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, go back to first principles and have been designed to provide you with the knowledge you need to get on top of and stay on top of the numbers.
It is our experience that it is financial confidence which unlocks longer term financial resilience. And it is financial resilience which unlocks long term social change. Yet many folks tell us that they find finance boring, baffling and anxiety provoking. We have baked these very common concerns into the design and the delivery of the session.
Don't let one spreadsheet stop you from changing the world. Join us and we can explore the wonderful world of charity finance together. We look forward to working with you.
Please note that these sessions are not intended to replace proper professional advice.
Short, succinct sessions
"Amazing training, well delivered at a great pace and straight to the point."
Clear, simple delivery
"The delivery of the session was just at the right level and the content was clearly explained."
All questions welcome
"Q&A session was great at the end, the small group meant I felt comfortable asking questions."
Welcome to the wonderful world of social purpose finance
The Foundations programme covers our essential jobs -
knowing what the numbers are, what they mean and what we need to do
Are these meant for me?
All sessions are tailored to the specific needs of busy folks in small charities. Whatever your role, you are welcome.
What can I expect?
4 x 3 hr online sessions
Time to connect and reflect
Time for Q and A
A relaxed environment
A supportive community
What do I get?
Engaging slidedecks
Example templates
Worksheets
WhatsApp Group
Peer mentoring
Are we compliant?
18 November 25, 10-1
Online
An introduction to regulatory compliance
Are we keeping good financial records?
Are we filing what we need to file?
Who does what and how?
Are we solvent?
11 December 25, 10-1
Online
An introduction to financial solvency
What is a cashflow forecast?
How to prepare one and why?
What does 'going concern' mean?
What to do when it looks concerning?
Are we sustainable?
14 January 26, 10-1
Online
An introduction to financial sustainability
How to prepare a budget?
How to budget for the full costs?
How to monitor the budget?
Are we resilient?
4 February 26, 10-1
Online
An introduction to financial resilience
What is financial resilience?
Why bother with forecasts and reserves?
What does good growth look like?
What to do when things are concerning?
