Essential Charity Finance for Trustees

Event aims

All trustees have a shared responsibility for their organisation’s finances. Increasing competition for funding and pressures to improve efficiency means that trustees need to be confident that they understand this vital part of their charity’s strategy.

This training session provides an overview of the key areas, essential for all trustees. It provides an opportunity to raise any specific questions you may have around your financial obligations.

This live, interactive training will be delivered on Zoom.

Who should attend 

This training is suitable for new and experienced charity trustees. This isn’t a technical course and you don’t need to have a background in finance.

What will you learn 

This training session aims to:

  • Clarify the financial responsibilities of trustees and the legal framework underpinning these.
  • Explain the tools used to ensure trustees can fulfil these responsibilities.
  • Explain what to look for in budgets and management accounts.
  • Explore the issues to address when setting a reserves policy.

This will also be an opportunity to network with other trustees from across North Yorkshire.


This training will be delivered by a skilled, experienced trainer from West Yorkshire Community Accounting Service (WYCAS). Your trainer will bring in-depth understanding of the voluntary, charity and community sector. WYCAS provide financial management training and accounting services within the voluntary and community sector.

How to book

Please scroll down to book your place. Closing date is Monday 22 February at 12pm.

If you have any questions about the training please contact or 01904 704 177.

If you have any questions about booking or invoicing please contact or telephone 01904 704 177.


Attendees can receive refunds for cancellations up to 7 days before the event date.

Please note that non-attendance on training you have booked on will require the full payment, this is also applies to bursary and funded places. This is to allow as many participants as possible access to our training. See our Terms and Conditions for more information.


This event is free to organisations in North Yorkshire with an income of up to £5k thanks to funding from North Yorkshire County Council.

Places for other organisations are £24 each (£20 +VAT).

If you are a small organisation that would struggle to attend this training a small number of bursary places may be available, please contact or 01904 704 177 to discuss this further.

Event Details