Financial Management for Heritage Organizations


Banish your bookkeeping blues with this ideas-packed, user-friendly webinar on finance for heritage organizations led by accounting advisor Heather Young, designed as a “DIY” guide for non-accountants. You’ll learn how to structure an effective budgeting and reporting system complete with simple, effective policies and controls – and how to organize yourself to produce government forms – pain-free! Jammed with tips, this webinar also comes with loads of free resource materials and a chance for you to ask your questions.

This webinar is being offered free of charge by The Ontario Historical Society as a service to our members, affiliates, and Ontario’s heritage community. We want to share financial best practices with groups, organizations, and institutions of all sizes in order to support grassroots heritage activism throughout the province.


Heather Young has worked in the field of arts management for over twenty-five years. Her experience includes leadership roles with a variety of arts and heritage service organizations, theatre and dance producing companies, galleries and museums, facilities, festivals and community organizations, in both professional and volunteer capacities.

As the Principal of Young Associates, Heather has provided bookkeeping and consulting services to dozens of organizations, and delivered professional workshops, training and seminars on topics ranging from budgeting to sales tax, to setting prices, to reading financial statements. She has completed business and strategic planning assignments for an array of arts organizations in Toronto and across Southern Ontario, frequently in partnership with First Stage.

For 15 years, Heather has taught accounting and financial management to diploma and continuing education students in Humber College’s Arts Administration programs, and Humber’s Fundraising and Volunteer Management Program. She was a 2004 recipient of Humber College’s Continuing Education Award of Excellence for Outstanding Academic Contribution. In 2010, she was appointed to teach finance for the University of Toronto’s Specialist Program in Arts Management. In 2012, Heather was awarded the Sandy Tulloch award for Innovation in Arts and Culture by Theatre Ontario.