The Bitesize Finance series of short courses is designed for people working or volunteering in the voluntary and community sector. Each course in the series gives a simple introduction to a practical finance topic. Courses can be booked individually or you can book all six and get one free.
Bitesize Paying Staff will help you:
Understand the importance of following PAYE rules even if your staff work only a few hours a week
How to get started with paying staff
Where to find the resources you need
The course is suitable for beginners with little or no knowledge of bookkeeping or payroll matters. It is ideal for committee members, admin or finance workers, co-ordinators as well as finance volunteers.
Follow up support is available to help you put your learning into practice and more advanced training is available if you would like to learn more.
The other courses in the Bitesize Finance series are:
Bitesize Petty Cash & Volunteers Expenses on 22nd February 2012
Bitesize Bookkeeping on 29th February 2012
Bitesize Budgeting on 7th March 2012
Bitesize Bank Reconciliations on 14th March 2012
Bitesize Cashflow Forecasts on 21st March 2012
Who is the course suitable for?:
Beginners, working or volunteering in the voluntary sector
The Bitesize Finance series of short courses is designed for people working or volunteering in the voluntary and community sector. Each course in the series gives a simple introduction to a practical finance topic. Courses can be booked individually or you can book all six and get one free.
Bitesize Cashflow Forecasts will help you:
Understand that a balanced budget may not be sufficient to keep your project afloat
Know how to check that your project will not go overdrawn
The importance of cashflow when money is tight
The course is suitable for beginners with little or no knowledge of bookkeeping or financial matters. It is ideal for committee members, admin or finance workers, co-ordinators as well as finance volunteers.
Follow up support is available to help you put your learning into practice and more advanced training is available if you would like to learn more.
The other courses in the Bitesize Finance series are:
Bitesize Petty Cash & Volunteers Expenses on 22nd February 2012
Bitesize Bookkeeping on 29th February 2012
Bitesize Budgeting on 7th March 2012
Bitesize Bank Reconciliations on 14th March 2012
Bitesize Paying Staff on 28th March 2012
Who is the course suitable for?:
Beginners, working or volunteering in the voluntary sector
The Bitesize Finance series of short courses is designed for people working or volunteering in the voluntary and community sector. Each course in the series gives a simple introduction to a practical finance topic. Courses can be booked individually or you can book all six and get one free.
Bitesize Petty Cash & Volunteer Expenses will help you:
Understand the need for some rules about who can claim petty cash and for what
How to record petty cash spending
How to make sure your petty cash doesn't get in a mess
Understand what can and cannot be paid to volunteers as expenses
The course is suitable for beginners with little or no knowledge of bookkeeping or financial matters. It is ideal for committee members, admin or finance workers, co-ordinators as well as finance volunteers.
Follow up support is available to help you put your learning into practice and more advanced training is available if you would like to learn more.
The other courses in the Bitesize Finance series are:
Bitesize Bookkeeping on 29th February 2012
Bitesize Budgeting on 7th March 2012
Bitesize Bank Reconciliations on 14th March 2012
Bitesize Cashflow Forecasts on 21st March 2012
Bitesize Paying Staff on 28th March 2012
Who is the course suitable for?:
Beginners, working or volunteering in the voluntary sector
This is a series of five half day courses that gives a thorough introduction to all aspects of managing your voluntary organisation's money. It is designed for beginners and those wanting to refresh their skills. Priority will be given to those booking all five courses.
Session 2: Setting & Monitoring a Budget
Sticking to a budget is one of the main ways of keeping finances under control. This session shows you how to put together an accurate budget and how to monitor your spending against it.
By the end of this course you will:
Know how to prepare a simple budget and what to put in it
Understand the importance of planning and costing
Know how to monitor a budget
For more information please contact the course organiser, Christine Wykes Driver on 020 8314 6576 email christine@valewisham.org.uk
Who is the course suitable for?:
Essential Skills in Financial Management is suitable for beginners with little or no knowledge of bookkeeping and accounts as well as those who feel they need a refresher course. This might include treasurers and other committee members, admin or finance workers, managers and volunteers.
Prerequisites for attending this course:
This course is part of a series of five half day sessions. Priority will be given to people attending all five sessions. Basic numeracy and literacy skills are required.
The Essential Skills in Financial Management 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.
4. YEAR END ACCOUNTS – RECEIPTS & PAYMENT FORMAT
By the end of this course you will:
understand the legal requirements for year end accounts
have used a Receipts and Payments working sheet to summarise the cash book and petty cash book
have compiled a Receipts and Payments account
understand the Statement of Assets and Liabilities
have looked at the Charity Commission’s template for producing Receipts and Payments accounts
An understanding of the Cash Book and Petty Cash Book is needed for this session if you have not attended the prior session Introduction to Bookkeeping.
NB This session does not cover accounts in the accruals format which is used by larger charities and all charitable companies. Further training can be provided on this on request.
Who is the course suitable for?:
The course is suitable for beginners with little or no knowledge of bookkeeping and accounts as well as those who feel they need a refresher course. This might include treasurers and other committee members, administration staff or finance workers, managers and volunteers
Prerequisites for attending this course:
This course is part of a series of five half day sessions. Priority will be given to people attending all five sessions. You will need numeracy and literacy skills. An understanding of the Cash Book and Petty Cash Book is needed for this session if you have not attended the prior session Introduction to Bookkeeping.
The 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.
COURSE 2. SETTING AND MONITORING A BUDGET
By the end of this course you will:
Know how to prepare a simple budget
Understand the importance of planning and costing
Understand the need for budget monitoring
Understand the difference between restricted and unrestricted funds
The course is suitable for beginners with little or no knowledge of bookkeeping and accounts as well as those who feel they need a refresher course. This might include treasurers and other committee members, administration staff or finance workers, managers and volunteers.
Prerequisites for attending this course:
This course is part of a series of five half day sessions. Priority will be given to people attending all five sessions. You will need numeracy and literacy skills.
Are you a manager or trustee of a charity or community organisation? Do you need to prepare a business plan for funders or need to update your existing plan in the light of changing circumstances?
This course will
o Explain why you need a business plan
o Outline what it needs to contain
o Help you clarify your organisation’s mission, outcomes and objectives
o Help you understand the financial information that goes with the plan
Who is the course suitable for?:
Managers and trustees of VCS organisations who need to write or review a business plan
The 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.
The 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.
4. YEAR END ACCOUNTS – RECEIPTS & PAYMENT FORMAT
By the end of this course you will:
understand the legal requirements for year end accounts
have used a Receipts and Payments working sheet to summarise the cash book and petty cash book
have compiled a Receipts and Payments account
understand the Statement of Assets and Liabilities
have looked at the Charity Commission’s template for producing Receipts and Payments accounts
An understanding of the Cash Book and Petty Cash Book is needed for this session if you have not attended the prior session Introduction to Bookkeeping.
NB This session does not cover accounts in the accruals format which is used by larger charities and all charitable companies. Training can be provided on this on request.
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.
The 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.
3. INTRODUCTION TO BOOKKEEPING
By the end of this course you will:
know how to enter financial transactions in a petty cash book
know how to enter financial transactions in a cash book
know how to do a bank reconciliation
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.
Change Up is a government initiative for investing in the development of Voluntary and Community Sector infrastructure and capacity building support. It has been developed with the voluntary sector and seeks to address key capacity needs of frontline organisations through infrastructure improvement. ChangeUp aims to ensure that by 2014 the needs of frontline voluntary and community organisations will be met by support that is available nationwide, is efficient, offers excellent provision to all, promotes diversity and is sustainable. This will be done on a local, sub-regional and regional basis.
ChangeUp originally addressed six national ‘Hubs of Excellence’ to enable frontline organisations to fulfil their potential. These were:
At the local level, the Lewisham Local Infrastructural Development Plan (LIDP) has been written in response to the ChangeUp initiative. Based on consultation and research, 10 initial development programmes have been identified:
ChangeUp has synergy with community focussed strategies and policies adopted by Lewisham Council and Lewisham PCT. The initiative can potentially ‘add value’ and maximise investments by Lewisham Council and Lewisham PCT. Nationally, ChangeUp is managed by Capacity Builders, an agency at arms length to government. Please refer to the ChangeUp website (external link) for further information and the East London Network website (external link) for details of sub-regional initiatives and resources.
Further Information
For further information on ChangeUp please contact Brian Wagenbach on: 020 8698 6034 or e-mail: brian@valewisham.org.uk
The Community Accountancy Service at VAL provides a range of training in all areas of financial management and control for charities, social enterprises and voluntary sector organisations. Our courses include useful handouts and we are happy to give further support and advice to help you implement what your learn.
Training Courses
Essential Skills in Financial Management
This is a series of five half day courses that gives a thorough introduction to all aspects of managing your voluntary organisation's money. It is designed for beginners and those wanting to refresh their skills. Priority will be given to those booking all five courses.
The Essentials courses normally run in both the autumn and the spring. If no details are currently shown please check back later, or contact the Community Accountant for details of the next course.
