Finance for decision making - London

Thursday, 4 May 2017, 09:45 - 17:00


Management accounts, budgets, forecasts, unit costs, full costs, marginal costs, cashflow – lots of different ways to think about your finances, but which tool should you use and when? This course will look at different finance tools and when you should use them for the decisions you face when running your charity. This session will cover:

  • Costs and when they are relevant to a decision
  • How to assemble the right information for new ventures, growth and expansion
  • Financial information for decisions about investment in income generation
  • Planning ahead and particularly in time of uncertainty

Who should attend?

  • Charity finance professionals who want to develop their skills as business partners
  • Operational managers who have to manage budgets and make decisions
  • Fundraising managers leading new initiatives

*Please note this course is for registered charities only*

This course is delivered in association with Sayer Vincent. 



Registration and refreshments


Pricing vs costing

First understand your costs, then consider different pricing strategies such as marginal costing or full cost recovery.


Refreshment break


New ventures

Choosing the right financial information for decisions in situations of growth and managing risk in different business models.




Investment in income generation

Putting together a business case for investment considering profitability, cashflow, return on investment and portfolio analysis.


Refreshment break


Uncertain futures

Finance for decision-making when the future is uncertain – scenario planning and sensitivity analysis to integrate risk assessment.


Summary and final questions



Venue Details


Shelter, 4 Garrett Street, LONDON, EC1Y 0TY

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Bookings & Prices


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

Please kindly note that any last minute bookings with specific dietary requirements may not be met.

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.

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