Want to improve your knowledge of charity finance? Age UK’s Financial Governance Team are running a webinar for non-finance staff and managers, and trustees with a non–finance background.
A quick reminder that, following two successful pilot events, Age UK’s Financial Governance Team have organised a new series of webinars for all Partner colleagues who want to improve their charity finance understanding. All non-finance staff and managers, and trustees with a non–finance background are welcome to attend. Find out how to book your place below.
Charity Finance for Non-Finance Managers and Trustees – What are the essentials you need to know?
Age UK’s Financial Governance Team recognises that not everyone who works for or volunteers at a charity necessarily has an understanding of, or grounding in, charity finance. To that end, having run two very successful pilot events, the team is scheduling a series of briefing sessions delivered online, lasting just one hour to include an opportunity for questions. Some will take place during working hours but, recognising that not all trustees are available during the day, we have scheduled some sessions to be delivered in the evening.
These sessions will explain charity finances at a headline level for those from a non-financial background. You will learn why an understanding of financial governance and management is important for both trustees and staff; understanding different types of funds and income; primary financial statements; budgets and cashflows; monitoring and reporting, and more.
Who should attend?
These sessions are open to all Partner colleagues who want to improve their understanding of charity finance, in particular, all non-finance staff and managers, and trustees with a non-finance background. So please do share this with colleagues – staff and trustees – who you feel would be interested in attending, and encourage them to do so.
Feedback from the pilot sessions has been extremely positive. One attendee said:
‘This has been reassuring and pitched at the level I needed. I’m a new trustee and when I read the finance papers, I just see numbers and find it quite overwhelming. Our CFO is great at explaining but this has been super helpful’.
Another attendee reported:
‘Thanks so much. This has been really accessible, and very very useful. Would absolutely recommend to colleagues.’
When are these sessions taking place?
- Wednesday 27 September – 12:00 to 13:00
- Thursday 19 October – 19:00 to 20:00 (evening session)
- Tuesday 14 November – 12:00 to 13:00
- Thursday 25 January 2024 – 12:00 to 13:00
- Wednesday 14 February – 19:00 to 20:00 (evening session)
- Thursday 21 March – 12:00 to 13:00
When, where, and how to book your place
The sessions will be delivered online through Microsoft Teams. Registration will be via Microsoft Forms and below are the links for the first two sessions – September and October. We will circulate registration links for the November and January sessions during October, and for the February and March sessions at the beginning of January.
Please note we will not be recording these sessions and places are limited. We will confirm your place asap after receiving the completed registration form.
Click below to book your place at one of the first two sessions:
You will see a brief confirmation on screen once you have submitted your registration form. You will not receive a confirmation email. So, please fill in the form using the relevant link, ensuring your contact details are correct, book out the time in your diary and watch out for further information via the email address supplied.
If you would like any further information or guidance on this or other Financial Governance related matters, please do not hesitate to contact a member of the team David Chenery or John Fox.