Training & workshops

03MAR 2020
1:30 pm

10 Queen St Pl, London EC4R 1AG

Introduction to charity finance and reporting

This event has ended

You can download the presentation slides or watch the presentation recording below


Cazenove Charities, in association with haysmacintyre and Farrer & Co, hosts a comprehensive programme of training sessions for both new and experienced trustees.

The Introduction to Charity Finance and Reporting will cover a wide range of topics.

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

03MAR 2020


10 Queen St Pl, 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