Finance for Non-Finance Managers - Bristol

Accounting and reporting

Wednesday 27 November 2019

The Bristol Hotel
Prince Street

This event is fully booked.

This course will explain charity finances for those from a non-financial background. By the end of the day participants will have more understanding and greater confidence when working with budgets and accounts. The sessions will cover:

  • The background charity accounting including funds, reserves and legal requirements
  • The difference between statutory and management accounts
  • How to interpret accounts (practical examples)
  • Teach managers how to prepare a budget and consider cash flow implications
  • How to use management accounts and monitor performance
  • An introduction to controls and managing risk

Who should attend?

Managers new to budget-holding, fundraisers and project managers in charities.

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Overview of differing legal structures and annual reporting requirements

Record keeping
Including an overview of different fund types and look at example cashbook and importance of fund/ project tracking. Discuss how this works in practice with computerised packages
Group session
What constitutes best practice management account content and review what management might like to see v trustees at board meetings
Interpretation of accounts
Overview of cash basis v accruals basis followed by example accounts exercise, group discussion and then key pointers/ things to look for – revenue recognition, cut-off principles etc.

Budgets/ forecasting

Overview of how to create and examples of excel-based budgeting

In partnership with