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From surviving to thriving – cash flow forecasting for charities

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Brewin Dolphin

10 Wellington Place

Leeds

LS1 4AN

United Kingdom

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Please Note: This event is exclusively for voluntary sector organisations

Even if you are making a surplus, your charity won’t survive if you don’t have cash when you need it! Come to the Cranfield Trust’s half-day free Masterclass and find out how to create a rolling cash flow forecast, and use it to keep your management and Board focused on the all-important cash balance that means the difference between surviving and thriving.

The class will be presented by Cranfield Trust's South West Project Manager Marie Langan has over 30 years of accounting and auditing experience in a variety of management roles in Big Four and Top 20 firms in the UK and US.

Why cash flow and forecasting? In the current economic climate, financial planning, budgeting and forecasting are hot topics every charity needs to get on top of to build resilience and ensure sustainability. If your funders and Board don’t already ask you to provide a cash flow forecast, they soon will be. This Masterclass will be interactive and you will get the opportunity to ask questions and work through examples to help you understand how to manage money and understand the impact of good money management on your charity’s accounts.

Who will benefit? The Masterclass is aimed at non-finance professionals in finance roles at charities, who are responsible for aspects of financial management but do not necessarily have a finance or accounting background. Charity Trustees are also welcome, to increase their knowledge and level of confidence with financial reports, especially around funding, costs and forward planning.

What you will learn:

The following topics will be covered:

  • Planning

  • Budgeting

  • Cash flow forecasts

  • Full cost recovery

  • Management accounts

  • Financial controls

  • Financial reporting

How do I book? Spaces are limited to two per organisation and can be booked via Eventbrite. please note that you will need to book each space individually.

Tea and coffee will be served at this masterclass.

If you have any access requirements, please let us know at events@cranfieldtrust.org

Who are The Cranfield Trust? The Cranfield Trust is a leading provider of pro bono management support for the voluntary sector. The Trust is a national charity and for nearly 30 years we have been adding value to the lives of people and communities by providing free business skills to small to medium sized charities. Our remit for consultancy projects is to support organisations addressing issues of poverty, disability and social exclusion, but we also provide a free online HR service to any charity in England and Wales via HRNet. In addition, we provide CEO mentoring, away day facilitation and a series of masterclasses on topics including finance, governance and tendering. Every year our network of over 1,100 highly skilled volunteer management consultants share their knowledge and experience with charities, by providing independent advice and support on everything from business planning to charity governance, financial management, HR and marketing. To find out more about our free services for charities visit www.cranfieldtrust.org or call us on 01794 830338.

www.cranfieldtrust.org

With kind thanks to Brewin Dolphin for the in kind gift of their offices to host this event.

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Date and Time

Location

Brewin Dolphin

10 Wellington Place

Leeds

LS1 4AN

United Kingdom

View Map

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