Free handbook for charity treasurers launched

15 Nov 2017 News

Kate Sayer, consultant at Sayer Vincent

The Honorary Treasurers Forum has published a new version of its Honorary Treasurer’s Handbook, to coincide with Trustees’ Week.

The Handbook, which was first produced ten years ago, offers advice, information and support for charity treasurers, finance directors and board members on how to strengthen their financial accountability.

The guide has been updated to account for the financial and governance changes which have been introduced in recent years, and as an online publication, it will be updated on an ongoing basis.

The Handbook was written by Kate Sayer, Judith Miller and Arlene Clapham of Sayer Vincent, and funded by the Worshipful Company of Management Consultants Charitable Fund. 

It includes:

  • Information on the treasurer’s role and how they should contribute to the charity
  • The nature of their relationships with other honorary officers, trustees, volunteers and staff
  • How to  recruit the right person
  • Resources and recommended reading

Speaking about the guide, Bruce Gordon, chair of the Honorary Treasurers Forum, said: “Many books and guides explain charity accounting, but they don’t cover all the aspects of an honorary treasurer’s role.

“The role of a treasurer can be highly diverse. They provide advice and support in many areas related to finance, but also serve as the go-between for the finance staff and the trustee board. They also might chair the finance committee or do the book keeping in smaller charities. 

“They need accounting knowledge, but also the skills and behaviours to work well with others. 

“We hope this handbook, with the fantastic content from Sayer Vincent, will help navigate through the ‘softer’ aspects of the role.”


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