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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/treasurers 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.

This course will be held online using Zoom. 

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

This course will be delivered by Rachel Eden, ACMA.  Rachel is a director of Holy Brook Associates a practice with a specialism in charity accounts. Rachel is a qualified accountant and member of the Chartered Institute of Management Accountants. She delivers a wide range of technical training for accountants and for the voluntary sector.

Benefits to you

You will build your understanding of the role of a treasurer in a small voluntary organisation and develop your ability to deal with the specifics of the finances of a small voluntary organisation.

You will feel more confident about tackling issues that are likely to be faced by a treasurer of a small voluntary organisation.

Who should attend?

This course is ideal for volunteer Treasurers of registered charities, and volunteers who are considering stepping up to the role. It will also be of use to other trustees and members of staff who wish to develop their awareness and understanding of the financial aspects of running a charity.

Tuesday 25th April 2023

10.00 am – 12.00 pm ( 2 hours)

This course will be held online using Zoom.


  • £45 per person for OCVA Members
  • £60 per person from a charitable organisation who are not OCVA members
  • £75 per person from a non-charitable organisation


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. You need to fill in the whole form and press SUBMIT at the end of the form. You will then receive an automated response confirming your registration.
  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). If you do not use Paypal, please email training@ocva.org.uk for an invoice.

Step 1:

Step 2:

Choose payment type:

£ 45.00
  • Pay with PayPal
Charitable Organisations*
£ 60.00
  • Pay with PayPal
Non charitable rate
£ 75.00
  • Pay with PayPal
Course details at a glance

Date: Tuesday 25th April 2023
Time: 10.00 am – 12.00 pm
Cost: £45 – £75

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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