Embrace Finance Academy 

Small Charity Finance Foundations Programme


Congratulations on taking your next step towards financial confidence. Whether you're new to financial management or looking to strengthen your skills, all sessions are delivered in plain English and go back to first principles sessions to provide you with the knowledge you need to get on top of and stay on top of the numbers.


These succinct, short sessions are perfect for busy folks in small charities with an annual income up to £500k pa. However, folks from larger charities may also find them a useful refresher.


Never let one spreadsheet stop you from changing the world. Join us and explore the wonderful world of charity finance.

Spring Term 2025

Spring Term 2025 Content

For both Directory of Social Change and Trussell programmes.

Autumn Term 2025

Autumn Term 2025 will be open for booking soon.

Please join our mailing list for invites.

Bespoke Programmes

You can commission this programme for your grantees or members. 

Please get in touch.

Welcome to the wonderful world of small charity finance

The Foundations programme covers our three essential jobs -

knowing what the numbers are, what they mean and what we need to do

"So professionally put together and very clearly explained. The facilitator was excellent and made a maths/money-phobe like me feel like I could grasp the concepts well."

What can I expect?

60 minutes of clear content

Time to connect 

Time for Q and A

A supportive environment

What do I get?

Engaging slidedecks

Example templates

Worksheets

WhatsApp Group

Introduction to Charity Finance

A pre recorded session intended to be watched before the start of the programme

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Introduction to Budgeting

An online session

60 minute slides | 15 minutes Q and A

Perfect for busy small charity folks

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Introduction to Cashflow Forecasting

An online session

60 minute slides | 15 minutes Q and A

Perfect for busy small charity folks

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Introduction to Bookkeeping

A pre recorded session intended to be watched after the budgeting and cashflow session

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Introduction to Management Accounting

An online session

60 minute slides | 15 minutes Q and A

Perfect for busy small charity folks

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Introduction to Financial Year End

An online session

60 minute slides | 15 minutes Q and A

Perfect for busy small charity folks

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Introduction to Reserves

An online session

60 minute slides | 15 minutes Q and A

Perfect for busy small charity folks

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Introduction to Financial Resilience Planning

An online session

60 minute slides | 15 minutes Q and A

Perfect for busy small charity folks

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Introduction to Trustee Finance Duties

A pre recorded session intended to be watched at any point in the programme

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