Bookkeeping for treasurers

Overview

Being a treasurer is an essential and rewarding role, but it can be challenging without the right skills. Our Bookkeeping for Treasurers course is tailored for volunteers in charitable organisations who handle finances, offering a practical introduction to bookkeeping, legal obligations, and effective reporting for committees.

Who is this course for?

• Volunteer Treasurers: Current treasurers in charities or non-profit organisations.

• Aspiring Treasurers: Those considering a financial role within community organisations.

• Committee Members: Anyone involved in financial decision-making who would like a better understanding of financial reports.

What You’ll Learn

1. Bookkeeping Essentials
   Master the basics of charity bookkeeping, including recording income and expenses, reconciling accounts, and keeping accurate records.

2. Legal and Regulatory Requirements
   Learn about your specific legal obligations under UK charity law, including fund restrictions, data protection, and compliance.

3. Budgeting, Cash Flow, and Financial Planning
   Discover how to develop and monitor budgets that align with your charity’s goals and gain insights into effective cash flow management.

4. Financial Reporting and Communication
   Build confidence in presenting financial information clearly to your committee. Gain skills for producing financial summaries and annual reports that everyone can understand.

Course Benefits

• Hands-On Practice: Apply what you learn through exercises tailored to real-world charity situations.

• Charity-Specific Knowledge: Focus on the financial requirements unique to charitable organisations.

• Compliance Confidence: Ensure your charity meets legal obligations with up-to-date best practices.

• Improved Communication: Make financial information accessible to your committee members.

Course Details

• Duration: 3 hours

• Format: Interactive, with practical exercises and group activities

• Location: Held in our training centre 1A The Old Malthouse, Grantham, NG31 7BG

• Cost: Free for volunteers