July 2025

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Hello folks 


 We hope this find you well.
 
In the Summer things always get a bit quieter here at Embrace Finance. Funnily enough there isn’t an awful lot of demand for financial training in August. And so, we are taking advantage of this brief respite to get our own financial planning ducks in a row.
 
In order to plan effectively it really helps to understand the journey we have been on, where we are currently and our most likely financial future. If you would like to reflect on your own financial plan for the time ahead then you might like our new briefing note on Financial Storytelling for Small Charities.
 
And, as always, we have some great opportunities for connection and reflection with a free lunch and learn session and the launch of the Autumn Term 2025 of our Small Charity Finance Foundations programme.
 
We hope you have a good Summer. See you on the other side.
 
Warmly
 
Embrace Finance Team
x
 

       

             

 

Lunch and Learn session
Finding Roses in the Rain -  Real stories from real leaders
   
📅 When: 18 September 2025
🕐 Time: 13:00–13:55
💻 Where: Online
💸 Fee: Free
 👉 Book your place now
 
What makes a charity financially resilient? Well, it's certainly not that they don't experience difficulties — it’s just that they build the conditions which have given their small charity the very best chance of bouncing back when they do. 
 
This session is a great opportunity to hear from three fantastic small charity leaders on how they’ve built financial resilience — the highs, the lows, and everything in between.
 
So bring your sandwich and your coffee and join us to hear what helped and what didn't. 
 
🔔 Zoom links will be sent the evening before. Please check your spam folder just in case.

       

           

Small Charity Finance Foundations Programme
 Autumn Term 2025
 Open Now - Woop!


We are excited to launch the Autumn term our Foundations programme. If you are thinking about taking your next step towards financial confidence, whether you are new to small charity finance or looking for a refresher, this short course programme is for 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."


Autumn Term 2025 Schedule:

  • 📅 17 Sep: Introduction to Budgeting
  • 📅 24 Sep: Introduction to Cashflow Forecasting
  • 📅 1 Oct: Introduction to Management Accounting
  • 📅 8 Oct: Introduction to Annual Accounts & Ind. Examinations
  • 📅 15 Oct: Introduction to Reserves


🕓 All live sessions are on Wednesdays, 16:00–17:15 | Online
👉 View full programme and register
💬 We are all experienced small charity finance professionals 
📧 Zoom links will be sent by email before the programme begins
🔔 Perfect for accidental finance heroes and busy small charity folks 
 
 

                 

What financial story are you telling?


Finance isn’t just numbers - it’s a story about how your charity is responding to need, managing financial uncertainty, and changing the world. Bertrand Russell is reported to have said that 'the mark of a civilised human is the ability to read a column of numbers and weep'. We very much hope you are not weeping but we agree with him that in our - totally brilliant - sector, behind every number is a very human story. 
 
As you plan for the months ahead and take time to reflect we invite you to join us as we consider our own financial story is and ask ourselves what chapter do we want to write next? 
 
If you are not sure where to start, here’s a simple structure to help you reflect:


 6 Key Questions:


  • Where are we now?
  • Where do we want to be?
  • What’s the impact on reserves?
  • What’s the impact on services?
  • What are the key risks?
  • What resilience practices are in place?

 
And if you want to go deeper, why not read our practical guide to help you clarify and communicate your financial position with confidence.
 
 
👉 Read our Financial Storytelling Briefing Note 

       

So, that's all we have time for right now folks.

 

If you have any good news, questions or challenges you would like to share with us please do get in touch. 
 
Otherwise, wishing you a restful Summer. 
 
With solidarity and spreadsheets, 


The Embrace Finance Team
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"Awesome session
which took the 
fear out of 
financial planning"

Getting on top of and keeping on top of the numbers in a small charity can be challenging. 

Small charity finance is technical, regulated and complicated. It can be, we are sometimes told, boring, and when the numbers don't go the right way, it can be anxiety provoking.

We understand the challenges small charities face when building financial sustainability. We explain finance in a simple, accessible way. We take the stress out of it all.