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.


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 attend?

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.

This course is intended for leadership development purposes and should not be used as a substitute for professional financial advice.
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. If you support boards our supporting good governance course may be for you.


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.


This training will take place on Zoom. To sign up, click the 'book' button at the top of the page. We will send out the Zoom link with the joining instructions before the session. 

The training will run from 09.45 until 15.15 with short breaks and a longer lunch break.

Please bring copies of your own financial and management accounts, if possible.  


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


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. 


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 over £1m £218.00
Non NCVO member over £1m £314.00