A beginner’s guide to charity finance

However small your charity is, sound financial management is essential for sustainability. This workshop will cover the basics and give you the knowledge and tools to increase your financial management skills.  

This workshop will cover:

• A basic introduction to charity statutory accounts and what they should contain.
• Audit or independent examination and what to expect/how to prepare.
• What are management accounts and how do we budget?
• The difference between 'should' and 'must' in good financial practise.
• Understanding reserves.
• A brief introduction to charity tax– the good (gift aid), the bad (corporation tax) and the ugly (VAT).
• Outsourcing your finance function – a waste of money or a good idea?
• Questions and other resources.

Trainer Bio: Andy Nash

Andy is founding director of Andy Nash Accounting & Consultancy. He is an ICAEW ACA qualified accountant with significant experience in the third sector, having spent his entire accounting career focusing on the sector. 

He has worked both in practice and within industry posts, including Head of Finance, Head of Finance Operations, and Head of Management Accounts roles. These roles have covered smaller charities such as Leuka, a leukaemia research charity, and Lessons for Life Foundation, a grant-making education charity in Africa, as well as far larger organisations such as Christian Aid.

His expertise has been recognised multiple times, including as a finalist in the Business Finance Awards 2016, and as one of the Top 35 Under 35 in the Financial Director magazines annual list in May 2016 – the only charity professional recognised in the list.

This workshop is kindly being sponsored by Andy Nash Accounting and Consultancy. 

Andy Nash Accounting & Consultancy believes that size is not everything - all charities regardless of their income level should be able to receive high-quality, specialised accounting and financial advice. Therefore they provide small and medium sized not for profit entities with a range of financial services with each contract individualised to the organisation at a price they can afford.

Workshop:
Tea and coffee will be provided throughout the day, however lunch will not be provided. 

Booking:
You must be a member of Small Charities Coalition in order to attend this workshop. If you aren't already you can register for free here.

Waitlist:
If the places have all been filled please do add your details to the waitlist and we will let you know as soon as a place becomes available.

Cancellations and Refunds:
If you cancel your place at least 2 full working days before the event takes place then you are entitled to a full refund by request. Refunds for cancellations after this point are given at the discretion of Small Charities Coalition.

If you cannot make a workshop please advise us as soon as possible. Workshops normally have a waitlist and if you notify us early enough then there's a good chance another charity can attend in your place.