Essential Skills in Financial Management: 5. Financial Reports for your Committee

Course Summary
Event Date: 
21/07/2011
Time: 
9:30 am - 1:15 pm
Co-ordinator: 
Christine Wykes-D...

The Essential Skills in Financial Mangement courses are designed for beginners with little or no knowledge of bookkeeping and accounts as well as those who feel they need a refresher course. The five half day sessions make up a complete introductory course but you can book individual course sessions if places are available and you have the relevant skills.  If in doubt, please contact us for advice before you book.  Priority will be given to those attending all 5 courses.

The course is paper based and will demonstrate manual bookkeeping.  However we will discuss how these records can be kept on Excel spreadsheets and we can provide you with templates in Excel that you can tailor to your group's needs.

Follow up support will be available to help you implement what you have learned.

5. FINANCIAL REPORTS FOR YOUR COMMITTEE

This final course relies on knowledge and skills acquired in the four earlier sessions.  If you want to attend this session on its own you will need experience of bookkeeping and budgeting. If in doubt, please contact us for advice.

By the end of this course you will:

  • Understand the importance of providing financial reports to your management committee
  • Know some typical financial reports that you could use e.g:
    - A budget variance report
    - A receipts and payments accounts
    - A cashflow forecast

For more information please contact the trainer Christine Wykes Driver on 020 8314 6576 or email christine@valewisham.org.uk

Who is the course suitable for?: 
Treasurers and other committee members, administration staff or finance workers, managers and finance volunteers.
Prerequisites for attending this course: 
This final session relies on knowledge and skills acquired in the four earlier sessions. If you want to attend this session on its own you will need experience of bookkeeping and budgeting. Please check with the course organiser before booking. Priority will be given to people attending all 5 Essentials courses. You will need numeracy and literacy skills.
Other Details
Fee Structure: 
Asset fees apply
AttachmentSize
Essentials booking form.doc95 KB