Finance Essentials

Gain a comprehensive overview of the key financial information you require to confidently perform your duties.

8 CPD points

You’ll learn to use and oversee financial information and processes – both of which are critical elements of holding an organisation to account on behalf of stakeholders. The content is focused on practical application and exercises to ensure relevance. 
(Pictured:  Zoe Griffiths, Ministry of Education; Anthony Little, Ngati Tama Ki Te Waipounamu Trust and Joanie Wilson, Ngati Koata Trust.)

Course/workshop category: Fundamental course

Duration: One day 8.30 am – 5.00 pm

Content covered

  • The Financial Reporting Act 2013 and its implications for directors
  • Accounting terms and principles for directors and key finance terminology
  • Directors’ external reporting obligations and solvency requirements
  • Financial analysis tools for interpreting performance
  • Assessing initiatives and opportunities to build organisational value
  • Recognising ‘red flags’

Who should attend?

Aspiring or new directors embarking on a governance career and senior executives who want to interact with their board more effectively, as well as more experienced directors upskilling in finance.


​Members: $850 incl GST
Non-members: $1,080 incl GST

Not a member? Join online now to receive the member rate.

A 10% discount is available if you are booking this course under the Essentials of Directorship package.


Chelsea Millar"I was hesitant going into the course, as my governance and finance experience was limited, but I was pleasantly surprised to find that most of the attendees were on the same page. The information was really easy to digest and having working examples allowed you to put your new knowledge into practice. One of the participants said they loved words, and when they saw numbers they just froze because it became foreign to them. Our coach explained how numbers tell a story you just need to know how to read that story! Bingo – everything made sense. I now feel a lot more confident when reading cash flows and balance sheets. Rather than picking out the minor operational detail in reports, I now have the knowledge to challenge what is presented at a governance level. It’s a real confidence builder."
Chelsea Millar, board member NZ Young Farmers and recent Wellington Finance Essentials course attendee

“Finance Essentials gives a good overview of interpreting accounts and what questions directors should be asking.” – testimonial from a Finance Essentials attendee

Our facilitators

Finance Essentials is presented by one of the facilitators below.

  • Nick Dangerfield BCom, FCA, CMA, MInstD

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    Nick has a Bachelor of Commerce (Accounting and Economics) from Canterbury University and is a fellow of the New Zealand Institute of Chartered Accountants as well as being a qualified cost and management accountant. Nick has had over 25 years’ experience in senior finance management positions and has also held the role of General Manager Operations. Nick also does Training for Chartered Accountant Australia and New Zealand in the areas of Finance for Non-Financial Managers and Professional Ethics. Nick has held a number of directorships and chairships in both the SME market and not-for-profit sector. He is currently Treasurer of PARS and a member of the Tauranga Te Papa Rotary Club.

  • Craig Rust NDB, NDA, CA, MInstD

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    Craig formed a business development consultancy practice Business Innovators in 2002, providing a range of advice to small to medium-sized businesses across New Zealand. Craig is a Chartered Accountant, director and chair of the board for several companies. Craig has experience in a number of sectors including manufacturing, exporting, retail and the service sector. Craig has received accolades from several businesses who have won business awards, including one being named the fastest-growing company in the Deloitte Top 50.

  • Kevin McCaffrey B Soc Sc, M Mngt, CMInstD, FCS

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    Kevin was formerly a Partner in PwC with leadership roles across the Asia Pacific region. His competencies are in Governance, Strategy and Change Management across a range of industry sectors and countries. In 2006 he completed a Master’s degree in Governance and launched his own firm Effective Governance Ltd. In 2015 EY purchased the Intellectual Property of EG where Kevin now leads the Governance practice in Oceania. He currently serves on commercial and NFP boards and guest lectures on the MBA programme at AUT University.

  • Catherine McMillan BCom (Hons), CA, DipTchng, MInstD

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    Catherine has experience in the public sector, corporate business and education, in both senior management and governance roles. She currently has her own consultancy business which focuses on professional and executive education, strategy development and business re-structuring. She has held governance roles in a variety of organisations and is currently a trustee with CORE Education Charitable Trust, Te Kōhaka o Tūhaitara Trust and Community Wellbeing North Canterbury Community Trust. In addition, she sits on the Christ’s College Board as the Christ College Old Boys Association representative.

  • Hamish Stevens MCom, MBA, CA, CMInstD

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    Hamish is an Auckland based independent director and a Chartered Member of the Institute of Directors. He is an experienced board chair and holds several board committee chair positions.  Hamish is currently chair of DTS Food Assurance Ltd, East Health Services Ltd, The Kennedy’s Ltd, and a director of Restaurant Brands Ltd, AsureQuality Ltd, Pharmaco Ltd, Counties Power Ltd, and Smart Environmental Ltd.  He is also the Independent Chair of the Waikato Regional Council Audit and Risk committee. Prior to his governance career, Hamish held senior executive positions within some of New Zealand’s largest companies, including Tip Top Ice Cream, Heinz Wattie’s, and DB Breweries. Hamish has an M.Com (Hons.) and MBA from the University of Auckland and is a member of Chartered Accountants Australia New Zealand.

  • Paul Connell CA CFInstD

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    Paul is an independent director with extensive experience as a consultant, executive and director in a variety of industries. Since 2000 he has been a director of a number of listed companies, private companies and public entities. He is presently Chair of the Accreditation Council, Director and of Unison Networks Ltd, Unison Fibre Ltd, ETEL Ltd, Hall’s Logistics Group Ltd and Telarc Ltd. He is founding Independent Chair of the Hamilton City Council Audit and Risk Committee, Chair of Unison Networks Audit and Risk and Chair of Bobux International Limited.