Financial reporting to Trustee Boards
This short video will cover what financial reports need to go to a Trustee Board meeting.
Course Content
This is an Intermediate level course.
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.
Feedback survey Please note that there is a short feedback survey included with this course and we would appreciate your thoughts.
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Subscription options
Manage your organisation's training costs with affordable subscriptions for small, medium and large organisations. Alternatively take out subscription for one person. Both cover more than 80 courses.
Charging policy
DCA is committed to producing as much affordable training as we can. While some of the courses are charged-for, we offer subscription options to ensure that they are affordable (as above). Our courses still remain some of the best value in the industry.
We will offer money-off vouchers and special offers every month, so do look out for Academy news and promotions in our e-newsletters and at networking events. Sponsored courses will be free of charge.
You will receive a receipt upon purchasing this course, so don't forget to claim the course fee back from your organisation if you are able to do so.
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