Finance for trustees 1.11.2017

1 November 2017 Training London

Gain the knowledge and confidence to monitor and question financial information

This event is now sold-out! Please contact [email protected] to be added to the waiting list!

Alternatively we are also hosting this event on the following dates: 
25 April 2018: Book today 
19 July 2018: Book today

This one-day training course will provide you with knowledge and confidence to monitor and question financial information, and make major decisions jointly with others regarding financial planning and major expenditure for your charity. 

Download the brochure and booking form



01 November 2017

  • 10.00AM - 10.15AM
  • 10.15AM - 11.15AM
    Finance and accounts
    • Where does a charity get its money
    • What is so special about funds


    • What is a SORP
    • What's unusual in charity accounting
    • How to understand charity accounts
  • 11.15AM - 11.30AM
    Tea and coffee
    Tea and coffee
  • 11.30AM - 1.15PM
    Annual reports, budgets and performance measures and financial papers

    Annual reports:

    • What should be in them? 
    • Trustees' responsibilities

    Budgets and performance measures

    • Essential elements of a good budget
    • Importance of setting financial targets, trend analysis, risk assessment etc

    Financial papers to the board

    • What should they ideally contain?
    • What should trustees look for?
    • Crucial questions to ask
  • 1.15PM - 2.00PM
    Lunch and networking break
  • 2.00PM - 3.15PM
    Charity Tax and VAT made simple and investments

    Charity Tax and VAT made simple

    • A whistle stop tour for trustees of how tax affects charities
    • An explanation of Gift Aid


    • The board's responsibilities
    • Types of investments a charity can make
  • 3.15PM - 3.30PM
    Tea and coffee
    Tea and coffee
  • 3.30PM - 4.30PM
    Risk, audit and fraud
    • What do boards need to do about risk
    • The role and responsibilities of the auditor
    • The board's relationship with the auditor
    • Preventing and dealing with fraud

05 December 2017

  • 9.30AM - 10.00AM
    Registration and coffee
    Registration and coffee


  • Don Bawtree

    Partner , BDO LLP

    Don Bawtree heads up BDO’s charity unit and has specific responsibility for larger and national clients. His experience spans 20 years of working in the sector, with a particular focus on financial governance. Apart from lecturing, client and committee work, he is chair of the Auditing Practices Board committee, author of the Charity Finance Accounts Compliance Checklist, and (with Kate Kirkland) Tottel’s Charity Administration, and on the advisory board of Governance magazine.

Terms & Conditions

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).


Vicky Joynson

Governance Manager

World Vision

There was a high calibre of participants at the course and their willingness to interact both in the seminar and outside added to the day

James Slater


Wycliffe College

A good blend of real expertise with informality which encouraged participation by delegates and made the event educational and enjoyable

Margaret Rose

Vice Chair Trustees

Urban Saints

An enjoyable day and a challenge to work towards excellence on behalf of my organisation



55 Baker Street



(prices exc VAT)

Governance & Leadership subscriber - £195
Standard rate - £235
Non-charity Governance & Leadership subscriber- £300
Non-charity delegate- £400

For group bookings email [email protected] or call 020 7819 1208

We use cookies to ensure that we give you the best experience on our website. Read our policy here.