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Charity financial management – Financial safeguards

Categories: Bespoke, Governance & safeguarding,

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

2 x 3 hour sessions / online

Aims

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.

Content

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 – please read before booking

What we ask of you:

  • Attend the full duration of the training.
  • Test your Zoom access before attending.
  • Arrive 5-10 minutes early – late arrivals may not be admitted.
  • Keep your camera on and participate via microphone/chat where possible.
  • Let us know at the time of booking if you have any access requirements (e.g. BSL interpreter).
  • Enable notifications from LUMA to receive joining instructions and resources.
  • If you can’t attend, please email bookings@wcva.cymru (see our cancellation policy).

MAXIMUM of two places per organisation

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