Directors, staff and trustees of small charities often have responsibility over a number of areas of which they have little or no expertise.

The Finance for Non-Finance Professionals: Management Reporting and Accounts course has been designed for charity leaders who have financial responsibilities but no previous financial experience. It will teach the basics of accounts, financial obligations and to understand how finance and finance reporting works.

This course is unique to JHub and has been developed specifically for small to medium sized charities in mind. The sessions are delivered in small groups which means that our trusted facilitator can tailor the course to the needs of the attendees.

The course is split over two half-days and over the two sessions participants will cover:

  • Key finance terminology
  • The key financial, legal and operational information needed as part of financial reporting
  • How to interpret their organisation’s financial documents
  • How to present a budget and balance sheet

5 March 2020 – Understanding Accounts

Learn how to look through your organisation’s accounts and balance sheets with confidence – understand what the terminology means, who they are for, and what they could tell a funder about your charity.

19 March 2020 – Internal Reporting

Learn to present management information to managers or trustees in a useful and effective way and understand what should be included in a budget and why.

Prerequisites

This course is open to all Pears Grantees and aimed at anyone with little or no previous financial experience but who have financial responsibilities in their charities and need to understand and interpret financial information. It would especially suit charity directors, staff and trustees.

This course will be delivered over two half-day sessions on 5 March and 19 March 2020, each with a different focus.

Attendees are expected to attend both.

If you would like to book a place, please contact RFranklin@pearsfoundation.org.uk

Trainer Biography

Jonathan Lachmann is a principal accountant for the non profit team at HW Fisher Accountants. He has a particular knowledge of membership organisations which covers a broad variety of projects ranging from strategic planning through to governance and organisation effectiveness. Jonathan has been a  trustee of Limmud, a global leader in Jewish education, and is currently a trustee of The Big Issue Foundation. He holds the ICAEW Diploma in Charity Accounting.

Extra Information

Each session will start at 9.30 am with registration and coffee and end by 1pm.

A fish/vegetarian lunch will be served; if you have any dietary requirements please let us know.

JHub is in Haskell House, 152 West End Lane, London, NW6 1SD. For directions please follow this link.

Please note there is no parking at JHub.