Training: “Don’t Panic!” Introduction to Financial Management

Thursday 20 October 2016



If you are a new organisation or have recently grown or changed committee members, then this session will help you understand the trustee / committee member’s role in managing the finances of the organisation. This isn’t just for treasurers as the session highlights the role of all members in ensuring the organisation is financially healthy.

Aims of the workshop

  • To build understanding of the importance of financial management
  • To build confidence and ability to perform good financial housekeeping
  • To leave the workshop having started the work to ensure better financial management of their organisation.

Delegates are encouraged to bring along their financial records to work on but a model organisation will also be used as an example.

Learning outcomes

The content covered will be tailored depending on the needs of delegates on the day. However typically attendees will:

  • Understand their financial responsibilities as trustees
  • Be able to record transactions including fixed assets, expenses, income
  • Understand the concept of debits and credits
  • Learn how to depreciate a fixed asset
  • Start to prepare a receipts and payments account
  • Be able to determine if their organisation needs an audit or independent examination of their accounts

Target audience

The workshop will be open to up to 6 organisations who may send 1 or 2 delegates each. Post course support Each organisation will be entitled to up to one hour’s post course email support to follow up issues covered on the course.

About the Trainer

Rachel is a trainer, speaker and facilitator and coordinating director of Holy Brook Associates.She has a wide range of expertise including business and economic awareness, leadership and management, sales and marketing, financial management and communication and media skills as well as chairing and speaking on public policy issues.  She has delivered a wide range of courses including technical training for Accountants (ACCA, CIMA, ICAS and AAT). An experienced course designer she has been training staff, volunteers and partners since 2007.

Testimonials from previous course attendees


The training is at our reduced rate of £30.

Type of event
Event theme
Voluntary sector
Event date
20 October 2016
Start time
End time
Address line 1
3rd Floor
Line 2
Reading Central Library
Line 3
Abbey Square
Wheelchair accessible?