*Please note, this session has moved from 28/04/17 to 07/06/2017*


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.

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 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.

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


Wednesday 7th June 2017


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


£70 per person for OCVA Members
£75 per person from a charitable organisation who are not OCVA members
£80 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).

Choose payment type Select
OCVA Members pay £70.00 GBP Preview Image
Charitable organisations who are not OCVA members pay £75.00 GBP Preview Image
Non-charitable Rate pay £80.00 GBP Preview Image

Further courses to consider: