Introduction to Trustee Finance Duties



A pre recorded session designed specifically for small charities. Being a Trustee is one of the most rewarding roles there is and while leading with financial confidence is one of our key jobs no-one comes to it fully formed.

In this session we will introduce the five core finance duties outlined in the Charity Commission’s guidance Managing Charity Finance. We will clarify our core finance duties, introduce key questions to ask and signpost to useful tools to help you build your financial confidence.

What we'll cover

• An overview of the five core finance duties for charity trustees
• How to build financial compliance and resilience within your charity
• Practical steps to effectively oversee financial management and mitigate risks

Learning Outcomes

• Understand the five core finance duties for charity trustees
• Know what questions to ask when assessing financial risk and compliance
• Know where to look for guidance and support when fulfilling finance duties