Finance, Finance & law

An Introduction to Reserves - Online Course

Part of the The Embrace Finance Academy Foundations 9-session course.

About

We warmly invite you to join us for a 75-minute online session tailored specifically for small charities. We will introduce the concept of reserves and explore why they are crucial for our financial resilience. We will cover what is required of us by the Charity Commission, how to calculate what we actually have, how to determine how much we need and what a good policy looks like. We’ll also discuss why reserves are essential for financial stability and what to do when building reserves is a challenge. This session is perfect for leaders looking to build longer term financial resilience.

Who should attend?

Everyone who wants to understand how to formulate a simple reserves policy and strengthen its financial resilience.

Outcomes

  • Calculate an appropriate level of reserves for their charity
  • Write a clear and effective reserves policy
  • Understand why reserves are vital for financial resilience and explore options when building reserves isn’t immediately possible

What will it cover?

  • How to calculate and set a target amount for your charity’s reserves
  • How to write a clear and effective reserves policy for your organization
  • Why reserves are key to charity resilience and what to do when you can’t build them
  • Top tips and common pitfalls to avoid

 

Book your space and access an exclusive 15% off on DSC publications 

This session is part of The Embrace Finance Academy Foundations Programme.

Training schedule

75 minute session - 16:30 - 17:4526 Jun 2025

Booking options

Band A

Band A

Voluntary and community organisations with a turnover of up to £500,000.
£30.00
Band B

Band B

Voluntary and community organisations with a turnover of over £500,000.
£30.00
Band C

Band C

Statutory and commercial organisations.
£50.00

Delegate information


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