Finance for Non-Finance Managers - London

Accounting and reporting Governance, regulation and compliance

Friday 7 June 2019

RSM - London
25 Farringdon Street
LONDON
London EC4A 4AB

This course will explain charity finances to those from a non-financial background. By the end of the day participants will have more understanding and greater confidence when working with budgets and accounts.

The day will include:

  • The background charity accounting including funds, reserves and legal requirements
  • The difference between statutory and management accounts
  • How to interpret accounts (practical examples)
  • Teach managers how to prepare a budget and consider cash flow implications
  • How to use management accounts and monitor performance
  • An introduction to controls and managing risk

 

Who should attend?

Managers new to budget-holding, fundraisers and project managers in charities.

 

 
Programme
10.00

Registration and refreshments

10.15

An introduction to charity accounts and reporting

Starting with a quick quiz to see how much you already know, this
session will give a good understanding on how to read charity
accounts and the basic underlying principles.
The session will also cover the reporting requirements for charities.

11.30

Break

11.45

Budgeting and financial planning

This session will cover how to develop budgets and how to
undertake forecasting to help estimate future cash flows.

13.15

Lunch

13.45

Management accounts and monitoring financial performance

This session will provide the insights into the pains, traps, and risks
of Excel management, and explore the benefits of using a system to
manage the planning and budgeting process.

14.45

Break

15.00

Internal controls and the role of external audit

This session will look at how the audit process works, what
information you may be required to produce for the audit and other
oversight such as grant audits and internal controls.

16.15

Summary and final questions

16.30

Close

Prices
Charities - Members£135.00
Charities - Non-members£170.00
Community Leisure UK - Members£135.00
Community Leisure UK - members£135.00
HTN - members£135.00

In partnership with