Training


Delivered by small charity finance folk for small charity finance folk


Training


"Superb. Not the usual jargon"



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To infinity and beyond | An introduction to Trustee's core finance duties


90 minute online traditional broadcast sessions with Q and A at the end


To commission this session please email us


This 90 minute introductory session explores the world of Trustee finance duties. The webinar covers:


  • What we mean when we talk about charity finance
  • How to recognise our own money personality and what that means for our charity
  • What good looks like and how to take good financial decisions well
  • Where to look for guidance and how to know what guidance to look for
  • Common elephant traps for charity boards and how to avoid them


The Small Charity Finance School


A programme of 90 min sessions on a range of finance topics


Delivered by Liz Pepler and Rachel Cooper


To commission this session please email us

These one hour introductory sessions cover the small charity finance essentials when running a financially resilient small charity.


  • Introduction to Small Charity Finance
  • Budgeting
  • Bookkeeping
  • Management Accounting
  • Annual Accounting
  • Reserves
  • Cashflow Forecasting
  • Building Financial Resilience


Perfect for building a good foundational knowledge of small charity finance.

Bitesize Small Charity Finance


1 hour session broadcast sessions on a range of finance topics


£0-20 | Online | Various Dates


Current dates - visit EventBrite

Future dates - join our mailing list


Delivered by Liz Pepler and Rachel Cooper


These one hour introductory sessions cover the small charity finance essentials when running a financially resilient small charity.


Sessions are typically 50 minutes broadcast with an optional 10 minute Q and A at the end.


Perfect for accidental finance heroes.

Small Charity; Big Financial Plan


1 day online interactive, highly practical workshop from 10-3.


To commission this session please email us


This session is delivered by Liz Pepler MIAB FRSA

A good organisational plan is essential to make impact in the world. However, only an equally good financial plan will get you over the line and ensure that you stay around for as long as you are needed.


In this highly practical one day workshop we use a simple 7 step process which explores:


  • business models and how to strengthen them
  • basic financial storytelling and how to read accounts
  • financial resilience and the role of reserves
  • financial reports and how to manage risk


Small Charity Friendly Conference 


Annual conference | £free | Online


29th April 2025


Join our mailing list to be invited to next year's free conference


As founding members of the Small Charity Friendly Collective we were delighted to hold our second annual conference in May 24.


People, Partnerships and The Pinch - Elevating the way the small charity sector responds to continued uncertainty.


We are now working on our 2025 conference. Details to be announced in our newsletter.

Small Charity; Simple Finance Skills


1 day online interactive, highly practical workshop from 10-3


To commission this session please email us


This session is delivered by Rachel Cooper FCA

In this one day highly practical workshop  we go back to first principles and revisit how to do the key finance jobs:


  • how to build a budget to make sure we are sustainable
  • how to build a cashflow to make sure we remain solvent
  • how to build management accounts to keep us on track

Small Charity Financial Leadership Programme


A short programme guiding leaders of charities through the principles and practices of financial resilience building in charities and social enterprises.


"Organisational resilience is the ability to anticipate, prepare for, adapt and respond to change in order to survive and prosper"

Cranfield School of Management


To commission this programme for your organisation or funded groups please contact us.


Delivered by Liz Pepler and Rachel Cooper

This programme is delivered over 5 monthly half day online interactive workshops. It has been designed specifically to explore the challenges commonly faced by smaller organisations.


It is perfect for anyone who wants to work with peers to think through the financial challenges ahead. 


Participants deepen their understanding of how to not just survive but also thrive and leave the programme with practical tools to start using to strengthen their financial resilience straight away.

Feedback from this programme:


This was a really good course led by a very experienced person who created a safe and non-judgemental environment to share in.


The facilitator creates a great / thought provoking/ accessible atmosphere regarding exploring finance & delivers realistic financial processes to support fiscal management & decision making.


Loved the accessible style of teaching that made finance engaging!


The excel sheet exercise was really great - made us properly try something, discuss, and think it through. 

Bespoke sessions

We can deliver traditional informative chalk and talk sessions or engaging, interactive, peer mentoring sessions across the finance spectrum.


We provide an end to end service including pre session set up and post session evaluation.


Fees on request. To commission a bespoke session for your organisation or funded groups please contact us.


"Always incredibly valuable and insightful training."

"Really helpful session which gave me more confidence."


"As ever, very enjoyable delivery style and inclusive approach."

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