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Trustees and staff both need to ensure that money is used properly, as part of their responsibility for managing the organisation effectively. Many organisations must now provide a financial controls policy as a condition of a grant, contract, or service level agreement.
This workshop will enable you to pinpoint the strengths and weaknesses of your financial systems. It will show you how to set up appropriate systems to improve efficiency, reduce the risk of mistakes (lost invoices etc), and the risk of serious problems such as allegations of fraud.
| Date: |
Thursday 19 November |
Time: |
10.00am – 4.00pm |
Venue: |
Leighton Buzzard |
Trainer: |
Pam McNay |
Cost: |
£30 / £20* |
Fee refunded upon attendance.
This is for YOU if you are
- you are a trustee or treasurer, finance worker, or a manager with financial duties
- are responsible for safeguarding the assets of the organisation and the day-to-day financial procedures
- want to develop or review your financial policy and procedures
Content
- Understanding the respective responsibilities of the management committee and staff
- Understanding what financial management means and why it is important
- Setting up basic systems for organising and recording financial activities
- Monitoring and control of incomings, outgoings, assets and budgets
- What to include in your written financial policy and procedures
The session will include case studies, practical exercises and examples of financial controls procedures.
Trainer
This one day course will be led by Pam McNay, Pam is well known to the local voluntary sector and has worked as a freelance trainer/consultant for well over 20 years, primarily with voluntary groups.
In training, she draws on the skills and understanding of those involved, while offering new perspectives and ways of looking at things. She uses a range of approaches: to meet diverse needs, to value varying experiences and to match the specific work most appropriately.
Venue
The workshop will be held at Bossard House, West Street, Leighton Buzzard, LU7 1DA. This venue is fully accessible. Parking is available in a pay and display car park nearby.
Access and Individual Requirements
If you have any specific individual requirements to enable you to attend this event please let us know. Every effort is made to meet individual requirements, which might include; a loop system, sign language interpreter, wheelchair access, handouts in large print or special dietary requirements.
Refreshments including buffet lunch, with vegetarian and non vegetarian food, will be provided.
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