Training

As founding members of the Small Charity Friendly Collective we're really pleased to launch our second annual conference:

People, Partnerships and The Pinch - Elevating the way the small charity sector responds to continued uncertainty!

Join us for a day of learning, sharing experiences, connecting with other 'smalls', and thinking outside the box when it comes to dealing with the ongoing impact of 'The Pinch'. We'll explore people, partnerships, and personal experiences as we consider new ways to navigate these challenging waters.

This free introductory session explores the world of Trustee finance duties and give you a good foundation to begin your Trustee journey

The webinar covers:



• What we mean when we talk about charity finance
• How to recognise our own money personality and what that means for our charity
• What good looks like and how to take good financial decisions well
• Where to look for guidance and how to know what guidance to look for
• Common elephant traps for charity boards and how to avoid them

Learn how to analyse and use financial information to strengthen planning, build a strategy, and manage risk

By the end of the training you’ll:

• understand charity business models and how they contribute to financial sustainability
• know how to use forecasting, scenarios, reserves and indicators to navigate financial uncertainty and manage financial difficulty
• understand what a financial strategy looks like and how it can help build financial resilience.

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

This course will explore some basic tools to help you:

• make better financial decisions for your organisation
• monitor resources
• communicate effectively with finance professionals.

In 2020 - 2021, as part of a Lloyds Bank Foundation funded research project, we worked (as part a small team of 3 consultants) with small charities to determine what it is to be a resilient organisation in a mid pandemic world.

Using the LBFEW Organisational Resilience framework, this programme takes social leaders of smaller organisations on a financial resilience journey in which we explore how to:

- Build good finance systems 

- Anticipate with forecasts

- Prepare with reserves

- Adapt with innovation

- Respond with a strategy

This programme is delivered over 5 monthly half day online interactive workshops. It has been designed specifically to explore the challenges commonly faced by smaller organisations.

It is perfect for anyone who wants to work with peers to think through the financial challenges ahead, come away with practical tools to put into action straight away and really deepen their understanding of how to not just survive but also thrive.

Feedback from this programme:

This was a really good course led by a very experienced person who created a safe and non-judgemental environment to share in.

Great visuals and very thought provoking content.

The facilitator creates a great / thought provoking/ accessible atmosphere regarding exploring finance & delivers realistic financial processes to support fiscal management & decision making.

Loved the accessible style of teaching that made finance engaging!

The delivery makes a subject which has potential to be boring and unintelligible - both interesting and understandable - really brilliant delivery, and content spot on. 

The excel sheet exercise was really great - made us properly try something, discuss, and think it through. 

I really love the discursive aspect and that it's not just one way "teaching" 

The insights from the whole group and the team activity were so helpful and interesting. 

To commission this programme for your organisation or funded groups please contact us.