We will guide you through using the in-house WYCAS cashbook (available for free download), developed over many years, to provide a simple, effective system for small charitable organisations and social enterprises.
This session will introduce how to:
What will you learn?
Increase Confidence: Participants learn to track and reconcile finances accurately, giving them confidence in their financial data.
Build Capacity: The free WYCAS cashbook tool makes financial management simpler, helping small groups stay organised and efficient.
Improve Capability: Gaining skills in producing finance reports and reconciling accounts enhances decision making and financial oversight.
Who should attend?
This workshop is designed for anybody who is involved in, or has an interest in, the day to day recording of their organisation’s finances, (paid worker, volunteer, trustee etc)
Please make sure that you have:
Please note this training is aimed at voluntary, community and social enterprise (VCSE) organisations and groups based in North Yorkshire or delivering services within North Yorkshire.
What's included?
Course handouts and slides.
About the trainer
Katy Sargeant – Community Accountant
Katy Sargeant has been delivering cashbook training for the past year, bringing a wealth of experience from her diverse accounting background. After qualifying as a chartered accountant with ICAEW, Katy worked in management accounting at prestigious institutions like Imperial College and the University of Leeds. Since joining WYCAS in 2022, she’s applied her strong technical expertise to help community organisations with their financial management. Katy’s unique blend of skills ensures her cashbook training is both practical and engaging, empowering participants to gain confidence in managing their finances.
Cost and concessions
£35 (including VAT)
Concessionary places
Thanks to funding from North Yorkshire Council, we have free ‘first come, first served’ places if you meet either of the criteria below. You can self-select a free place during booking.
Criteria:
You are from a North Yorkshire VCSE organisation with an income of up to £5k
OR
You are from a North Yorkshire VCSE organisation with an income of up to £25k that is experiencing financial hardship and would struggle to pay.
These spaces are limited so if a free place is not shown when you go to book, you can ask to be added to the waiting list for a free place on a future training session.
No shows and concessions
Please note that if you don’t attend training that you have booked on without giving seven days notice, you will be required to make the full payment. This also applies to free places. This is to allow as many participants as possible access to our training. See our Terms and Conditions for more information.
Refunds
Attendees can receive refunds for cancellations up to 7 days before the event date.
Contact details
Booking queries contact
Email: info@communityfirstyorkshire.org.uk
Tel: 01904 704177
Programme queries
Email: communitysupport@communityfirstyorkshire.org.uk
Tel: 01904 704177
Booking details
Book your place here.
Booking deadline date: 6 October 2025.
