Embrace Finance x Civic Power Fund
Effective Financial Management Programme
Autumn 2025
These succinct, short sessions have been designed to support leaders of micro and small social purpose organisations build lasting financial resilience in as simple a way as possible.
It is our experience that it is financial confidence which unlocks longer term financial resilience. And it is financial resilience which unlocks long term social change.
Yet many folks tell us that they find finance boring, baffling and anxiety provoking. We get it. It can be all of these things. Especially when the numbers don't go quite the right way.
Therefore, our sessions are delivered in plain English with all jargon explained, go back to first principles and aim to support folks to get on top of and stay on top of the numbers even when finance is not their first love.
We hope you find them helpful and we look forward to working with you.
Welcome to the wonderful world of small social purpose finance
These sessions will cover our essential jobs -
knowing what the numbers are, what they mean and what we need to do
Are these meant for me?
All sessions are tailored to the specific needs of busy folks in small organisations. Whatever your role, you are welcome.
What can I expect?
3 x 2 hr online sessions
Time to connect and reflect
Time for Q and A
A relaxed environment
What do I get?
Engaging slidedecks
Example templates
Worksheets
A supportive community
Effective Financial Management - Introductory
An introductory overview of how to do the financial recording, reporting and decision making in a small social purpose organisation.
What does a finance cycle and monthly finance plan look like? What does compliance, solvency and resilience mean for us?
What are we doing well? What might we need to enhance?
30 September 25 | 10-12
Effective Financial Management - Intermediate
Now that we have an overview of what an effective finance cycle looks like, we will next explore how to build financial sustainability into our day to day financial management.
We will explore how to build a budget on a full cost recovery basis and prepare a cashflow forecast to help us build financial sustainability.
4 November 25 | 10-12
Effective Financial Management - Advanced
We have a good, simple finance cycle and we know what financial sustainability looks like. We now need to manage the fact that the world is always different to what we thought it would be.
We will explore the concept of financial resilience and the role of reserves, scenarios and metrics in managing financial uncertainties and building lasting resilience.
12 December 25 | 10-12
