Home » Training and Events » Don’t Panic: The Financial Responsibilities of Treasurers and Trustees

Don’t Panic: The Financial Responsibilities of Treasurers and Trustees

The role of treasurers and other trustees in ensuring effective financial planning and safeguarding of voluntary organisations is vital.

This session will help trustees to understand their role and come up with some practical actions they can take to ensure that they both safeguard the charity’s assets and ensure they are used effectively. This session will be useful for new trustees, those who have taken on the role of treasurer or chair and those who wish to refresh their knowledge.

What will I learn?

By the end of this session you will:

  • Understand their financial responsibilities as trustees 
  • Be aware of corporate governance issues facing small voluntary organisations
  •  Be ready to resolve issues with record keeping and know where to get help if they need it
  • Understand the particular requirements for the accounts of a small voluntary organisation
  • Be able to determine if the organisation they volunteer with needs an audit or independent examination of their accounts.

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. as well as being a published author and public speaker.

Benefits to you

You will leave the session with some practical tools to ensure you have the ability and confidence to deal with the finances as a trustee of a small voluntary organisation.

Who should attend?

This session is for anyone who has responsibility or an involvement for financial issues within a small voluntary organisation

Date
Friday 21st September 2018

Time
1.45am arrival for tea, coffee and networking for a 2.00pm start. The workshop will finish by 5.00pm.

Cost

  • £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

Course Venue 
OCVA, The Old Courthouse,
Floyd’s Row,
Oxford OX1 1SS

01865 251946

Access on road is via Speedwell Street (a one-way system). Please note there is no parking at OCVA.

Registration

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

  1. Complete the Google bookings form and register your details
  2. Make payment via PayPal within two working days of registering for the course. 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).

Step 1:

Step 2:

Choose payment type:

OCVA
Members
£ 70.00
  • Pay with PayPal
Charitable Organisations*
£ 75.00
  • Pay with PayPal
Non charitable rate
£ 80.00
  • Pay with PayPal
Course details at a glance

Date: 21st September 2018
Time: 1.45pm – 5.00pm
Cost: £70 – £95

Course venue

OCVA, The Old Courthouse,
Floyd’s Row,
Oxford OX1 1SS

01865 251946

Access on road is via Speedwell Street (a one-way system). Please note there is no parking at OCVA.

Enquiries contact

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

Email training@ocva.org.uk or call us on 01865 251946

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