Course Detail(BODFS_AC : Financial Stewardship for Charities (Mandarin Version))

BODFS_AC : Financial Stewardship for Charities (Mandarin Version) NEW

20.00 CPE Hours (Others)
Online

Programme Outline

慈善机构财务管理课程Financial Stewardship for Charities是由慈善理事会与慈善总监办公室(COC推出的GovernWell : 卓越慈善领导力计划旗下培训项目之一。程旨在提升非组织NPO)董事及领导层财务管理与治理能力,助他在机构治理中发挥极的财务监督作用。

课程采用100% 线上学习模式,通Boardflix平台提供 9个电子学习模块(总学习时数为20小时):

  • 模块一:阅读与理解非利组织财务报表
  • 模块二:财务治理
  • 模块三:财务规划与算编制
  • 模块四:财务报告与合规管理
  • 模块五:反洗钱与打恐怖主义融资
  • 模块六:筹款与资助金管理
  • 模块七:投资与资产管理
  • 模块八:金融科技与数据治理
  • 模块九:财务领导力

*本课程所有内容均以华语(普通话)授课。 

课程目标: 本课程旨在赋能学掌握非组织财务管理所需的关技能,包括有效配置源、制定策略性财务规划、制与财务预测,以及管理金流,从而提升机构的财务管理水平。同程也将探组织财务管理方面所面的常,并分享实务经验与应对策略。 

更多详情请阅课《慈善机构财务管理课程》(Financial Stewardship for Charities)

*注: 本课程将申请纳慈善机构能力发展基金(Charities Capability Fund, CCF)培训资。资适用于由所属机构提名及报名参加本程的学,并须符合相关申请资格。相关资助条件

以个人名义报名且未机构助的申,以及团体配套报名(Group Packages),均不符合 CCF 培训资助资格。

 

Intended For

适合

慈善机构高管理人C-Suite)、管理团队财务团队

Competency Mapping

Others = 20.00 Hours

Schedule & Fees

Fee (inclusive of GST)


SGD pricing -

For Members: 872.00
For Non-Members: 1,090.00


Programme Facilitator(s)

Adeline Kee
Kelly Lee
Lim Shir Li
Martin Lim
Sovann Giang
Tan Wei Ling
Uthaya Ponnusamy
Valerie Lim
Yoong Ee Chuan

Testimonial

Funding

1] NTUC Union Training Assistance Programme (UTAP)

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.

*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.

This course is approved for UTAP support for intakes conducted between 28 May 2025 – 31 March 2027.

As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.

Programme Facilitator(s)


Instructor Image

Adeline is a Fellow Chartered Accountant (Singapore) with close to 40 years of leadership experience across Finance, Risk Management, Technology, HR, and Governance. She has worked with multinational corporations, Singapore-based enterprises, and the social sector, including NTUC Enterprise and the Singapore National Co-operative Federation.

She currently serves on the Charity Accounting Committee and Investigation & Disciplinary Panel at The Institute of Singapore Chartered Accountants (ISCA), and brings deep insight into board-level responsibilities, financial stewardship, and compliance. A Results Trained Coach with the NeuroLeadership Institute, Adeline is passionate about empowering boards to lead with clarity, accountability, and purpose.


Kelly Lee, Partner, Assurance

Kelly Lee, RSM Partner

Kelly is a member of the Firm’s Not-for-Profit Practice, which is dedicated to serving the needs of charities and not-for-profit organisations. She assists with assurance assignments that include large charities and IPCs across diverse sectors with primary activities related to health, social services and education.

Kelly currently serves as an Audit Committee member of an NPO in the healthcare sector. Her portfolio also includes commodities, manufacturing companies and public-listed companies in the retail industry.

Kelly is also part of the Firm’s technology team where she works closely with the data science department to explore the possibility of using data science to replace traditional assurance work procedures.

A truly “home-grown” talent, Kelly joined the Firm as an audit assistant in 2008 and rose to her current role as a partner. 


Instructor Image

Lim Shir Li, RSM Manager


Instructor Image

Martin Lim
Founder/ Director, Ingenique Solutions Pte Ltd
 
Martin is the founder and director of Ingenique Solutions. He is the person behind the product development of all products by Ingenique. Prior to joining Ingenique, Martin has more than 15 years in the IT industry covering both technical and business development responsibilities.  With Ingenique, he frequently engages with small and medium-sized professional firms to assist them in implementing AML/CFT policies, procedures and controls, and to prepare for regulatory inspections and reviews.  Through his experience with the customers, he is able to develop solutions for them to effectively implement their AML processes.
 


Mr Sovann Giang, CA Singapore, CPA Canada 

Sovann is Senior Director at RSM’s Business Advisory division and heads the Board Leadership Advisory team. He advises and conducts training for boards on effective board oversight, corporate governance, SGX Listing Rules, sustainability reporting, charity regulations, risk management, family business architecture, governance, relations and succession planning.


As head of non-profit sector, Sovann has assisted many charities and IPCs in improving their governance practices. His works include advising on corporate structure, constitutional documents, board and committee roles and structure, risk governance and internal control. Sovann also works with Chartered Secretary Institute of Singapore, with support from the Charity Council, to deliver risk management workshop for charities.
Sovann has many years of experience serving as both executive director and independent director of listed companies. He is currently an independent director on board of 2 SGX listed companies and his board responsibilities including serving as independent chairman, lead independent director, chairman of audit & risk committee, chairman of remuneration committee, & member of nominating committee. He is also chairman of audit committee & member of risk oversight committee of a bank.


He was Executive Director of the Singapore Institute of Directors & had served on the Organizing Committee of the Singapore Corporate Awards and co-managed the Best Managed Board Award for Singapore listed companies. Sovann has written many articles on the subject of corporate governance, internal control and risk management


Tan Wei Ling, Partner, Assurance

Ms. Tan Wei Ling, RSM Partner

Wei Ling is a partner of the Firm, specialising in serving not-for-profit organisations.

She has also provided audit and assurance services to a diverse clientele including public-listed companies and multinational corporations in the industrial manufacturing sector, real estate and construction, healthcare, and general trading and service industries. In addition, Wei Ling also conducts internal and external training on financial reporting matters.  

Prior to joining the Firm - Wei Ling had more than 10 years of audit experience with PwC Singapore, and also worked for ACRA, Singapore’s accounting regulatory body.


Ms. Uthaya Ponnusamy, RSM Partner & Industry Lead - Not-for-Profit Practice 

Uthaya leads RSM's Not-for-Profit Practice. She has significant audit experience, including time spent at Big 4 firms in Singapore and New York where her portfolio of clients included public-listed companies and multinationals in sectors such as retail, consumer products, aviation leasing, shipping, real estate and industrial products, as well as not-for-profits organisations (NPOs).

She helps clients in due diligence and reporting accountant assignments for initial public offerings on the Singapore Exchange. In her current role with the Firm, she also conducts external and internal technical seminars.

Uthaya is a member of the Audit Committee of the Singapore Indian Development Association.

Prior to joining the Firm, Uthaya was Chief Financial Officer at a public-listed company in Singapore.
 


Valerie Lim

Valerie Lim, RSM Associate Director

Valerie has more than 20 years of audit experience in both the private and public sectors (e.g. statutory boards and social enterprises), specialising in the audit of financial statements, internal audit, operations audit, Control Self-Assessment (CSA), and Sarbanes-Oxley. Her expertise in procurement operations adds value to her audit experience, as it has provided her with exposure to various aspects of business operations, enhanced her business acumen, and deepened her understanding of processes.

Prior to joining RSM, Valerie led procurement operations and worked as an in-house internal auditor at the National Environment Agency, Verigy Limited, PricewaterhouseCoopers, Deloitte & Touche, and BDO International. Her regional experience includes China, Hong Kong, Japan, Taiwan, and the USA.

Since joining RSM, Valerie has been involved in internal audit projects for social enterprises, companies receiving grants from the government, and statutory boards. These projects have covered processes such as Procurement to Payment, Facilities Management, Contract Management, Operational KPIs, Budgetary and Cash Flow Management, Revenue, Tenancy Management, Business Continuity Planning, HR & Payroll, PDPA, Cash Management, and Leasing Operations.


 
Yoong Ee-Chuan
Founder and Managing Director
RxE Integrity Advisory
 
Yoong Ee-Chuan is the founder and Managing Director of RXE Integrity Advisory, a consultancy specializing in governance, risk management, and compliance. He leads a team committed to helping organizations implement effective systems to ensure transparency, integrity, and strong governance.
 
With extensive experience in accounting, audit, and IT security, Ee-Chuan drives initiatives in fraud risk management, internal audit, IT security, governance, and cybersecurity. He has extensive exposure to non-profit board roles, having served as Audit Committee Chairperson, Treasurer, and Board Member. He previously served as the Head of Internal Audit at an institution of higher learning, overseeing operational, compliance, and IT audits. He has also led data analytics and forensic investigations and supported training in procurement audits, fraud risk management, and internal controls. As an Agency Chief Information Security Officer, he spearheaded enterprise-wide IT Security, Governance, and Cybersecurity initiatives.
 
Ee-Chuan is a Fellow Chartered Accountant (FCA) with ISCA and holds multiple certifications, including Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified Internal Auditor (CIA), ISCA Financial Forensics Professional (ISCA(FFP)), Certified Fraud Examiner (CFE), ASEAN CPA. He is also an active trainer with ISCA, delivering Continuing Professional Development (CPD) courses for its members.

Programme Outline

慈善机构财务管理课程Financial Stewardship for Charities是由慈善理事会与慈善总监办公室(COC推出的GovernWell : 卓越慈善领导力计划旗下培训项目之一。程旨在提升非组织NPO)董事及领导层财务管理与治理能力,助他在机构治理中发挥极的财务监督作用。

课程采用100% 线上学习模式,通Boardflix平台提供 9个电子学习模块(总学习时数为20小时):

  • 模块一:阅读与理解非利组织财务报表
  • 模块二:财务治理
  • 模块三:财务规划与算编制
  • 模块四:财务报告与合规管理
  • 模块五:反洗钱与打恐怖主义融资
  • 模块六:筹款与资助金管理
  • 模块七:投资与资产管理
  • 模块八:金融科技与数据治理
  • 模块九:财务领导力

*本课程所有内容均以华语(普通话)授课。 

课程目标: 本课程旨在赋能学掌握非组织财务管理所需的关技能,包括有效配置源、制定策略性财务规划、制与财务预测,以及管理金流,从而提升机构的财务管理水平。同程也将探组织财务管理方面所面的常,并分享实务经验与应对策略。 

更多详情请阅课《慈善机构财务管理课程》(Financial Stewardship for Charities)

*注: 本课程将申请纳慈善机构能力发展基金(Charities Capability Fund, CCF)培训资。资适用于由所属机构提名及报名参加本程的学,并须符合相关申请资格。相关资助条件

以个人名义报名且未机构助的申,以及团体配套报名(Group Packages),均不符合 CCF 培训资助资格。

 

Intended For

适合

慈善机构高管理人C-Suite)、管理团队财务团队

Competency Mapping

Others = 20.00 Hours

Programme Facilitator(s)

Instructor Image

Adeline is a Fellow Chartered Accountant (Singapore) with close to 40 years of leadership experience across Finance, Risk Management, Technology, HR, and Governance. She has worked with multinational corporations, Singapore-based enterprises, and the social sector, including NTUC Enterprise and the Singapore National Co-operative Federation.

She currently serves on the Charity Accounting Committee and Investigation & Disciplinary Panel at The Institute of Singapore Chartered Accountants (ISCA), and brings deep insight into board-level responsibilities, financial stewardship, and compliance. A Results Trained Coach with the NeuroLeadership Institute, Adeline is passionate about empowering boards to lead with clarity, accountability, and purpose.

Kelly Lee, Partner, Assurance

Kelly Lee, RSM Partner

Kelly is a member of the Firm’s Not-for-Profit Practice, which is dedicated to serving the needs of charities and not-for-profit organisations. She assists with assurance assignments that include large charities and IPCs across diverse sectors with primary activities related to health, social services and education.

Kelly currently serves as an Audit Committee member of an NPO in the healthcare sector. Her portfolio also includes commodities, manufacturing companies and public-listed companies in the retail industry.

Kelly is also part of the Firm’s technology team where she works closely with the data science department to explore the possibility of using data science to replace traditional assurance work procedures.

A truly “home-grown” talent, Kelly joined the Firm as an audit assistant in 2008 and rose to her current role as a partner. 

Instructor Image

Lim Shir Li, RSM Manager

Instructor Image

Martin Lim
Founder/ Director, Ingenique Solutions Pte Ltd
 
Martin is the founder and director of Ingenique Solutions. He is the person behind the product development of all products by Ingenique. Prior to joining Ingenique, Martin has more than 15 years in the IT industry covering both technical and business development responsibilities.  With Ingenique, he frequently engages with small and medium-sized professional firms to assist them in implementing AML/CFT policies, procedures and controls, and to prepare for regulatory inspections and reviews.  Through his experience with the customers, he is able to develop solutions for them to effectively implement their AML processes.
 

Mr Sovann Giang, CA Singapore, CPA Canada 

Sovann is Senior Director at RSM’s Business Advisory division and heads the Board Leadership Advisory team. He advises and conducts training for boards on effective board oversight, corporate governance, SGX Listing Rules, sustainability reporting, charity regulations, risk management, family business architecture, governance, relations and succession planning.


As head of non-profit sector, Sovann has assisted many charities and IPCs in improving their governance practices. His works include advising on corporate structure, constitutional documents, board and committee roles and structure, risk governance and internal control. Sovann also works with Chartered Secretary Institute of Singapore, with support from the Charity Council, to deliver risk management workshop for charities.
Sovann has many years of experience serving as both executive director and independent director of listed companies. He is currently an independent director on board of 2 SGX listed companies and his board responsibilities including serving as independent chairman, lead independent director, chairman of audit & risk committee, chairman of remuneration committee, & member of nominating committee. He is also chairman of audit committee & member of risk oversight committee of a bank.


He was Executive Director of the Singapore Institute of Directors & had served on the Organizing Committee of the Singapore Corporate Awards and co-managed the Best Managed Board Award for Singapore listed companies. Sovann has written many articles on the subject of corporate governance, internal control and risk management

Tan Wei Ling, Partner, Assurance

Ms. Tan Wei Ling, RSM Partner

Wei Ling is a partner of the Firm, specialising in serving not-for-profit organisations.

She has also provided audit and assurance services to a diverse clientele including public-listed companies and multinational corporations in the industrial manufacturing sector, real estate and construction, healthcare, and general trading and service industries. In addition, Wei Ling also conducts internal and external training on financial reporting matters.  

Prior to joining the Firm - Wei Ling had more than 10 years of audit experience with PwC Singapore, and also worked for ACRA, Singapore’s accounting regulatory body.

Ms. Uthaya Ponnusamy, RSM Partner & Industry Lead - Not-for-Profit Practice 

Uthaya leads RSM's Not-for-Profit Practice. She has significant audit experience, including time spent at Big 4 firms in Singapore and New York where her portfolio of clients included public-listed companies and multinationals in sectors such as retail, consumer products, aviation leasing, shipping, real estate and industrial products, as well as not-for-profits organisations (NPOs).

She helps clients in due diligence and reporting accountant assignments for initial public offerings on the Singapore Exchange. In her current role with the Firm, she also conducts external and internal technical seminars.

Uthaya is a member of the Audit Committee of the Singapore Indian Development Association.

Prior to joining the Firm, Uthaya was Chief Financial Officer at a public-listed company in Singapore.
 

Valerie Lim

Valerie Lim, RSM Associate Director

Valerie has more than 20 years of audit experience in both the private and public sectors (e.g. statutory boards and social enterprises), specialising in the audit of financial statements, internal audit, operations audit, Control Self-Assessment (CSA), and Sarbanes-Oxley. Her expertise in procurement operations adds value to her audit experience, as it has provided her with exposure to various aspects of business operations, enhanced her business acumen, and deepened her understanding of processes.

Prior to joining RSM, Valerie led procurement operations and worked as an in-house internal auditor at the National Environment Agency, Verigy Limited, PricewaterhouseCoopers, Deloitte & Touche, and BDO International. Her regional experience includes China, Hong Kong, Japan, Taiwan, and the USA.

Since joining RSM, Valerie has been involved in internal audit projects for social enterprises, companies receiving grants from the government, and statutory boards. These projects have covered processes such as Procurement to Payment, Facilities Management, Contract Management, Operational KPIs, Budgetary and Cash Flow Management, Revenue, Tenancy Management, Business Continuity Planning, HR & Payroll, PDPA, Cash Management, and Leasing Operations.

 
Yoong Ee-Chuan
Founder and Managing Director
RxE Integrity Advisory
 
Yoong Ee-Chuan is the founder and Managing Director of RXE Integrity Advisory, a consultancy specializing in governance, risk management, and compliance. He leads a team committed to helping organizations implement effective systems to ensure transparency, integrity, and strong governance.
 
With extensive experience in accounting, audit, and IT security, Ee-Chuan drives initiatives in fraud risk management, internal audit, IT security, governance, and cybersecurity. He has extensive exposure to non-profit board roles, having served as Audit Committee Chairperson, Treasurer, and Board Member. He previously served as the Head of Internal Audit at an institution of higher learning, overseeing operational, compliance, and IT audits. He has also led data analytics and forensic investigations and supported training in procurement audits, fraud risk management, and internal controls. As an Agency Chief Information Security Officer, he spearheaded enterprise-wide IT Security, Governance, and Cybersecurity initiatives.
 
Ee-Chuan is a Fellow Chartered Accountant (FCA) with ISCA and holds multiple certifications, including Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified Internal Auditor (CIA), ISCA Financial Forensics Professional (ISCA(FFP)), Certified Fraud Examiner (CFE), ASEAN CPA. He is also an active trainer with ISCA, delivering Continuing Professional Development (CPD) courses for its members.

Upcoming Schedule

Fee (inclusive of GST)


SGD pricing -

For Members: 872.00
For Non-Members: 1,090.00


Programme Facilitator(s)

Adeline Kee
Kelly Lee
Lim Shir Li
Martin Lim
Sovann Giang
Tan Wei Ling
Uthaya Ponnusamy
Valerie Lim
Yoong Ee Chuan