SAGE FOUNDATION course: Understanding the numbers: financial intelligence for trustees

  • 1 day
  • Governance and trustees
  • Online
  • Finance
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


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. 


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 your free place' 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.  


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


This course is sponsored by Sage Foundation. Sage Foundation is committed to knocking down barriers so that everyone can thrive. We give time, technology, expertise and investment to impact our communities.
Sage Foundation NPO Success helps non-profit leaders to manage their organisations, reduce inefficient processes and increase their understanding of financial management by providing discounted product subscriptions along with free tools, resources and training.

There is no cost to your organisation for this course. However, if you are unable to attend please let us know so that we can offer your place to someone else.

By signing up to a course, you are agreeing to NCVO sharing your registration, attendance and evaluation data with Sage Foundation in line with their privacy note. For more details, please visit NCVO's privacy policy.


This event is free for NCVO members. There may be a charge to attend if you are a non-member. Please check the event overview or click the 'BOOK YOUR FREE PLACE' button for more details.