Syllabus FO - Educoopint

SYLLABUS

Financial Officer

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SYLLABUS

0A

INTRODUCTION TO THE COURSE

International cooperation today, challenges and opportunities

DURATION 2H
LECTURER | Claudio Ceravolo

0B

INTRODUCTION TO THE COURSE

Characteristics and project management in development contexts

DURATION 2H
LECTURER | Italo Rizzi

0C

INTRODUCTION TO THE COURSE

Characteristics and project management in emergency contexts

DURATION 2H
LECTURER | Cristiano Gavarini

01

ADMINISTRATION IN HUMANITARIAN ORGANIZATIONS

Understanding the complex administrative management of humanitarian programs. Starting with the central administration structure to field operations, highlighting their interrelationships and responsibilities within a possible organizational chart.

DURATION 4H
LECTURER | Efrem Fumagalli

02

THE FINANCIAL OFFICER

Understanding the role of the Financial Officer in international cooperation: responsibilities and operational implications in the field.

DURATION 4H
LECTURER | Giuseppe Matarazzo

03

REVIEW OF GENERAL ACCOUNTING AND DOUBLE-ENTRY BOOKKEEPING

Illustration of general accounting and double-entry bookkeeping rules with references to project accounting as Financial Officers.

DURATION 8H
LECTURER | Francesco Matera

04

THE PROJECT CONTRACT

Understanding the key aspects of project contracts, including donor guidelines, general and special conditions, with examples of contracts from different donors.

DURATION 4H
LECTURER | Gaspare Rinicella

05

PROJECT PARTNERSHIPS, CONSORTIA AND CO-FINANCING

Presentation on the different types of partnerships and consortia in project management and implementation, the diversity that exists among categories of potential partners, and good rules for the management of agreements. After a general overview on the concept of Partners and on the limitations and potential of this form of collaboration, the module covers the criteria to be used for their selection as well as the formal instruments necessary to regulate the relationship between the parties (Memorandum of Understanding). Co-financing: types and management methods.

DURATION 8H
LECTURER | Gaspare Rinicella

06

THE PROJECT BUDGET

DURATION 4H
LECTURER | Gaspare Rinicella

Understanding the financial plan used by major donors, plus insights into creating a project budget as a starting point for the sustainability of the project itself.

07

PROCUREMENT PROCEDURES

Guidelines for managing purchases from proposal requests to delivery, ensuring cost eligibility. Includes methods for vouchers and cash transfers, with a practical exercise.

DURATION 8H
LECTURER | Marco Faragutti

08

THE PROCUREMENT PLAN

Introduction to a model for planning and monitoring economic and financial project values. To understand how the different actors involved in monitoring management work together, and learn how to use them, examples of monitoring and planning models are provided with hands-on exercises.

DURATION 4H
LECTURER | Augusto Prete

09

CO-OP ACCOUNTING SYSTEM

Introduction to COOPI’s accounting system, including the structure of project accounts, main accounting rules, and management of co-financed projects. Emphasis on how these rules are declined in the presence of co-financing, partner-managed expenses and share costs.

DURATION 12H
LECTURER | Giuseppe Matarazzo

10

DESy

Overview of COOPI’s internal accounting software for project financial management, a tool based on the double-entry system. Participants are guided in making accounting entries to support expenditure monitoring and project reporting.

DURATION 16H
LECTURER | Paolo Gioffreda

11

PREPPY

Exploring COOPI’s financial monitoring tool for budget control and forecasting.

DURATION 8H
DOCENTE | Paolo Gioffreda

12

THE FINANCIAL REPORT

Key aspects of financial reporting in project management, with a focus on understanding donor requirements and contract specifics. Examples of contracts with different donors.

DURATION 12H
DOCENTE | Giuseppe Matarazzo

13

PROJECT LOGISTICS

Insights into the logistics function in project management and its connection to administrative controls.

DURATION 8H
DOCENTE | Marco Faragutti

14

PROJECT PERSONNEL SELECTION

Overview of the staff search process: channels and publications, timing and rules. Second, selection and interview management techniques are explained: the interview form, first and second interviews, tests. The module ends with the management of formal communications, both internal and external, the filing of the entire process, and the evaluation of the staff .

DURATION 4H
DOCENTE | Roberta Castelli

15

PROJECT STAFF MANAGEMENT

Managing local staff in compliance with organizational procedures, focusing on team management and leadership styles.

DURATA 4H
DOCENTE | Uberto Pedeferri

16

DOCUMENTATION TO SUPPORT EXPENDITURE

Detailed explanation of necessary documentation for different types of expenses, including warehouse and inventory management

DURATA 4H
DOCENTE | Augusto Prete

17

THE ADMINISTRATIVE AND FINANCIAL AUDIT

Understanding project audits, including internal and external audits, eligibility principles, and audit preparation tools.

DURATA 4H
DOCENTE | Augusto Prete

18

PREVENTION OF UNLAWFUL ACTS IN PROJECT MANAGEMENT

Addressing potential misconduct in project management, risk assessment methods, and COOPI’s prevention and investigation tools

DURATION 4H
DOCENTE | Gaspare Rinicella

19

SECURITY MANAGEMENT

It is intended to provide basic information on the methods and procedures to ensure the safety of personnel for the protection of humanitarian, expatriate and local staff, as well as and the association’s assets in the event of emergency situations at foreign branches.

DURATION 12H
DOCENTE | tdb

SYLLABUS

0A

INTRODUCTION TO THE COURSE

0B

INTRODUCTION TO THE COURSE

0C

INTRODUCTION TO THE COURSE

01

ADMINISTRATION IN HUMANITARIAN ORGANIZATIONS

02

THE FINANCIAL OFFICER

03

REVIEW OF GENERAL ACCOUNTING AND DOUBLE-ENTRY BOOKKEEPING

04

THE PROJECT CONTRACT

05

PROJECT PARTNERSHIPS, CONSORTIA AND CO-FINANCING

06

THE PROJECT BUDGET

07

PROCUREMENT PROCEDURES

08

THE PROCUREMENT PLAN

09

CO-OP ACCOUNTING SYSTEM

10

DESy

11

PREPPY

12

THE FINANCIAL REPORT

13

PROJECT LOGISTICS

14

PROJECT PERSONNEL SELECTION

15

PROJECT STAFF MANAGEMENT

16

DOCUMENTATION TO SUPPORT EXPENDITURE

17

THE ADMINISTRATIVE AND FINANCIAL AUDIT

18

PREVENTION OF UNLAWFUL ACTS IN PROJECT MANAGEMENT

19

SECURITY MANAGEMENT

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