Finance for Non-Finance Managers - Bristol

Thursday 6 December 2018

Saffery Champness
St Catherine's Court
Berkeley Place
Clifton BS8 1BQ

This event is fully booked.

This course will explain charity finance for 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.

This session will cover:

  • Overview of differing legal structures and annual reporting requirements 
  • Record keeping - including overview of different fund types and look at example cashbook and importance of fund/ project tracking. Discuss how this works in practice with computerised packages
  • Group session around what constitutes best practice management account content and review what management might like to see v trustees at board meetings
  • Interpretation of accounts – overview of cash basis v accruals basis followed by example accounts exercise, group discussion and then key pointers/ things to look for – revenue recognition, cut-off principles etc.
  • Budgets/ forecasting – overview of how to create and examples of excel-based budgeting

Who should attend?
Managers new to budget holding, fundraisers and project managers in charities.

*Please note this course is for non-profit organisations only*


In partnership with