Spring term 2027
Financial Leadership Programme
Time and space to think through your charity's financial future
Change the world, one spreadsheet at a time
Trustee Finance Questions | Friday 5 February 2027, 9.30- 11 | Online
Every trustee has a responsibility for their charity's finances, but you don't need to be a finance expert. Join us for a friendly introduction to your financial duties, the questions worth asking and how to build confidence in your financial oversight.
Charity Trading | Friday 12 February 2027, 9.30- 11 | Online
Could trading help your charity bring in more income and build financial resilience? Join us for a friendly, practical introduction to the opportunities and challenges of charity trading. We'll explore how to get started, what you need to consider and how to make trading work for your charity's mission.
Financial Planning | Friday 19 March 2027, 9.30- 11| Online
How can you plan for the future when so much is uncertain? Join us to explore practical ways to understand your charity's financial position, think through possible futures and make informed decisions about what comes next.
About these sessions
These sessions are aimed at anyone looking to build confidence in small charity finance. Sessions are aimed at smaller organisations with an income under £500k, but all are welcome.
Sessions are delivered by qualified finance professionals who have spent all or most of their working lives in the charity sector and know the challenges that small charities face well.
What to expect
- 90 min sessions including time for Q and A and onnection time with peers
- Slide decks, signposting and templates
- Warm, non-judgemental, small charity friendly facilitation
It is our policy not to record these sessions, as we find that recording them live inhibits discussion. However, most sessions include a short pre-recorded video covering the main points. All content will be available on the links below after each session.
Who these sessions are aimed at
The sessions have been designed to be at an introductory level, and we try hard not to use jargon - and to explain it clearly - when we have to.
We encourage all questions. The only daft questions are the ones we don't ask.
We look forward to seeing you.
Spring term 2027
Financial Foundations Programme
Warm, friendly, plain English sessions in a supportive setting
The only daft finance question is the one we don't ask
Introduction to Budgeting | Tuesday 26 January 2027 | 2–3.30pm | Online
Where do you start with a charity budget? Join us for a friendly, practical introduction to planning income and expenditure, understanding your costs and putting together a budget that helps your charity make confident financial decisions.
Introduction to Cashflow Forecasting | Tuesday 2 February 2027 | 2–3.30pm | Online
Will your charity have enough money in the bank when it needs it? Come and learn how to put together a simple cashflow forecast, spot potential shortfalls early and plan ahead with greater confidence.
Introduction to Financial Reporting | Tuesday 9 February 2027 | 2–3.30pm | Online
How do you turn numbers into useful information? Join us to explore what makes a good financial report, which figures matter most and how to help trustees and managers understand the financial story behind the numbers.
Introduction to the Financial Year End | Tuesday 23 February 2027 | 2–3.30pm | Online
Feeling daunted by the financial year-end? Join us to explore what needs to happen, how to prepare your records, and what to expect when putting together your charity's annual accounts.
Introduction to Reserves | Tuesday 2 March 2027 | 2–3.30pm | Online
How much should your charity hold in reserves, and why? Join us for a practical introduction to understanding, calculating, and managing reserves, and how they can help your charity navigate uncertainty.
