Finance for Trustees

Wednesday 31 January 2024

Online event

All trustees must take steps to ensure that their charitable organisations money is appropriately used and accounted for. Even though most charities will have a dedicated financial expert to manage the day-to-day finances, every trustee shares responsibility for overseeing that organisation's compliance and success. 


Why should I attend?

This half-day session will provide all current and aspiring trustees with the legal "musts" and best practice "shoulds" on how to fulfill the role for a charitable organisation. From mandatory compliance, getting the most out of your reports and accounts, and identifying and managing risk factors, this session has been designed to help anyone who has the goal of being a successful trustee. 


When and where?

  • 09:30am – 12:45pm
  • Online training via Zoom - Joining instructions will be shared one week before the event day

Who should come along to this event?

This event is designed for current and future/aspiring trustees and board members.


How do I book?

Book below - if you have any issues contact

Please note any payments for events bookings are required to be made online. 


About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with three hours of CPD. For more details contact your association or email


Naziar Hashemi, Partner, Head of Social Purpose & Non Profit Organisations, Crowe UK

Guy Biggin, Partner, Social Purpose and Non Profits, Crowe UK

Nicola May, Partner, Social Purpose and Non Profits, Crowe UK

Simon Hughes, Director, Non Profits, Crowe UK

09:30 – 09:35


09:35 – 10:15

Accounting and reporting – what trustees should know

From a trustee's perspective, the information provided in the accounts and reports needs to give you a clear picture of the organisation's activities and financial position, and an overabundance of unclear information can hinder trustee decision-making just as much as an incomplete report. 

This session will provide you with insights into what makes a great report, and how to utilise that information to enable the smooth running of your organisation.

Guy Biggin, Partner, Social Purpose and Non Profits, Crowe

10:20 – 11:00

Financial information and audit process

Audits not only allow you to foster trust with stakeholders and beneficiaries, but they also ensure that your organisation operates with responsible governance and within the confines of the law.

This session will cover what trustees should, and need to know about their organisation's finances and audit processes. This in turn will help you maintain transparent and robust financial health, for sustained and compliant success.

Nicola May, Partner, Social Purpose and Non Profits, Crowe

11:00 – 11:15


11:15 – 12:45

Financial risk and trustee duties and responsibilities

Charity trustees have the ultimate responsibility of ensuring good governance in their organisation.  To achieve that, the board and trustees must adhere to duties and responsibilities as set out by the law and the Charity Commission.

This session will cover the risks associated with the financial and legal responsibilities of being a trustee, and assist you with the identification, circumvention, and management of potential risks to ensure the smooth sailing of your organisation.

Naziar Hashemi, Partner, Head of Social Purpose & Non Profit Organisations, Crowe

Simon Hughes, Director, Non Profits, Crowe 

12:45 – 12:50

Chair’s summary and close of the session

Charities - Members£85.00
Charities - Non-members£120.00