Training & workshops

25MAR 2019
1:30 pm

10 Queen Street Place, London EC4R 1AG

Introduction to charity finance and reporting

This event has ended


During this session we will:

  • Examine the roles and responsibilities for finance
  • What makes charity accounts so different to commercial accounts
  • Understand the terminology used and the different accounting treatments that apply
  • Explore what you as trustees should expect to receive in your management information packs during the year to effectively monitor the financial operation of your charity
  • Review the regulation that charities need to comply with
  • Discuss the key reporting challenges
  • Discuss how to make best use of your annual report and accounts as a public facing document and fundraising tool 
  • Looking at the changes brought about by the new Charity SORP
  • Managing risk within finance and considering the governance of financial risk 


Please note this event has a cost to attend of £30 per person.

Date and Venue

25MAR 2019


10 Queen Street Place, London , EC4R 1AG


Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

James Brennan

James Brennan

Portfolio Director