This event is now over and took place on Mon 05 Nov 2012

Event Summary

An event run in partnership between OnBoard and The Centre for Strategy and Communication.

Facilitator: Jan Burnell, lead trainer for the Centre on Finance Skills

“I don’t know much about finance – I leave that to the Treasurer”

Many charity trustees believe that the finances of their charity are something they can leave to someone else to worry about – the Treasurer, the Finance Director or the Auditor. But the reality is that each and every trustee is personally and severally responsible for ensuring the financial probity of their organisation – it’s not something you can delegate to someone else!

This two hour session will give trustees an outline of the key elements they need to understand and monitor. We will look at a basic set of charity accounts and learn how to unpick the key points. We will cover the essential elements of the Charities SORP: restricted income and expenditure, recognising the costs of generating funds, restricted, designated and general reserves. We will also look at a balance sheet to understand how to interpret and challenge it. Finally we will examine a set of management accounts and learn how to use these to check that all is going to plan in the charity’s finances.

Come with those financial questions you have always wanted to ask. Participants are encouraged to bring copies of their charity’s accounts with them.

What delegates said about Essential Finance for Trustees, July 2012:

“Very informative and well-planned. Jan was excellent – really knowledgeable with great presenting skills”

“Absolutely excellent. Good presentation in plain language”

The price is inclusive of VAT. Please fill in your details below to book your place and pay by card. For any payment queries, please email

Cancellation Policy
If you are not able to attend the event, a substitute can be sent in your place at no extra charge.
Cancellations made at least 21 days before the event date are fully refundable.
A cancellation made less than 21 days and more than 7 days in advance of the event will incur an administration fee of £25, deductible from your refund.
Cancellations made within 7 days of an event are non-refundable. Please note that you are liable for the full amount if you do not attend the event without prior notice.




The Centre for Strategy and Communication

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