Small Charity Finance Academy

Our Winter term dates will be confirmed soon. Please join our newsletter for details.

  • About these sessions

    These sessions are aimed at anyone looking to build confidence in small charity finance. Sessions are aimed at smaller organisations with an income under £500k, but all are welcome. 


    Sessions are delivered by qualified finance professionals who have spent all or most of their working lives in the charity sector and know the challenges that small charities face well. 

  • What to expect

    - 90 min sessions including time for Q and A and onnection time with peers


    - Slide decks, signposting and templates 


    - Warm, non-judgemental, small charity friendly facilitation


    It is our policy not to record these sessions, as we find that recording them live inhibits discussion. However, most sessions include a short pre-recorded video covering the main points. All content will be available on the links below after each session.

  • Who these sessions are aimed at

    The sessions have been designed to be at an introductory level, and we try hard not to use jargon - and to explain it clearly - when we have to.


    We encourage all questions. The only daft questions are the ones we don't ask. 

     

    We look forward to seeing you.

Introduction to Budgeting

How to prepare a simple budget which builds longer term sustainability.

24 Sep 26

9.30-11

£30

Book here

Introduction to Cashflow Forecasting

How to prepare a simple cashflow forecast and be confident we are a going concern. 

1 Oct 26

9.30-11

£30

Book here

Introduction to Financial Reports

How to prepare a simple monthly finance report.

8 Oct 2026

9.30-11

£30

Book here

Introduction to Annual Accounts

How to sail through year-end.

15 Oct 2026

9.30-11

£30

Book here

Introduction to Reserves

How to draft a simple risk-based reserves policy

22 Oct 26

9.30-11

£30

Book here


Slidedeck

Template

Pre-recorded video

Charity Commission guidance


"Awesome session
which took the 
fear out of 
financial planning"

Getting on top of and keeping on top of the numbers in a small charity can be challenging. 

Small charity finance is technical, regulated and complicated. It can be, we are sometimes told, boring, and when the numbers don't go the right way, it can be anxiety provoking.

We understand the challenges small charities face when building financial sustainability. We explain finance in a simple, accessible way. We take the stress out of it all.