Finance, Finance & law

An Introduction to Trustee Finance Duties - 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 Trustees and leaders of small charities. Being a Trustee is one of the most rewarding roles there is and while leading with financial confidence is one of our key jobs no-one comes to it fully formed. In this session we will introduce the five core finance duties outlined in the Charity Commission’s guidance Managing Charity Finance. We will clarify our core finance duties, introduce key questions to ask and signpost to useful tools to help you build your financial confidence.

Who should attend?

All Trustees of small charities who are looking for an overview of their core finance duties. Also suitable for those supporting Trustees to fulfil their finance duties.

Outcomes

  • Understand the five core finance duties for charity trustees
  • Know what questions to ask when assessing financial risk and compliance
  • Know where to look for guidance and support when fulfilling finance duties

What will it cover?

  • An overview of the five core finance duties for charity trustees
  • How to build financial compliance and resilience within your charity
  • Practical steps to effectively oversee financial management and mitigate risks

 

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 - 17:451 Jul 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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