Managing My Charity’s Finances

Quorum Training

Course

In City of London

£ 445 + VAT

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Description

  • Type

    Workshop

  • Location

    City of london

  • Class hours

    6h

  • Duration

    1 Day

  • Start date

    Different dates available

Understanding how to comply withe financial rules

This course is designed to give trustees and those with responsibilities for charities a good understanding of what finance based information is needed to comply with financial management obligations relating to charities, under charity law and Company law where applicable.

When preparing, presenting and using finance based information it is important to know the legal and regulatory requirements as required by the Charities Commission and under the charities’ SORP, as well as what good practice policies exist in the not-for-profit sector. Concepts like full-cost recovery, project budgets, donor reporting, public benefit reporting will be covered in this introductory session.

Facilities

Location

Start date

City of London (London)
See map
138-142 Holborn, EC1N 2NQ

Start date

Different dates availableEnrolment now open
Different dates availableEnrolment now open

About this course

Charity Trustees responsible for presenting charity financial statements, staff working in the finance areas, new to charity accounts and others who may be involved in providing information for, or using charity accounts.

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Subjects

  • IT Law
  • Public
  • Charity
  • Decision Making
  • Accounting
  • Performance
  • Finance
  • Financial
  • Law
  • Accountancy
  • Financial Training
  • Key Performance Indicators
  • Board Decision Making

Teachers and trainers (1)

Jacqueline Williams

Jacqueline Williams

Teacher

Jacqueline is a freelance consultancy/trainer working in the private and charity sector. Her areas of speciality are governance, financial management and strategy. Jacqueline is a qualified accountant (Fellow of the Chartered Institute of Management Accountants) with extensive experience in audit- external and internal audit, compliance and special investigations.

Course programme

  • Introduction – the basic regulatory and Charity Commission requirements
  • Charities – accounting books and records, basic financial controls and supporting information
  • Developing strategic finance based Key Performance Indicators
  • Practical management reports for Board decision-making
  • Costing charitable events, projects and activities – full cost recovery
  • Charities and future planning – developing and reporting on reserves
  • Accounting for restricted income, reporting to donors and funders
  • Key aspects of the Trustees’ Annual report – risk statement, public benefit etc
  • Accounting policies and other disclosures

See related categories

Managing My Charity’s Finances

£ 445 + VAT

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