Finance for Non-Finance Managers - Bristol

Accounting and reporting

Wednesday 27 November 2019

The Bristol Hotel
Prince Street
BRISTOL BS1 4QF

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.

CFG events, training and members’ meetings can count towards your continuous professional development (CPD). Contact your association for further information, or email events@cfg.org.uk

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

 
Programme
10.00

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.
16.30

Budgets/ forecasting

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

In partnership with