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Wellington Not-for-Profit SIG - Charity Tech Tool Kit Series

9 October

Technology continues to provide new and unique ways to manage all aspects of an organisation, including not-for-profits.
Join us for this series on using technology in charities and learn more about tools they can use to manage their finances, operations, and people.
First Session: NFP Finance Tools - 20 August 2019 (Session finished)
Daniel Hustler (Xero)
A large number of not-for-profits already use Xero to prepare financial statements. Come hear about some of the other ways Xero can be used to manage your charity’s finances including payroll, GST, and more.

Second Session: Management and Governance - 17 September 2019
Matt Kekena (Spotlight Reporting) & Sarah Doherty (NZ Navigator)
Spotlight Reporting
Spotlight Reporting tools include Dashboard, Consolidation, Forecasting and Reporting. These powerful features combine to create a complete reporting and forecasting platform for your Not-for-Profit organisations.
NZ Navigator
Technology has made it easier than ever to learn about governance, but finding the right information and understanding how to apply it can still be challenging. Learn about NZ Navigator, a tool to guide your charity towards effective governance and management developed by community organisations, for community organisations.

Third Session: Connecting with People - 9 October 2019
Richard Smith (Infoodle.com) & Sophie Harker (Collaborate)
We all would like to spend less time in administration and more time fulfilling our charitable purpose. Infoodle puts people first, with community management software including Xero integration.
Collaborate is a web app that connects people to volunteer opportunities that match their skills and interests.  Collaborate makes volunteering fast, fun and addictive.

Registration 12.15pm 
Presentation 12.30pm-1.30pm
Light lunch and networking opportunity after the presentation

Daniel Hustler

Education Specialist at Xero

Daniel Hustler is an education specialist at Xero, a globally renowned small business platform. In his role, Daniel teaches small business owners, bookkeepers, and accountants on how they can use Xero effectively and efficiently to achieve their goals. Not only is he well known for his technical expertise across the platform, but he is also known for bringing wit to his presentations and delighting his audience.

Matt Kekena

Education & Training Manager at Spotlight Reporting

Reformed accountant now leading the charge to better educate and train advisors, business owners, and not for profits to successfully use the No.1 reporting and forecasting app in the Xero ecosystem.

Sarah Doherty

Foundation Trustee of NZ Navigator Trust

Sarah Doherty has represented the Department of Internal Affairs in the NZ Navigator Governance Group from 2013 with marketing, communications and fundraising support.

Richard Smith

Owner & Developer of Infoodle.com

Richard is the owner and a developer of infoodle.com - a software solution for charities and churches that focuses on managing their donors, donations, volunteers and community. He is an IT guy - having been involved in the industry from developer to business owner for many years both in the UK and for the past 13 years in NZ. This enables him to have a wide range of experiences and exposure to many aspects of this important sector. In addition - he has a background in not-for-profits and churches at an organisational level enabling him to understand the practical needs of these types of organisations.

Sophie Harker

Business & Legal Adviser at Collaborate

Coming from a background in law and psychology, Sophie is passionate about social enterprise and getting involved in her community.  After working in a law firm in London she is now working at a large law firm in Wellington. She brings her legal knowledge and experience volunteering to her role at Collaborate.

Grant Thornton
Level 15, 215 Lambton Quay
1 CPD Hour per session
Fee for all sessions: 60$


Topic: Future Focused, Member Regional Events, People & Leadership

Sub-Topic: Building Knowledge, Business Reporting, Member Event, Sharing Knowledge, Social Event, Special Interest Group

Format: Seminar Series

Proficiency Level: Foundation

CPD: 1 hours