Partaking in the Mentor the Treasurer program, mentors are expected to initiate the first mentoring session with your mentee treasurer, as well as be available for follow-up mentoring sessions at mutually convenient times and locations as required. You should make your time commitment clear to the mentee prior to commencement.

Your responsibilities as mentor treasurer require you to:

  • provide your mentee with the support documentation available in the Mentor toolkit, including the Treasurer Guide and the Microsoft Excel-based sample cashbook, and ensure they fully comprehend the documentation
  • educate and encourage your mentee to acquire the skills and knowledge to fulfill the role as treasurer, including but not limited to:
    • good bookkeeping
    • correct banking procedures
    • record keeping
    • internal controls
    • presentation of regular reports (financial and management analysis and commentary if required)
    • presentation of annual financial statements
    • convey both technical financial skills and principles of good governance
    • bring to the attention of the committee any serious deficiencies in the management of the financial affairs of the organisation which may become apparent during the course of the mentoring process
    • maintain regular communication with your mentee
    • retain the position of mentor to the organisation for one calendar year from date of appointment, unless unavoidable circumstances render this impossible
    • hold Professional Indemnity Insurance either through CPA Australia or your own private cover
    • provide feedback to CPA Australia at the end of the mentoring assignment

Your role as volunteer mentor is to provide advice and assistance, and must be done free of charge. You are not expected to do the work, or to accept responsibility for it. Mentors may choose to undertake further roles within the organisation, however to avoid any conflict of interest, you must first cease the mentoring role under this program.

After you register

Once registered with the program, refer to the mentor toolkit which contains information and tools which will assist you in your role. The toolkit includes:

  • a mentor guide book
  • a volunteer treasurer guide book, which includes  a concise listing of major known regulatory matters relevant to small not for profit organisations
  • a simple Excel based book keeping system
  • a treasurer audit checklist

You are encouraged to consider undertaking additional training in commonly used external accounting packages, such as QuickBooks and MYOB, which may be claimed as part of your CPD commitment.

Finding a mentee organisation

As a registered mentor you can select an organisation to work with via the online listing of mentees, or when organisations make a request to you for assistance. It is your choice as to whether or not to accept mentee requests.

Benefits of being a mentor

As a mentor, you will be passing your expertise onto volunteer treasurers who require assistance for the success of their not-for-profit organisation.

You will not only be assisting your community, you can also claim CPD hours for your time spend mentoring. For each hour that you donate, you can contribute towards your CPD obligations. When you record mentoring activities for CPD, use Code K. To support your CPD claim, it is recommend you minute your mentoring sessions using the File note mentoring session in the toolkit.

Mentors provide their assistance to mentees on a personal voluntary basis, acting in their own name and not that of CPA Australia or any other entity. CPA Australia members must be of good standing during their membership.

To resign from the mentoring program, go to “my profile”, select “resign from program” and press submit, or email For more information read the full rules and regulations (PDF).

Member toolkit

Related links

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To register as a mentor you must first start an account with Pro Bono Australia.

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