Finance for Non-Finance Managers - Stage 2 - Online course
Gain confidence and a deeper understanding of budgeting, management accounts and year end accounts for your charity.
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 included: The Charity Treasurer’s Handbook
About
Whether you regularly report to the board or support the auditors at year end, this advanced one-day online course will give you the knowledge and confidence to do so. Building on what you learned in Finance for Non-Finance Managers – Stage 1 (or equivalent experience), this session provides a deeper understanding of charity finance and further improves your financial literacy.
Through practical examples and interactive discussion, you’ll gain the skills to hold informed conversations with finance colleagues, trustees, and auditors, and confidently contribute to your organisation’s financial planning and reporting.
Who should attend?
Participants should have attended Finance for Non-Finance Managers – Stage 1 or have an understanding of the basics of bookkeeping and accounting.
Outcomes
By the end of the course, participants will have:
- A clearer overview of preparing accounts for a charity.
- Increased understanding of financial information and confidence to engage in conversations with accountants, auditors, and finance staff.
- Insight into how management accounts support organisational performance and strategy.
- Improved understanding of how management accounts, year-end accounts, and forecasts can strengthen funding applications.
What will it cover?
- Overview of bookkeeping and accounting processes
- Creating budgets for multiple projects and years
- Preparation of accounts using cash and accruals methods
- Preparation, presentation, and interpretation of management accounts for multiple projects
- Explanation of key finance terminology – Going concern, Depreciation, Accruals, Deferred income, Prepayments, etc.
- Understanding, interpreting, and analysing accounts using key financial ratios
- Analysing and interpreting year-end accounts
- Understanding the independent examiner’s and auditor’s reports
- Managing financial risks
Trainer: Genny Jones, DSC Associate
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