This training session has been postponed. If you would like advice on a similar topic or to request a bespoke session, please email [email protected] .

Steve Place (CAN's Senior Advisor) will lead this session, helping to ensure that you are looking after the money of your charity or group. We all know, that managing money for others can feel pressured, but Steve will help you navigate some important processes and good practice to ensure you feel comfortable in the role.

What will you achieve?

  • Better awareness of why good financial management is important
  • Understand what basic financial housekeeping your organisation should be doing
  • Understand what you legally have to do
  • Be able to decide how best to keep your accounts and write reports
  • Feel more confident in setting a budget and using it

What does the course cover?

  • Financial management – what is it and why we need it
  • How to keep accounts
  • Financial reports (for committees and annual reports)
  • Financial rules and reporting for charities
  • Good financial housekeeping
  • Preparing budgets to help with money planning and applications

Who is the course for?

  • Treasurers, committee members and staff who want to understand how best to keep accounts, how to present financial reports and generally look after your money
  • This is a beginners/introductory course and will be jargon free (or at least telling you what the jargon means!)
  • Voluntary/community groups and charities operating in Bournemouth, Christchurch, Poole or wider Dorset
  • Spare places may be available to others at a higher rate - please enquire via [email protected]

Sorry, this event is now sold out.