A pool’s financial decisions affect every area of its operations, and vice versa — but staff outside finance may not always know how their work intersects with financial priorities and activities.
Pooling Academy’s Finance Learning Path helps all pool staff connect financial concepts to their own responsibilities, ask more informed questions and better understand pool decisions.
Courses include:
- Important Finance Concepts / Actuaries and Audits (two-part course) — Includes foundational financial concepts about long-term viability.
- Financial Reporting Practice — How pools approach financial reporting and use annual audited financial statements to support transparency and accountability.
- Internal Controls and Data Management — Internal controls and data management practices that help pools maintain financial integrity.
- Operating Budgets — How pools develop operating budgets, manage revenue and expenses.
Pooling Academy has a new learning platform, so it’s easier to find and take courses. Contact Claire Torza to get started.