trustees

Essential Skills in Financial Management: 5. Financial Reports for Your Committee

Course Summary
Event Date: 
Thu, 21/10/2010
Time: 
9:30 am - 1:15 pm
Co-ordinator: 
Christine Wykes-D...

Click here to download a copy of the Booking Form for Training CoursesThe Essential Skills in Financial Mangement courses are designed for beginners with little or no knowledge of bookkeeping and accounts as well as those who feel they need a refresher course. The five half day sessions make up a complete introductory course but you can book individual course sessions if places are available and you have the relevant skills.  If in doubt, please contact us for advice before you book.  Priority will be given to those attending all 5 courses.

The course is paper based and will demonstrate manual bookkeeping.  However we will discuss how these records can be kept on Excel spreadsheets and we can provide you with templates in Excel that you can tailor to your group's needs.

Follow up support will be available to help you implement what you have learned.

5. FINANCIAL REPORTS FOR YOUR COMMITTEE

This final course relies on knowledge and skills acquired in the four earlier sessions.  If you want to attend this session on its own you will need experience of bookkeeping and budgeting. If in doubt, please contact us for advice.

By the end of this course you will:

  • Understand the importance of providing financial reports to your management committee
  • Know some typical financial reports that you could use e.g:
    - A budget variance report
    - A receipts and payments accounts
    - A cashflow forecast

NB This final session relies on knowledge and skills acquired in the four earlier sessions. If you want to attend this session on its own you will need experience of bookkeeping and budgeting. Please check with the course organiser before booking.

For more information or to book a place please contact Christine Wykes Driver on 020 8314 6576.

Prerequisites for attending this course: 
Priorities will be given to people attending all five sessions in the Essential series. You will need numeracy and literacy skills.

New guide for trustees with learning disabilities

The Charity Commission - in collaboration with Mencap - has published a guide for trustees with learning disabilities.

The guide covers much of the material in the Charity Commissions guide CC3 and is available from the Charity Commission website.

More details can be found either on the Charity Commission website or in an article for Third Sector

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