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TrACK 2017 - Charity Finance

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MMG Archbold

84 Bell Street

Dundee

DD1 1RQ

United Kingdom

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Charity Finance with Derek Grant and Gemma Matthew from MMG Archbold

Who should attend?

Those with little or no previous financial experience who need to understand and interpret financial information, including staff, trustees and volunteers.


What’s covered on this course?
  • The typical financial duties of a Third Sector Organisation with regard to financial reporting, dealing with Companies House, HMRC and OSCR – This session will provide an overview of the statutory obligations of Third Sector Organisations including what has to be prepared, in which format and where it must be lodged and when.
  • Not For Profit Tax: Everything you need to know - This session will provide an overview of everything a Not For Profit entity should know to ensure they are compliant from a tax perspective. It will cover Charitable reliefs available for Trading Income and VAT as well as tips on how to ensure your Third Sector Organisation doesn’t pay any more tax than is necessary. Attendees will leave with a better understanding of how tax affects their entity and what procedures they may need to put in place to ensure they remain fully compliant with current tax legislation.
  • Cloud Accounting and Add-Ons to make you more efficient - This session will explain the benefits of adopting a cloud accounting system and review some of the add-ons available and how they can help you run the whole financial function of your entity more efficiently to let you concentrate your efforts on increasing income for your specific cause. Attendees are sure to leave with invaluable time-saving tips that they will be able to put into practice.
  • Pricing – This session will provide you with information about various pricing strategies you can use to effectively set your prices.
  • Understanding your organisations accounts – This session will provide you with all of the information you will need to understand the figures in your accounts and is particularly useful when discussing your numbers with potential funders.

Why attend this session?

"I attended the session in 2016 hosted by MMG Archbold It was very helpful - I certainly furthered my own knowledge of charity finance issues. Information was presented in a clear manner and relevant changes in legislation were explained and debunked." - Susan Curran, HM Frigate Unicorn

“Finance has never been my forte but I need to have a general understanding of it to successfully carry out my role. The training was great for increasing my basic knowledge, I can now actually read (and understand) a set of accounts!!” – Vikki Merrilees, Carolina House Trust

“I attended the TrACK session on Charity Finance last year and found it to be extremely informative in my work as a Charity Finance Manager – lots of useful information to be gathered. I learnt a lot.” – Kate Mure, PAMIS

This is one of ten TrACK sessions, the remaining sessions for 2017:

  • Corporate Social Responsibility - Donald McPherson -Former Company Secretary of the Alliance Trust- Thursday 16/11/17 10am till 12pm Book here
  • Press & Media Training - Fiona Armstrong of DC Thomson - Friday 8/12/17 10am till 1pm Book here
  • Social Media - Fiona Harper of ACK - Thursday 14/12/17 10am till 1pm Book here

If you would like to attend any of these sessions you can book for £50 on Eventbrite by clicking on their corresponding links above.

This course is open to staff or volunteers from third sector organisations, community groups or individuals who are starting out or keen to learn or refresh knowledge on some of the fundamental areas of the third sector.

Any questions? Contact clare@weareack.org.uk

Content of remaining courses

Corporate Social Responsibility

Who should attend?

This course will be of interest to charities who receive, or would like to attract, funding from companies.

By the end of this course you will:

Understand the meaning of corporate social responsibility and how it can help you to attract funding from the business sector.

What's covered on this course:
  • The legal background to CSR
  • Why CSR is important to companies
  • Where to look for information on companies' approach to CSR
  • How to approach companies for support

Guest Speaker: Donald MacPherson -Former Company Secretary Alliance Trust and Board of Director in ACK


Press & Media

This course will appeal to people at all levels especially those who are responsible for the marketing and communications in their organisation

By the end of this course you will:

understand the different types of UK media
put together a focused media list for your charity
understand how to turn information into a story
write a good a press release

What’s covered on this course:

understanding how the media works
finding a great story
getting your story into the media

Guest speaker Fiona Armstrong of DC Thomson

Social Media


Who the course is aimed at?
This course is aimed at anyone who would like to use social media more effectively.

What the course will cover?
We will look at the different social media platforms, looking at which ones are best for you depending on your aims and your audience. We will also look at tips to gather, engage and retain followers and what to consider when putting together a social media strategy and plan.

What they will get from the course?
A better understanding of how people interact with social media and how you can engage with them effectively. You will also know how to put together a social media plan and how to balance your content to keep your audience interested.


Fiona Harper, Head of Marketing and Communications at ACK
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MMG Archbold

84 Bell Street

Dundee

DD1 1RQ

United Kingdom

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