Finance for Trustees 21 Oct

21 October 2021

Gain the knowledge and confidence to monitor and question financial information.

We know how important it is for trustees and charity leaders to keep up-to-date with regulations and governance guidelines, particularly during challenging times. We are therefore delighted to announce that this training course will be taking place online. 

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. 

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Introductions and charity sector background
• What is a SORP?
• What’s unusual in charity accounting?
• How to understand charity accounts
Refreshment break
Annual reporting – public benefit and reserves
• What should be in annual reports?
• Trustees’ responsibilities
Lunch break
Budgets & Financial information for trustees
• Essential elements of a good budget
• Importance of setting financial targets,
trend analysis, risk assessment etc
• A whistle stop tour for trustees of how tax affects charities
Audit and investments
• The role and responsibilities of the auditor
• The board’s relationship with the auditor
• Types of investments a charity can make
Refreshment break
Risk and fraud
• What do boards need to do about risk?
• Preventing and dealing with fraud


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




(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]

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. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  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).