*A small charity for this programme is defined as a charity whose annual income is £1million or less.*
This practical course will give you useful tools to develop the way small groups or small charities manage basic financial areas. You will learn about essential banking and money management practices and what questions to ask when considering moving to an external financial provider. This session also covers introductory accounting principles and an overview of how you can identify and manage risk effectively.
- Understand how to set up bank accounts and how to manage them effectively.
- Learn about practical tools for managing money.
- Define organisational risk and how to manage it.
- Gain a better understanding of bringing in external accountancy services and how to manage the relationship
Who should attend?
Those who work with the finances and money handling in a small charity or a small group. This can be a volunteer, treasurer, finance person, or other manager/CEO.
Charity Finance Group (CFG) in partnership with Esmee Fairbairn Foundation.
Registration and refreshments
An overview of bank accounts and money handling
Defining the roles and responsibilities of the finance function.
Understand different types of bank accounts, which might be best for you, and the practical requirements of setting up an account.
What is cash handling and how do you use it?
Making payments and the process of managing them.
Basic record keeping
Recording income and expenditure
Defining restricted vs unrestricted funds
Learning about balance sheets
Monitoring and reporting internally
Managing risks and preventing fraud
Understanding your organisation's exposure to fraud risks
How to design good financial controls
Learn how to identify and manage other organisational risks
Using professional financial support
When should you consider outsourcing your financial support, such as bookkeeping, payroll and accounts?
What are the pros and cons to working with an external provider?
Learn which factors to use when deciding who to choose.
How to manage external providers effectively
13:15 - 14:30
Information Management Workshop
This event is a workshop session on information management and will build on the training you will receive in the morning. It will look at how you can assess your information management and use this to improve governance and efficiency.
Charlotte Clements, UCL Institute of Education
There is a travel bursary scheme available for those who live in rural areas and need some additional financial support to travel to the trainings; this scheme is for those who live a fair distance from the nearest training session and whose organisation has less than £50,000 annual income. If you would like to apply for the travel bursary please click here to complete the form.
Crowe Clark Whitehill, St Bride's House
10 Salisbury Square, LONDON, EC4Y 8EH
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Bookings & Prices
All CFG’s training sessions for small charities are supported by the Esmée Fairbairn Foundation to keep costs low. There is a fee of just £20 for each half day training. You can book by pressing on the book now button at the bottom of this page.
Terms and Conditions:
Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.
CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.
It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.
CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.
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