Finance & Marketing



Downloadable resources available for you to apply practically in your day-to-day business operations. Our resources section includes policies & procedures, checklists, guides, templates and more. Leave us a note to request anything specific we can assist you with.

Membership Marketing that gets Results


This publication explores the issues of membership marketing in terms of membership surveys, recruitment, retention, and databases.

Strategic Customer Management


This publication covers segmentation, needs assessment, why customers use our services, why they continue using them, and why they stop using them.

Board Checklist for Signing Financials


This checklist provides a summary of key questions the Board should ask in relation to the financial statements, in order to ensure that they are accurate and fully comply with the various Accounting standards and regulatory body requirements.

Finance and Audit Committee Charter


This Finance and Audit Committee Charter is a fully-editable document with all the information you will need to create your organisation’s very own Charter

Fraud Prevention Checklist


This checklist is designed to provide a blueprint for the Board, or an appropriate Board committee, to monitor potential areas of concern and to implement effective controls to minimise the potential of fraud occurring.