An Introduction to Charity Finance and Reporting

An Introduction to Charity Finance and Reporting

Understand your financial responsibilities — learn to create annual accounts, understand budgets and comply with charity regulations.

By EVOC

Date and time

Location

Online

Refund Policy

Refunds up to 7 days before event.

About this event

  • Event lasts 2 hours

This online course will give you an overview of your responsibilities in looking after the finances of your charity - both in monitoring and reporting on them to OSCR (the Scottish charity regulator).

Learning Outcomes

We’ll explore how to :

  • Create a compliant annual statement of account under charity law
  • Understand charity budgets
  • Comply with external scrutiny requirements

We'll also talk through good practice guidance on financial management.

With some useful exercises and group learning – as a recent participant noted – finance can be fun!

Who should attend?

The course is suitable for anyone working or volunteering in the charity sector in Scotland - trustees, directors, CEOs, managers, development workers etc.

Please note that priority is given to organisations in Edinburgh.

Frequently asked questions

Does this course take place online or in-person?

This an online course. It will be hosted on our Zoom account. If you don't already have an account, please make sure you register in advance. A basic Zoom account is free and you can register using this link: https://zoom.us/signup#/signup

How do I join this online course on the day?

The event link will become active 10 minutes before the course starts - you can find all the details in your Eventbrite confirmation email. Please make sure to check your spam folder if you haven't received an email.

Why do I have to pay a fee if I work for an organisation outside of Edinburgh?

EVOC is funded to provide support to the third sector in Edinburgh. That means we can provide this training course free of charge to groups and organisations working in the city.

Why can I only book 2 spaces on this course?

EVOC is funded to provide support to the third sector in Edinburgh. That means we can provide this training course free of charge to groups and organisations working in the city.

Tags

Organised by

EVOC

EVOC (Edinburgh Voluntary Organisations’ Council) has been supporting the people and communities of Edinburgh since 1868. Our vision is for people in Edinburgh to live in an equitable, sustainable and resilient city, supported by a thriving third sector. Our purpose is to serve the needs of people and communities across Edinburgh by supporting our members and third sector organisations to be effective and drive the change they need. We will specialise in information gathering and sharing, research, analysis, advocacy and relationship management, to deliver impact for our members, funders and the wider community in Edinburgh.

£0 – £15
Oct 7 · 08:30 PDT