Financial reporting to Trustee Boards
This short video will cover what financial reports need to go to a Trustee Board meeting.
Course Content
This conversation is with Linda Riggs, DCA's former Office and Finance Manager. Linda prepares and submits reports to DCA's Board for meetings and annually when they are considering budgets and accounts. As organisations grow and the finance function may devolve to a finance professional, receiving the right reports in a timely fashion, is a vital part of the managing the financial health of the organisation.
In this video Linda discusses key questions, based on her expertise and knowledge of this important process.
These are:
- What financial information do you think a Trustee Board needs to see?
- How often do you update them?
- What do you do if someone on the Trustee Board doesn't have much experience with financial information?
The video is in a discursive, informal style rather than a presentation. It is just over 8 minutes long.
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Roles and Responsibilities of Trustees
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Template policy: Disciplinary policy
CourseThis DCA template will help you to create or update your own policy. It gives a standard text, together with links and notes so that you can adapt it to suit you. Each section highlights what you need to consider.