Not-for-Profit Financial Reporting Workshop 2026
Make your financial reporting tasks easier and more informed
Attend in Sydney or online and stay ahead of evolving not-for-profit reporting standards, with practical guidance you can apply straight away.
Tuesday 1 December 2026 | Sydney & Online
About the workshop
Thomson Reuters is pleased to present the 2026 Not-for-Profit Financial Reporting Workshop, a live online event designed to help you stay ahead of evolving standards and simplify your financial reporting responsibilities.
This year’s workshop is led by Jimmy Cao, Associate Director at SW, who brings over 20 years of experience in assurance, IFRS advisory, and sustainability reporting across Australia and Singapore. With more than a decade at Big 4 firms and a strong reputation for delivering clear, actionable guidance, Jimmy is a trusted expert in financial reporting for the not-for-profit sector.
Whether you're preparing financial statements, advising clients, or overseeing compliance, this workshop will equip you with the knowledge and tools to enhance clarity, consistency, and confidence in your reporting.
Date
Tuesday 1 December 2026
Time
10 am - 4 pm AEDT
Location
Sydney & Online
Online
Early Bird*
$749 excl. GST
Full price
$849 excl. GST
Sydney
Early Bird*
$899 excl. GST
Full price
$999 excl. GST
*Early Bird ends 6 November 2026
CPD Points
5 CPD hours
Why attend
Join in-person or online
Attend the workshop in Sydney CBD or tune in from the comfort of your home.
Live and interactive
Ask questions and engage with the presenter in real time
Practical focus
Real-world examples, templates, and updated disclosure checklists
CPD accredited
Earn 5 CPD hours
Who should attend
This workshop is designed for senior professionals involved in financial oversight, reporting, and compliance within the not-for-profit sector, including:
- Directors
- Partners and Principals
- Audit Managers and Auditors
- Finance Managers and Financial Controllers
- Senior Managers and Managers
- Executive Managers – Business Services
- Accountants and Advisors working with NFP clients
Jimmy Cao
Associate Director, SW Accountants & Advisors
Jimmy Cao is an Associate Director at SW, with over 20 years of experience in assurance and advisory, including more than a decade at Big 4 firms. His career spans both Singapore and Australia, bringing a diverse and international perspective to his work.
Jimmy now focuses exclusively on consulting, specialising in IFRS advisory, financial reporting, and sustainability reporting. He is the key anchor for SW’s Financial Reporting Webinar series, delivering timely insights and updates to clients on evolving reporting requirements. Internally, Jimmy is responsible for technical accounting training across all staff levels, ensuring consistent capability development within the firm.
He is a member of both Chartered Accountants Australia and New Zealand (CA ANZ) and CPA Australia, and is a registered company auditor.
Session 1
Preparing for GPFS Tier 3 Simplified Disclosures
- Moving from Special Purpose Financial Statements (SPFS) to General Purpose Financial Statements (GPFS).
- Key transition requirements and first-time adoption rules
- How Tier 3 differs from Tier 2 / Tier 1 reporting.
Session 2
The Revenue Masterclass (AASB 15 & AASB 1058)
- Deep dive into the 5-step model: identifying "enforceable" contracts and "sufficiently specific" performance obligations.
- Practical classification: Which grants are AASB 15 vs. AASB 1058 vs. AASB 1058 Capital Grants.
- Interactive Workshop: Reviewing 2–3 actual de-identified grant agreements and mapping out the revenue recognition schedule
Session 3
Complex NFP Balance Sheet Areas
- Leases (AASB 16): Accounting for office leases, equipment, and concessionary/peppercorn leases.
- Employee Benefits & Provisions: Long service leave discounting, make good, restructuring, and redundancy provisions.
- Donated & Volunteer Services: When to recognise, when to disclose, and how to measure fair value.
Session 4
Regulatory update, Governance Disclosures & Audit Readiness
- Key ACNC and other regulatory updates
- KMP & Related Party Disclosures: Defining Key Management Personnel in an NFP context and gathering required disclosures.
- Audit-Readiness Workshop: An interactive discussion on practical strategies for overcoming resource constraints while maintaining compliance and achieving an efficient and successful audit outcome.
A hybrid workshop from Thomson Reuters covering key financial reporting topics for the not-for-profit sector in just one day.
The workshop is Tuesday 1 December, from 10 am to 4 pm AEDT.
The presenter is Jimmy Cao, Associate Director at SW Accountants & Advisors.
Please contact eventsanz@thomsonreuters.com for transfer and cancellation enquiries.
All registered attendees receive on-demand recording access for up to 12 months following each live session. Watch on your schedule, revisit complex topics, and share with colleagues — register with confidence even if your diary changes
For content enquiries, please contact the events team at eventsanz@thomsonreuters.com
Secure your spot
Register for the 2026 Not-for-Profit Financial Reporting Workshop and get practical, up-to-date guidance for your reporting obligations. Attend in-person or live online.
Contact us
Attendee inquiries: eventsanz@thomsonreuters.com