Foundation Charity Finance

Risk Financial sustainability Accounting and reporting Tax and VAT

Wednesday 14 July 2021

This popular one day introductory course is aimed at people who are comfortable with finance matters, and concentrates on what is different in the world of charity finance.

What will the course cover?

The main sessions focus on accounting under the SORP and direct tax and VAT regimes. Other topics include the annual report, audit, fraud, investments and charity sector financials. This is predominately a taught day but with time for questions and discussion throughout. 

Charity participants will find it helpful to bring their annual report and accounts with them.

Who is this course aimed at?

  • Those new to charities but have some previous commercial or financial experience
  • Those who have worked in charities for a while but have no formal finance training
  • Treasurers, finance staff or chief executives who want an overview

When and where?

9.30-16.45, online

How to book

Please note any payments for events bookings are required to be made online. Book below - if you have any issues contact

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development. Contact your association for further information, or email

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.


Introduction: The Financial Framework


Financial Reporting 1: Accounts and Annual Report


Refreshment Break


Financial Reporting 2: Accounts and Annual Report


Financial Management 1: Investments


Lunch Break


Financial Managements 2: Audit and Controls


Tax 1: VAT


Refreshment Break


Tax 2: Direct tax and gift aid



Charities - Members£135.00
Charities - Non-members£175.00

This conference is kindly supported by