Financial Management
Jen Richardson, former Head of Charities at Ward Goodman gives us the benefit of her expertise on the subject the basics of financial management.
Course Content
This is an Intermediate level course.
Jen Richardson is the Head of Charities at Ward Goodman accountants and has advised dozens of charities on their financial processes. Here she gives us the benefit of her expertise and discusses:
- The benefits of having a finance committee
- Using an experienced Auditor or Independent Examiner
- Reserves policies
- Strategic and operational planning
- Having good internal controls (Charity Commission's guidance CC08)
- Bank mandates
- Accounting records
This course is suitable for Trustees or staff of charities, groups and social businesses. If you are very new to financial matters, you may want to look at the resources below first.
This video is 23 minutes long.
Other resources
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