Introduction to Financial Management



These sessions will introduce charities how to develop their financial practices. The workshops are aimed at smaller groups with an annual income of less than £250K. Funded through Copeland Community Fund, the FREE Introduction to Financial Management Workshops can assist groups based in Copeland, or who work in Copeland.

As the workshops are funded by Copeland Community Fund, only groups based in Copeland, or who work in Copeland, can attend.

Groups need to attend all three sessions.

  • Thursday 10th February 10am – 12noon: Introduction to the financial regulatory framework
  • Thursday 24th February 10am – 12noon: Basic financial records – including bookkeeping and bank reconciliation
  • Thursday 10th March 10am – 12noon: Reporting- for committee meetings, annual accounts, reporting/filing deadlines

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Booking is essential. Up to 2 people per organisation. Ideally the Treasurer and an appropriate senior member of staff.

Please book using the link: Introduction to Financial Management