Whether you are a new organisation, have recently grown, changed committee members or are in the process of deal with chance, this practical session will help you understand and improve your budgeting process. The session aims to build your understanding of the importance of budgeting, build the confidence and ability to create a budget and leave the workshop having started the work to ensure a sound budget for the coming financial year.

Delegates are encouraged to bring along their current budget and/or financial information to work on, however a model organisation will also be used as an example.

Trainer Profile

Rachel Eden has trained staff, volunteers and partners since 2007. As a qualified management accountant, former chair of a school finance committee and a small business owner, she combines theoretical understanding with practical insight. Rachel aims to ensure that participants experience a real improvement in performance as a result of working with her as well as finding training stimulating and interesting.

What will I learn?

By the end of this session you will:

  • Understand the basis on which budgets may be built
  • Understand how to identify fixed and variable costs
  • Be able to create a flexible budget
  • Consider the impact of uncertainty, risk and contingencies
  • Be able to explain the budget to key stakeholders

Benefits to you

You will leave the session with some practical tools to ensure you have the ability and confidence to build your budget this year.

Who should attend?

This will be useful to trustees, including chairs and treasurers as well as Chief Executives as the session highlights the key role in setting – and benefitting from a sound budget.




9.45am arrival for tea, coffee and networking for a 10am start. The workshop will finish by 1pm.


£70 per person for OCVA Members
£80 per person from a charitable organisation who are not OCVA members
£95 per person from a non-charitable organisation


Oxford Office Furniture Training Suite
Floyd’s Row
St Aldates

There is no parking available, although we are able to provide parking for disabled delegates. The venue is also serviced with good transport links including bus and rail services, more information can be found here.

Enquiries contact:

Telephone:  01865 251946
Email: training@ocva.org.uk

When contacting us please state the name of the course your correspondence is in relation to.


Please note there are two steps to this process and both steps of the process will need to be completed to secure your place.

Step 1: Please register your details with us on the form:

Please note that registration without payment does not constitute a booking. Both are required, and we do check. (Thanks!)

Step 2: Make payment within 2 working days of registering.

We’re using PayPal for this event. Select ‘pay with a debit or credit card‘ if you don’t have a PayPal account (there’s no need to sign in to PayPal).

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OCVA Members pay £70.00 GBP Preview Image
Charitable organisations who are not OCVA members pay £80.00 GBP Preview Image
Non-charitable Rate pay £95.00 GBP Preview Image

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