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

Winsley's House, High Street,

Location Notes

Central Colchester, at bottom of High Street/top of East Hill. Opposite The Minories art gallery and FirstSite. Look for a white building with dark blue doors. Please be advised that this location has differing floor levels.

Nearest car park is Greyfriars Car Park off Castle Road & Roman Road which is a privately run car park. For other car parks and public transport see this page. Cheapest all day car park for delegates arriving before 9am is NCP in Osbourne Street.

16 May 2019
9:30 am - 1:00 pm



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Bookings are closed for this event.