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Charity financial management – Financial safeguards

New course dates coming soon. To be added to the waitlist of a course or webinar please click here

Delivered through the medium of English


This course provides an overview of the responsibilities held by managers or trustees with specific involvement in voluntary sector financial administration and how to protect your organisation from financial loss or misuse.


How confident are you that your financial controls and policies are thorough, robust, and appropriate? Over the past few years, charities have received extensive media coverage for their financial slip-ups, but what can we learn from the mistakes of others? 

All charities require effective financial policies and procedures to enable staff and volunteers to work safely and effectively and reduce the risk of mismanagement or misuse of funds.  

This course will give you the opportunity to learn what can and has gone wrong elsewhere so you can review your current practices and establish good practice. 

Learning outcomes

Part 1
By the end of the course you will be able to: 

  •  Give examples of the financial problems that can arise. 
  • Explain the procedures required for adequate and appropriate financial controls within charities. 
  • Provide examples of good practice in relation to financial controls. 

 Part 2
By the end of the course you will be able to: 

  • Understand legislative factors impacting on financial controls and policies 
  • State the policies that should be in place for effective financial management of a charity. 
  • Review existing policies against an organisational policy framework 

Who this course is for

This course will be beneficial to any trustee, director, or finance worker of a voluntary organisation.

About the trainer

Shirley David BA Hon., Dip HE, MILM is a management consultant and trainer working exclusively in the voluntary sector.  Following diverse management experience in both civil service and finance sectors she managed a hospice at home service before launching Business & Employment Support & Training in 1998.  B.E.S.T works with registered charities and voluntary organisations across Wales to provide training and consultancy services focusing mainly on finance, and governance issues.   

 Consultancy projects have included finance reviews, project evaluations, independent examination of accounts and one-to-one mentoring.  Shirley David is also a registered QuickBooks Proadvisor. 

 Training courses regularly delivered to the sector include Charity Financial Management, SORP Accounting, Basic Bookkeeping, Finance and Risk Management, Trustee/Governance Training.   

 Shirley has volunteered in a number of roles throughout her adult life, including as a trustee with Pembrokeshire Association of Voluntary Services and Pembrokeshire Sibling Group, children’s worker with a local church, and as a deafblind guide with Sense.   

 Shirley is also a registered Trainee Sign Language Interpreter and has delivered training, and consultancy support, to a number of D/deaf organisations e.g. ABSLTA, Deaf Access Cymru, British Deaf Association.  She is currently involved with the Sign and Share club in Pembrokeshire raising grant income and organising trips and events.

Course requirements

To ensure you have the best experience on our courses we ask the following of you;

  • Commit to attend the full duration of the training
  • Test your access to Zoom
  • Training will commence promptly, please arrive 10 minutes prior to the start time, as late arrivals may not admitted
  • Our courses are interactive and engaging and we request where possible, that all learners have camera’s on and participate via microphone and chat facilities
  • Let us know upon booking if you have any specific requirements ie BSL interpreters
  • Joining instructions and resources will be blind copied from, please check your Junk Email folder if you have not received them a week prior (any problems let us know)
  • If you are unable to attend please email (see our cancellation policy)

To be added to the waitlist of a course or webinar please click here

All our courses can be delivered bespoke and tailored to meet your organisation’s needs. Please complete our bespoke training request form and a member of our team will be in touch.

For any other enquiries please email You can sign up to our mailing list to receive weekly/monthly updates.

MAXIMUM of two places per organisation
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