In house finance training
Why bother?
Finance touches almost every part of running a charity, from the everyday decisions about budgets and cashflow to the bigger conversations about sustainability, risk, priorities and the future.
Our in-house 121 finance training is designed specifically for leaders and accidental finance folk in small charities and purpose-led organisations and is shaped around your needs.
We start with you are, build from what you already know and create a supportive space to explore finance together, with no prior financial knowledge assumed.
The aim is to help you understand your organisation’s finances, feel more confident talking about money and use financial information to make thoughtful decisions in support of your purpose.
Financial management training
We can help you build confidence in the practical foundations of charity finance, including budgeting, cashflow forecasting, management accounts, financial reporting, restricted and unrestricted funds and reserves. Sessions can focus on particular skills or bring these areas together to help you develop a clearer picture of their organisation’s overall financial position.
Financial strategy training
For leaders wanting to look further ahead, we can explore how finance connects with strategy, purpose and organisational resilience. This might include understanding your business model, exploring your income mix and cost base, scenario planning, thinking about reserves and risk, and considering how your organisation might respond as circumstances change.
These conversations create space to consider different financial futures and the choices and trade-offs that come with them, helping leaders make decisions that bring money and mission together.
What you can expect
We shape the 121 sessions around you. Every small charity has its own context, pressures and priorities, so we can tailor our responses to the questions that you bring to the session.
Our approach is practical, participative and grounded in the realities of leading and running a small charity. We want people to leave feeling more able to understand what their finances are telling them, talk about money with confidence and make considered decisions about what comes next.
Fees
Our 2.5 hour sessions cost:
£300 (annual income £1m+)
£250 (annual income -£1m)
£200 (annual income <£500k)
Let’s explore what would work for you
If you’re thinking about finance training for your team, leadership group or trustees, we’d love to hear from you.
Get in touch to tell us a little about your organisation, what you’d like to explore and who the training is for, and we can shape a session or programme around your needs.
