Finance Made Easy

This half day course is designed for new treasurers, general trustees and management committee members or staff who work in smaller organisations to understand the basics of how to manage the finances within a voluntary or community organisation. It covers all the essential issues ranging from drawing up a budget to ensuring that the organisation has sound financial procedures.

We’ll cover:

  • Components of good financial management
  • How to draw up a budget and monitor this throughout the year
  • How to develop and monitor a cash flow forecast
  • Full cost recovery
  • Building up reserves
  • Producing the annual accounts
  • Developing simple but effective financial procedures
  • Typical financial issues that occur in VCS organisations

Benefits to you
After attending this course you’ll understand the financial responsibilities of treasurers, trustees or management
committee members. You’ll also be confident in drawing up a simple budget and cash flow forecast and you’ll be familiar with a few of the technical issues of managing finance such as “restricted” and “unrestricted” funding, “revenue” and “capital” income and expenditure.


Delegate feedback from last course:

“Excellent training. Thank you. Fabulous training & so helpful.”

“As a newcomer to the charity sector, this course has been invaluable.”

“The course was well paced and very informative – it was just at the right level.”

Course Location

Uttlesford CVS
45 Stortford Road,
Great Dunmow,

Location Notes

No parking onsite, but parking is available very nearby at White Street car park (next to Co-op). Post code for this is CM6 1BD.

Training room is on ground floor. An accessibility lift is in place to bypass the very small number of steps. Ramp outside as well.

If you are late for the course and it is clear that the course has already started, press the CSVU button on the intercom and a staff member will come downstairs and take you to the room where the course is running.

Tea and coffee is available with a small donation.

19 March 2019
9:30 am - 1:00 pm



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Bookings are closed for this event.