Indigenous Financial Capacity Conference: Budgeting & Reporting

The “Budgeting & Reporting” Conference is a practical, interactive two-day learning experience focused on strengthening budgeting and reporting practices across Indigenous organizations. Designed for program managers, finance managers, and directors, it brings together experienced facilitators and peers to explore how strong budgeting and reporting processes support effective programs, funding accountability, and informed decision-making.

Key session themes include developing realistic budgets, linking budgets to program goals, navigating common challenges, understanding reporting timelines and requirements, and completing ISC financial reports with confidence. Through real-life examples, hands-on activities, and peer discussion, participants will gain tools, strategies, and confidence they can immediately apply in their own communities.

Key Takeaways

• Practical tools to build realistic, funder-aligned budgets
• Clear methods for linking budgets to program goals and outcomes
• Strategies to anticipate and navigate common budgeting challenges
• A grounded understanding of ISC reporting timelines and requirements
• Step-by-step experience completing core ISC financial report components
• Confidence to connect budgets and reports to tell the full program story
• Peer-tested tips for year-round organization and documentation
• Templates and checklists you can take back to your community

‍

‍

CLICK HERE FOR THE SPECIAL GROUP RATE HOTEL BOOKING

‍

AGENDA:

Day 1 - Building Confident Budgets

Goal: Strengthen budgeting confidence and equip participants with tools they can use immediately.

• 8:30 a.m.: Breakfast
• 9:00 a.m.: Welcome, Introductions & Opening Remarks
• 9:30 a.m.: Session 1: Budgeting Essentials & Foundations
• 10:45 a.m.: Break
• 11:00 a.m.: Session 2: Small Group Roundtable: Budget Roles & Real-Life Challenges
• 12:15 p.m.: Networking Lunch
• 1:00 p.m.: Session 3: Interactive Budget Planning Workshop
• 2:30 p.m.: Break
• 2:45 p.m.: Session 4: Facing Budget Challenges with Confidence
• 3:45 p.m.: Day 1 Closing Remarks & Wrap-up

Day 2 - From Budgets to Reports: Telling the Full Story

Goal: Demystify reporting and help participants connect their budgets to funder expectations.

• 8:30 a.m.: Breakfast
• 9:00 a.m.: Welcome & Ice Breaker
• 9:30 a.m.: Session 5: Introduction to Reporting: Why it Matters & What to Watch For
• 10:30 a.m.: Break
• 10:45 a.m.: Session 6: Hands-on Reporting Workshop
• 12:15 p.m.: Networking Lunch
• 1:00 p.m.: Session 7: Closing the Loop: Linking Budgets & Reports
• 2:15 p.m.: Break
• 2:30 p.m.: Session 8: Closing Circle: What Will You Bring Back to Your Community
• 3:15 p.m.: Kahoot & Closing Remarks
• 3:45 p.m.: Closing Prayer

‍

Frequently asked questions

Where will the conference be taking place?

At the Delta Hotels by Marriott Edmonton Centre Suites, Edmonton, AB

Will breakfast be served?

Yes

Will lunch be served?

Yes

Do we need to book our own hotel rooms?

Yes – book your rooms at the Delta Hotels by Marriott Edmonton Centre Suites, Edmonton, AB and mention you're attending the conference for an exclusive rate!

Do we have to pay for parking?

No, the Delta Hotels by Marriott Edmonton Centre Suites, Edmonton, AB has free parking.

What do I need to bring?

Yourself! All materials will be provided.

Can someone else attend on my behalf?

Yes, but we will require 2 weeks notice for this. Please email kit@morrisinteractive.ca to inquire.

Can I attend one day and have someone else attend the second?

Sorry, your seat and materials are for one participant only.

If I don’t attend, will I get a refund?

To offer a more streamlined experience for all participants, we do not offer refunds.

Can I bring a friend or colleague with me?

Of course! As long as they have been registered at least 2 weeks prior and paid for their seat. (Unless the conference is at capacity).

Can I pay for my seat after attending the conference?

Sorry, your seat is only confirmed once payment has been received.

Can I pay by cheque or invoice?

To offer a more streamlined experience, as of April 1, 2025, we are only accepting credit card payments for our conferences. If approval is needed by your supervisor,  we can send an approval package, which includes an estimate and a copy of the agenda for approval by your organization.

‍