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.
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. And whatever your role, if you want to get your head round how the day to day finances fit together in a small charity, you are welcome.
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. We are all qualified, experienced small charity finance professionals. From the sector. For the sector.
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.
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 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
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?
3 x 2.5 hr online sessions
2 x pre recorded 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
Certificate of attendance
Introduction to Charity Finance
A pre recorded session intended to be watched before the start of the programme.
Introduction to Budgeting and Cashflow Forecasting
A live interactive online session
2.5 hr including content, connection and reflection time and a break in the middle
24 September 25 | 10-12.30
Introduction to Bookkeeping and Management Accounting
A live interactive online session
2.5 hr including content, connection and reflection time and a break in the middle
1 October 25 | 10-12.30
Introduction to Annual Accounts and Reserves
A live interactive online session
2.5 hr including content, connection and reflection time and a break in the middle
8 October 2025 | 10-12.30
Introduction to Trustee Finance Duties
A pre recorded session intended to be watched at any time in the programme.
