Financial intelligence for trustees

  • 1 day
  • Finance
  • Governance and trustees
  • Leadership
  • Funding and income
To carry out your role as a charity leader or trustee effectively, it’s essential that you have a sound understanding of finance, financial management, corporate and management metrics and reporting. This introductory session provides an overview in how to review and assess financial information. It will also improve your ability to monitor resources, articulate impact and make better financial decisions.


By the end of the day you will have:

  • identified the core financial documents that a charity must publish
  • an understanding of the way accounts are presented
  • explored the key reporting areas of financial management and control
  • been given tips for reading management accounts
  • an understanding of the role and responsibilities of a treasurer and the role of all trustees in relation to the finances of the charity.

Who should attend?

People who are new to governance and trusteeship
Trustees who feel they would benefit from a better understanding of their charity's finances and accounts. 
Existing trustees and senior staff who need a refresher session. 

"a great introduction – I feel much more confident now"
 "timely as I've just joined the audit committee and now I know what is important"
 "my responsibilities are much clearer"
 "really helped demystify the terms"

Who runs it?

Howard Exton Smith has over 20 years experience as a consultant, facilitator and coach specialising in personal and organisational development, governance and performance improvement.

 His sessions are practical, giving participants exercises to bring out certain issues rather than just tell them. His background in general management and as a former chair and trustee enables him to demystify the language, build your confidence and encourage you to form good, cooperative relationships with your finance people.


The training will run from 09.30 until 16.30.

Would you like to run this training for your organisation?

All of our training courses can be delivered at your premises at a time and date that suits you. We can work with you to tailor our courses to match your needs. Often if you have four or more learners, in house training may be more cost effective. For more information please complete our online contact form.

Contact us 

Email or phone (020 7520 2587) the training team with any questions or queries you may have on our training courses.

Trusted Charity

Have you considered applying for NCVO’s Trusted Charity Mark award? Trusted Charity is a quality standard specifically for charities and is designed to help organisations run more effectively and efficiently. Trusted Charity’s 11 quality areas cover all aspects of what an organisation needs in order to be able to operate to a high standard. The Trusted Charity journey will help you feel confident about your governance practices, systems and procedures. Having the Trusted Charity Mark allows you to show others that they can put their trust in you. Achieving the award also gives funders a clear indication of the quality of your work and can help you successfully bid for public sector contracts.
Click here to find out how to start your Trusted Charity journey ensuring confidence in your charity today. Read more about the Trusted Charity Mark here.


Our pricing structure is based on your organisation’s gross annual income. NCVO members also receive a 30% discount off training prices. Organisations with a gross annual income of less than £30k can join NCVO for free and will then qualify for the discount.

Below £5 million £5 million or above
NCVO member £204.00 £362.00
Non-NCVO member £291.00 £517.00