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Building confidence today for a better financial future

Davidson Institute, named after Sir Alfred Davidson the pioneer of Westpac financial education, offers a range of money management topics for individuals, businesses, not for profit organisations and community groups.

Live Webinar Calendar


Business

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 28th June, 1.00pm

Purchasing business assets

Purchasing business assets

Whether it’s time for new equipment, vehicles, technology or software, the biggest consideration when buying new business assets is how you’ll finance them. Discover why the number one rule when buying is to match the life of the loan to the life of the asset. Plus, learn more about the funding options available to you when you join our free “Purchasing business assets” webinar.

Personal

Rob Lockhart
Presenter
Westpac's Davidson Institute

Thu 07th July, 1.00pm

Financial Foundations: A plan for life

Financial Foundations: A plan for life

Many people have a very clear vision of how they want their life to play out from a personal perspective and a career perspective. Typically however they don’t take the next step and look at the finances to support that vision. Our "A plan for life" webinar takes a high level, long term view of a financial plan that can help you to achieve your life goals.

Community

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 12th July, 1.00pm

Financial governance for NFP's

Financial governance for NFP's

From cash records, asset registers through to balance sheets, profit/loss statements and the financial operating cycle, do you feel in control of these compliance and financial requirements when it comes to your NFP organisation? Or would you like to learn more how you can get on top of the financial governance for your organisation? To find out how join our free Financial Governance for NFP's webinar.

Community

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Wed 13th July, 1.00pm

Home Owns: Getting ahead on your mortgage

Home Owns: Getting ahead on your mortgage

Now that you have bought your home, have you thought about how to leverage it to finance things such as investments, education and more? With our free "Home Owns: Getting ahead" webinar you’ll discover how you can use your home to grow your wealth, buy an investment property, finance education or travel, and more. Join us to learn more.

Personal

Lisa Gissing
Presenter
Westpac's Davidson Institute

Thu 14th July, 1.00pm

Home Owns: 1st home buyers

Home Owns: 1st home buyers

Are you in the market for your first home? Not sure where to start or what information to look for? Join our free 1st Home Buyers webinar and learn what steps you need to take to help buy your dream home. From funding to the loan application, knowing how much you can borrow through to choosing the right loan, this webinar will share this and more.

Business

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Tue 19th July, 1.00pm

Understanding Financial Statements

Understanding Financial Statements

Financial statements are about more than just tax. They contain a wealth of information that savvy business owners can use to improve their business performance. Our “Understanding Financial Statements” webinar helps unlock this information so you can improve your understanding of the numbers in your business.

Personal

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 21st July, 1.00pm

Financial Foundations: Budgeting

Financial Foundations: Budgeting

A budget is an empowering financial tool that can help you take control of your money and financial future. But how can you create a budget that truly works for you? Join our free Foundations of Budgeting webinar to discover the three core elements of successful budgeting. Plus, you’ll hear some great savings tips!

Business

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Tue 26th July, 1.00pm

Measuring financial performance

Measuring financial performance

Following on from the “Understanding Financial Statements” webinar, “Measuring Financial Performance” takes the next step toward better understanding the numbers in your business. Being able to accurately measure past financial performance helps to identify actions to take to improve future business performance.

Personal

Rob Lockhart
Presenter
Westpac's Davidson Institute

Thu 28th July, 1.00pm

Home Owns: Getting ahead

Home Owns: Getting ahead

Now that you have bought your home, have you thought about how to leverage it to finance things such as investments, education and more? With our free "Home Owns: Getting ahead" webinar you’ll discover how you can use your home to grow your wealth, buy an investment property, finance education or travel, and more. Join us to learn more.

Personal

Rob Lockhart
Presenter
Westpac's Davidson Institute

Thu 04th August, 1.00pm

Financial Foundations: Borrowing

Financial Foundations: Borrowing

Borrowing is just one tool that we can use to get the things we want in life. But when is the right time to borrow? And how do we ensure we are not borrowing ourselves into trouble? Join our free webinar Financial Foundations: Borrowing to gain insights into borrowing and the loan application process.

Community

Lisa Gissing
Presenter
Westpac's Davidson Institute

Tue 09th August, 1.00pm

7 financial tips for NFP's

7 financial tips for NFP's

Do you run or are involved with a Not-For-Profit organisation? Want to take better control of its finances so you can make the most of the resources you have? Join our free webinar and discover the 7 tips you need to become more financially and business savvy when it comes to your NFP. Find out more about our 7 financial tips for NFPs today.

Community

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Wed 10th August, 1.00pm

Understanding Financial Statements

Understanding Financial Statements

Financial statements are about more than just tax. They contain a wealth of information that savvy business owners can use to improve their business performance. Our “Understanding Financial Statements” webinar helps unlock this information so you can improve your understanding of the numbers in your business.

Personal

Rob Lockhart
Presenter
Westpac's Davidson Institute

Thu 11th August, 1.00pm

Home Owns: Relocate or renovate

Home Owns: Relocate or renovate

Whether the decision to make changes to your home is expected or unexpected, how you manage that change will have an impact on your future financial position. Deciding whether to renovate or relocate comes down to many factors, including emotional, physical and financial ones. Our free "Home Owns: Relocate or renovate" webinar takes a look at these and more to help you make the right decision for you and your loved ones.

Business

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Tue 16th August, 1.00pm

Getting started in business

Getting started in business

Starting a business is one of the most exciting and rewarding things you can do. But it can also be challenging without the right planning. Ever wondered what you can do to help ensure your business is a success? Our free Getting Started webinar reveals the four essential steps you need to take to start a business on the right foot. Find out more!

Personal

Lisa Gissing
Presenter
Westpac's Davidson Institute

Thu 18th August, 1.00pm

Financial Foundations: Investing

Financial Foundations: Investing

Want to invest but unsure where or how to start? Investing is the ideal way to create wealth and achieve your financial goals but for new investors it can be confusing. Our free " Financial Foundations: Investing" webinar will walk you through investment strategy, the many investment options available and how to choose the right one for you. Don’t wait; join our free webinar today so you can be on your way to a better financial future.

Business

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 23rd August, 1.00pm

7 steps to business success

7 steps to business success

Ever wondered if there’s a process you can follow to help ensure your business is a success? From managing cash flow, business planning through to managing growth and more, this webinar has the information you need. Join our free webinar to discover the 7 steps you can take to business success.

Personal

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 25th August, 1.00pm

Investing in Property: Foundations

Investing in Property: Foundations

Successful property investment starts with having a clear strategy as to why you are investing. Do you know what you hope to achieve from investing in property? Is it capital growth? Cash flow? Or perhaps a bit of both? Get some clarity on your initial steps, the financial requirements and ongoing considerations of an investment property with our free Investing in Property webinar.

Business

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 30th August, 1.00pm

Foundations of cash flow

Foundations of cash flow

Want to learn to make the most of your cash flow? Or how to find cash that’s hidden in your business? Then join our free Foundations of Cash Flow webinar where you’ll learn simple ways to monitor and plan for cash flow success. Plus, you’ll discover top tips to help you improve your cash flow.

Personal

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 01st September, 1.00pm

Retirement planning

Retirement planning

Knowing how much you have now and how much you will need for your retirement enables you to see how much wealth you need to create to be able to achieve your ideal retirement lifestyle. Do you know what your gap is and how to fill it? Find out this and more with our free Retirement Planning webinar which will help you plan for the financial future you deserve.

Business

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 06th September, 1.00pm

Optimising cash flow

Optimising cash flow

Take control of your cash flow today. Join our free Optimising Cash Flow webinar and learn how to create a cash flow budget, better understand the Working Capital Cycle, find cash that’s hidden in your business, plus discover some commonly used ratios that will help you monitor the health of your cash flow. Don’t wait to take control of your cash: find out more today.

Personal

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Thu 08th September, 1.00pm

Investing in Property: Measuring returns

Investing in Property: Measuring returns

Do you have an investment property? How do you measure its success? Do you look at capital growth, rental return or something else? Or are you unsure how to measure its return and whether it’s helping to create a sustainable financial future? Our free "Investing in Property: Measuring returns" webinar will show you how to measure if an investment property is providing sufficient return and is line with your overall strategy.

Community

Lisa Gissing
Presenter
Westpac's Davidson Institute

Tue 13th September, 1.00pm

Business planning for NFP's

Business planning for NFP's

Every not-for-profit organisation is established with the vision of improving or enhancing life somehow. Achieving this vision is greatly enhanced by having a business plan. Join our free Business Planning for NFPs webinar and discover the benefits of a business plan, the main steps you need to take and what you need to include to ensure your business plan is a success.

Community

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Wed 14th September, 1.00pm

Measuring financial performance

Measuring financial performance

Following on from the “Understanding Financial Statements” webinar, “Measuring Financial Performance” takes the next step toward better understanding the numbers in your business. Being able to accurately measure past financial performance helps to identify actions to take to improve future business performance.

Personal

Thu 15th September, 1.00pm

Beginner's guide to self-managed super funds

Beginner's guide to self-managed super funds

Interested in a self-managed super fund (SMSF) but not sure where to start? Want to learn more about what’s involved, how it works, the advantages and disadvantages plus how you can invest your money to create future wealth? Then you need our free Beginners Guide to SMSF webinar where you will discover all this and more about the world of SMSFs.

Business

Lisa Gissing
Presenter
Westpac's Davidson Institute

Tue 20th September, 1.00pm

Foundations of business planning

Foundations of business planning

Is your business plan a living and dynamic document that keeps your business on-track? Join our free Foundations of Business Planning webinar and ensure that you’re taking the essential steps to successful business planning.

Business

Lisa Gissing
Presenter
Westpac's Davidson Institute

Tue 27th September, 1.00pm

Optimising business planning

Optimising business planning

You've finished your business plan, now what? Creating your business plan is just one part of the business success puzzle. Have you ever wondered what comes next? Discover how to optimise your opportunity for business success with our free "Optimising business planning" webinar and start making the most of your business plan today, for a better business tomorrow.

Business

Rob Lockhart
Presenter
Westpac's Davidson Institute

Tue 04th October, 1.00pm

Managing growth

Managing growth

Are you ready for successful and sustainable business growth? Join our free Managing Growth webinar to discover the tips that will prepare your business for the growth it deserves. You’ll learn how to manage your cash flow and much more.

Community

Bronwyn Lawson
Presenter
Westpac's Davidson Institute

Wed 05th October, 10.30am

Successful fundraising using breakeven analysis for NFP’s

Successful fundraising using breakeven analysis for NFP’s

Ever thought about running a fundraising event but not sure where to start? Fundraising is a great way to raise funds for your organisation, however it’s essential that you breakeven and cover your costs for it to be a worthwhile exercise. Join our free "Successful fundraising using breakeven analysis" webinar to learn how to use breakeven analysis to help you run a successful fundraising event to help your organisation.

Business

Tue 11th October, 1.00pm

Using breakeven analysis

Using breakeven analysis

Ever wondered how breakeven analysis works? Or what it can be used for? Breakeven analysis is a powerful tool that can help you manage costs, plan for profit, set prices and more. Discover how you can use it to make important financial decisions in your business. Join our free "Using breakeven analysis" webinar to discover what it is, how to calculate it, use it and much more.

Community

Lisa Gissing
Presenter
Westpac's Davidson Institute

Wed 12th October, 1.00pm

7 financial tips for NFP's

7 financial tips for NFP's

Do you run or are involved with a Not-For-Profit organisation? Want to take better control of its finances so you can make the most of the resources you have? Join our free webinar and discover the 7 tips you need to become more financially and business savvy when it comes to your NFP. Find out more about our 7 financial tips for NFPs today.

News & Updates


Guide for Community Financial Officers

Guide for Community Financial Officers

Contemplating taking on a financial role in a not-for-profit organisation? Or perhaps you’re already part of the management committee?  Either way the new Guide for Community Financial Officers aims to help you better understand the finances, helping your organisation achieve its objectives.

Innovation Toolkit

Innovation Toolkit

Today’s world is one of constant change.  Every day there are new challenges; new problems that need new solutions; new solutions that come from innovation.  Many people are asking the question "How does our organisation become more innovative?"

That's why the Davidson Institute is developing an Innovation Toolkit.

 

Expert's Angle: A brave new world for investors

Expert's Angle: A brave new world for investors

The current wave of disruption, innovation and technological change offers great new opportunities for investors.