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Accounting and Financial Management for Small Charities

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Date: Thursday 23rd April 2020

The workshop is aimed at anyone involved in their organisation’s accounting – whether that’s Trustees, managers, staff or volunteers.  The aim is to ensure you understand what the requirements are for your charity, as well as help explain some of the jargon and offer some practical tips – ideally to help avoid large accountancy costs!

We will also take a look at the role of the Trustees, and the principles of good governance.

A minimal level of prior knowledge or experience is assumed and the workshop will offer some real-life examples of best practice, as well as handy examples of where things can go wrong.

N.B. – If delegates are able to bring along the latest set of their charity’s financial statements that would be useful.

The workshop will cover the following:

  • An introduction to accounting
    • Who needs to prepare what, why and how
    • Basic accounting concepts for small charities
  • Financial statements for charities
    • What to look out for
    • Writing the trustees report
  • Gift Aid
  • Trustees’ responsibilities and how to apply them
  • Good governance – what that means and how to achieve it in small organisations

The training will be provided by Clair Moelwyn-Williams FCA, a chartered accountant with a demonstrated history of working in the accounting and audit industry, specialising in the charity, social enterprise and not-for-profit sector.

Lunch and refreshments will be provided.

23 April – Accounting and Financial Management for Small Charities
10am-4.30pm, Erasmus Darwin House, Beacon Street, Lichfield WS13 7AD


Priority will be given to delegates from non-NPO and non-National museums in the West Midlands which are Accredited or officially Working Towards Accreditation unless otherwise stated.

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