Finance for Non-Finance Managers - Stage 1 - Online course

One day online course

Online courses take place via Zoom and include a one hour lunch break as well as brief refreshment breaks.

Digital book (pdf) included: It’s a Nightmare with the Numbers.

About

Do your eyes glaze over at even the slightest mention of financial information? You’re not alone! But understanding your organisation’s finances can transform the way you work. This interactive and accessible one-day online session will demystify financial jargon and show you how to interpret accounts, budgets, and reports with confidence.

You’ll discover how financial knowledge can help you plan better projects, manage resources effectively, and clearly report on your achievements. Whether you’re running a team, overseeing projects, or making strategic decisions, this course will give you the essential tools to engage confidently with your organisation’s finances.

Who should attend?

This course is designed for those with little or no previous financial experience who need to understand and interpret financial information, including:

• Staff
• Trustees
• Volunteers

Outcomes

By the end of the course, participants will have:

• A clear understanding of the different types of accounts and spreadsheets, what the figures mean, who they are for, and how they reflect the charity’s past, present, and future.
• The skills to create and present a budget, including estimating costs and incomes, and aligning it with project plans.
• An understanding of how individual budgets fit into the organisation’s wider financial picture.
• Knowledge of key charity finance terms, obligations, and practices.
• Confidence in interpreting financial reports without “bluffing it.”

What will it cover?

• Key finance terminology: assets, liabilities, depreciation, accruals, etc.
• The difference between cash and profit
• What budgets are and how to control them effectively
• Key financial and operational information for financial reporting
• The role of the audit: what you need to know

What people said about this course

“Genny was a really excellent trainer – she was very clear; worked with us and took us through the day at the right pace; is obviously highly knowledgeable and experienced but able to cover matters in a way which made sense to me and others who are entirely new to this area. She was also very warm and engaging (which is really important, especially having to do it all remotely!)”
Paul Hook, Asylum Matters

Trainer: Genny Jones, DSC Associate

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