Charity financial management – Financial safeguards | 5 & 12.02.25

Aim

This course provides an overview of the responsibilities held by managers or trustees with specific involvement in voluntary sector financial administration and how to protect your organisation from financial loss or misuse.

Content

How confident are you that your financial controls and policies are thorough, robust, and appropriate? Over the past few years, charities have received extensive media coverage for their financial slip-ups, but what can we learn from the mistakes of others?

All charities require effective financial policies and procedures to enable staff and volunteers to work safely and effectively and reduce the risk of mismanagement or misuse of funds.

This course will give you the opportunity to learn what can and has gone wrong elsewhere so you can review your current practices and establish good practice.

Learning outcomes

Part 1
By the end of the course you will be able to:

• Give examples of the financial problems that can arise
• Explain the procedures required for adequate and appropriate financial controls within charities
• Provide examples of good practice in relation to financial controls

Part 2
By the end of the course you will be able to:

• Understand legislative factors impacting on financial controls and policies
• State the policies that should be in place for effective financial management of a charity
• Review existing policies against an organisational policy framework

Who this course is for

This course will be beneficial to any trustee, director, or finance worker of a voluntary organisation.

Register for free

Bespoke training and consultancyWe can come to you! All our courses can be delivered to you in your own organisation and it often works out to be cheaper depending on numbers. Welsh and bilingual courses are also available.

To view full course information including prices and places available, please click course date or contact our helpdesk on 0300 111 0124 or training@wcva.cymru.

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