Essential Charity Finance for Trustees - London- CANCELLED

Tuesday, 13 Jun 2017, 09:00 - 15:30


This course explores the key issues trustees need to consider in the current climate and will take an in-depth look at some of the areas that underpin the health of every charity, providing trustees with useful information, tools and techniques. The training will cover:

  • The key responsibilities of trustees in relation to effective financial management
  • The legal framework and responsibilities
  • Financial planning
  • Top tips for financial policies
  • Charities SORP
  • Measuring charity performance

Who should attend?

Trustees new to the sector and trustees who want a reminder or their duties or wanting to update their knowledge and improve performance.

This course is run in association with MHA MacIntyre Hudson.

 MHA MacIntyre Hudson


9.00 - 09.30

Registration and refreshments

              9.30 - 10.00

Introduction and welcome

This session will outline the essential principles of effective financial management in charities, and highlight the key 'charity finance' terms with which trustees should be familiar.

10.00 - 11.00

The Law

We will look at the legal framework for charities in the UK and the role of the main regulators, and outline the legal responsibilities for trustees from a charity perspective. We will provide an overview of the accounting, reporting and external scrutiny requirements for charities, and end with a high level introduction to the taxation regime for charities.

11.00 - 11.15

Refreshment break

11.15 - 12.30

Financial strategy and governance

This session will explore the trustees' role in financial planning and setting financial strategy. We will look at the opportunities for and challenges of - delegation to sub-committees and to charity staff/volunteers, and provide guidance on how trustees can best balance delegation with the need to retain effective oversight at the right level. We will finish by considering the questions you should be asking and how you, as trustees, will know that you are competent and doing a 'good job'.

12.30 - 13.00


13.00 - 13.45

Policies and information

This session will highlight the main financial policies that trustees need to put in place, with 'top tips' for ensuring that they are fit for purpose. What other reports and information do trustees need to fulfil their financial roles and responsibilities? We will look at some examples, before moving on to consider how trustees can mitigate against key risks, fraud and mis-management.

13.45 - 15.15

(to include short refreshment break)

Accountability and reporting

We will give a brief introduction to the Charities SORP, particularly in the context of how it can be used to enhance the accountability of trustees and their charity to various 'stakeholders'. We will consider the role that trustees should play in financial reporting, and ask what good financial reporting looks like. This will include thoughts on measuring charity performance and considering how trustees can best demonstrate their charity's 'impact'.

We will move on to think about the key external relationships trustees have, including our observations on how - in our view as charity auditors and examiners - trustees can best interact with their external 'scrutineers' to gain the most from this relationship. Finally we will consider additional responsibilities trustees have in relation to reports to other third parties.

            15.15 - 15.30




Venue Details


MHA MacIntyre Hudson, New Bridge Street House 30-34 New Bridge Street, LONDON, EC4V 6BJ

View Larger Map

Bookings & Prices


  • CFG Charity Member - £128.00;
  • Non CFG Member Charity - £158.00;

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

Download calendar entry

  • Email
  • Twitter
  • Facebook
  • Linkedin

© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
A Company Limited by Guarantee. Registered in England No. 3182826, Registered Charity No. 1054914, Registered VAT No. 945 6038 09.