Finance, Finance & law

Introduction to Charity Finance - Online Course

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

About

Join us for a 75-minute online session designed specifically for small charities, where we’ll explore how to manage the finances so that we are compliant, resilient and leading with financial confidence. Finance doesn’t have to be a mystery. In fact, we have just three jobs:

  • Getting on top of the recording so that we know what the numbers are
  • Getting on top of the reporting so that we know what the numbers mean, and
  • Getting on top of the financial decision making to lead with financial confidence

In this friendly and practical session, we introduce the finance cycle and how to record and report financial information for purposeful, resilient financial decision making. You don’t need to be a finance expert to build a financially resilient charity—you just need a clear understanding of the essentials.

Who should attend?

Everyone who wants to understand what it means to lead and manage a financially compliant and resilient charity.

Outcomes

  • Understand the core financial tasks for small charities and how to get on top of and stay on top of the recording, reporting, and decision-making
  • Recognise what “good” financial management looks like for a small charity
  • Identify actionable steps to improve financial resilience

What will it cover?

  • The finance cycle and the tools you need to stay on top of your numbers
  • The financial reports that support good financial decision-making
  • Why being in control, being intentional and being strategic matters
  • 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 - 17:453 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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