Finance for Non-Finance Managers

Finance for Non-Finance Managers (Pt 1) - Understanding Accounts



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This two-part course is for people working in small charities with little or no previous financial experience, but who have financial responsibilities in their charities and need to understand and interpret financial information. It would especially suit Charity Directors, staff and trustees.

The course will teach the basics of budgets, your financial obligations, cash surplus and to understand how finance and finance reporting works.

The course will cover:

  • Key finance terminology
  • The key financial, legal and operational information needed as part of financial reporting
  • How to interpret their organisation's financial documents
  • How to present a budget and balance sheet

This course will be delivered over two half-day sessions. Each session will have a different focus and attendees are expected to attend both:

5 May 2016, 9.30am – 12.30am – Understanding Accounts: Learn how to look through your organisation’s accounts and balance sheets with confidence - understand what the terminology means, who they are for, and what they could tell a funder about your charity.

19 May 2016, 9.30am – 12.30am – Internal reporting – Learn to present management information to managers or trustees in a useful and effective way and understand what should be included in a budget and why.

Please book a place for both sessions. Further details on Finance for Non-Finance Manager (Pt 2) can be found here