ONLINE TRAINING: Understanding the numbers: financial intelligence for trustees training

  • 1 day
  • Finance
  • Governance and trustees
  • Leadership
  • Online
As a trustee, an understanding of finance, financial management, corporate and management metrics and reporting is essential in carrying out your role and exercising “good” governance. This specially developed training course will provide you with increased confidence and greater ability to review and assess financial information, improving your ability to monitor resources, articulate impact and make better decisions.
Date: | 17 November 2021
Time: | 09.45-15.30

event details

By the end of the session, you will have:

  • identified the core financial documents that a charity must publish
  • an understanding of the ways in which 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 all trustees in relation to the finances of the charity
  

WHO SHOULD join this event?

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. 
 
We also have an eLearning course on the roles and duties of trustees which you can complete at own pace, at a time that suits you. Or an online training course on charity trustee induction and refresher course.  

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 colleagues.
 

How to book

To sign up, click the 'Register' button at the top of the page. This training will take place on Zoom. We will send out the Zoom link with the joining instructions before the session. 
 
Please bring copies of your own financial and management accounts, if possible.  

WOULD YOU LIKE TO RUN THIS TRAINING FOR YOUR ORGANISATION?

All of our training courses can be delivered online at a time and date that suits you. We can work with you to tailor our courses to match your needs. For more information please complete our online contact form

CONTACT US 

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


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.

Please make sure you select the correct pricing band. If this is incorrect when we cross-reference against our records, it will slow down the booking process. 

Pricing

Price
NCVO Member - under £50,000 £55.00
Non NCVO member - under £50,000 £78.00
NCVO Member - £50,000 -£100,000 £86.00
Non NCVO Member - £50,000 -£100,000 £125.00
NCVO member -£100,000 - £1m £138.00
Non NCVO member -£100,000 - £1m £198.00
NCVO member - £1m - £5m £218.00
Non NCVO member - £1m - £5m £314.00
NCVO member - over £5m £348.00
Non NCVO member - over £5m £497.00