Charity Finance Banking Survey 2024

The questionnaire is now open for responses. Share your views by 28th February to receive a free copy of the published survey report and one lucky person will also win a £100 John Lewis voucher.


Reserves Policy Training - March 2023

28 March 2023

Learn how to develop a reserves policy for your charity.

This half-day online course has been designed to help charity finance professionals develop a reserves policy that meets the requirements of the Charity Commission and SORP but which is also focused on financial risk and forms an integral part of the charity’s financial strategy.   



  • Jonathan Orchard

    Partner , Sayer Vincent LLP

    Jonathan is a partner at Sayer Vincent, specialist advisors to the charity and not-for-profit sector. He combines a board portfolio of audit clients with a particular specialism on the international development sector. Prior to returning to Sayer Vincent in 2013 he worked with many of the leading international NGOs providing internal audit and risk management support. He advises charities on the benefits of improved risk management, internal controls and the value that can be added by internal audit. He has been a trustee for the last 10 years – currently with INTRAC where he is treasurer and chair the finance and audit committee.


  • Why reserves are needed
  • Charity Commission expectations/definitions
  • What to disclose
  • Relationship between reserves and working capital
Developing a compliant reserves policy
Interactive case study and feedback
Common approaches to reserves policies
A critical appraisal of how many charities approach reserves policies (with real life examples)
An alternative risk focussed approach
  • Understanding financial risk
  • Which risks can reserves be expected to manage and which not
How to develop a smart reserves policy
Interactive case study and feedback
How to use your reserves policy


Robert Moore

Against Breast Cancer

The reserves policy training was eye opening and very useful, especially for someone new to the charity sector. Well worth the time

Kristie Effemey

Momentum Children’s Charity

It was great to be put into teams and do some scenario planning, it really helped to gain an understanding of how we might apply the knowledge learned from the course, into our real-life scenarios

Alison Gray


Very useful training, which made me think more creatively about our reserves policy and moving on from a 'status quo' approach



(prices exc VAT)

Charity Finance subscriber - £119

Standard charity rate - £159

Corporate Charity Finance subscriber - £300

Corporate 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).