Online Training: Financial Resilience For Trustees (1)

Trustees are jointly and severally liable for the financial resilience of their organisation. With increasing demands on services, precarious income streams and financial uncertainty being the norm for many charities, it can be difficult to have full confidence in our financial governance and financial decision making. This one day training course will revisit the core finance duties of a charity trustee and explore what it means to lead a financially compliant and financially resilient charity.

By the end of the training, you will:

• Understand what good financial governance looks like
• Know how to check your charity’s financial compliance
• Have a basic understanding of how to assess your charity’s financial position
• Be better able to lead your charity through financial uncertainty

Who should attend?

This training will suit any new trustee wishing to gain an introduction to charity financial governance, experienced trustees wishing to revisit their fiduciary duties and also be relevant to organisational leaders wishing to support their boards to fulfil their fiduciary duties. This course is intended for leadership development purposes and should not be used as a substitute for professional financial advice.

Who runs in?

Liz Pepler MIAB FRSA is a charity finance and governance specialist with over 20 years experience of leading and governing charities. Liz has supported charities through stability, growth and difficulty. She is Treasurer Trustee of the Association of Chairs and Director of Embrace Finance.

Timings?

This training will take place on Zoom. We will send out the Zoom link with the joining instructions before the session. The training will run from 10.00 until 15.00 with short breaks and a longer lunch break.

Pricing?

Our pricing structure is based on your organisation’s gross annual income. NCVO members also receive a 30% discount off training prices. Organisations with a gross annual income of less than £30,000 can join NCVO for free and will then qualify for the discount.

• NCVO Member - under £50,000: £50
• Non NCVO member - under £50,000: £78
• NCVO Member - £50,000 -£100,000: £86
• Non NCVO Member - £50,000 -£100,000: £125
• NCVO member -£100,000 - £1m: £138
• Non NCVO member -£100,000 - £1m: £198
• NCVO member over £1m: £218
• Non NCVO member over £1m: £314