to register and redeem this benefit.


Cancellation Policy

Learn more about what to expect after registrations and cancellations here.

Contact Information

Excel and Finance Fundamentals for Non-Profit Professionals


2 in stock

SKU: excel-spring-24 Categories: ,


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