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An Introduction to Accounting and Financial Management for Small Charities

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Date: Wednesday 24th February 2021

Do you want to feel more confident about accounting and finance?

This workshop is for 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!

The workshop will cover:

  • Who needs to prepare what, why and how
  • Management accounts vs statutory accounts
  • Basic accounting concepts for small charities

A minimal level of prior knowledge or experience is assumed. Clair Moelwyn-Williams will offer some real-life examples of best practice, as well as handy examples of where things can go wrong. With a maximum of 10 delegates there will be time for discussion and support.

This is the first of two sessions delivered by Clair on accounting and financial management. Details of the second, Advanced Accounting and Financial Management for Small Charities, on 17 March can be found here. Each session is designed as a stand alone workshop so you can choose to attend either or both.

Clair Moelwyn-Williams FCA is 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.

No more than one delegate per organisation. 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.

The webinar will be live captioned by MyClearText, through StageText.

All participants will receive an email containing a Zoom link to the training prior to the event. If you have not received an email by the day of the webinar please contact us. Don’t worry; you don’t need a Zoom account, simply follow the link provided and enter the password.

If the booking button isn’t visible the webinar is fully booked. If you want to join the waiting list email

Introduction to Accounting and Financial Management for Small Charities

24 February, 10am-12noon

> Book Now
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