Training


Delivered by small charity finance folk for small charity finance folk


Training


"Superb. Not the usual jargon"



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I never thought I'd hear myself say this but I am so excited about taking our financial and organisational resilience to the next level. I'm also really proud of what we've achieved and where we are, I don't think we give ourselves enough credit for steering a pretty water tight ship through the choppiest of waters year on year, month on month. Embrace Finance helped us recognise that. 

Rachel Rowlands, CEO,  Age Connects Morgannwg

Lunch and Learn | 

2025 Planning Sessions


Join us for two 60 minute Lunch and Learn sessions


These sessions are designed to be traditional broadcast sessions where you can sit back, absorb and digest at your leisure.

Budgeting for Sustainability will help you create a clear, effective financial plan to deliver your plans for the year ahead

Thu, 6 Feb 2025 13:00 - 14:00

2025. A Year of Responding, Not Reacting will equip you with strategies to adapt and thrive in an ever-changing environment and build resilience throughout your charity.

Thu, 27 Feb 2025 12:00 - 13:00

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 60 min sessions on a range of finance topics


Delivered by Liz Pepler and Rachel Cooper


To commission this programme please email us.


Can also be delivered as stand alone sessions.

These traditional broadcast style 60 mins introductory sessions have been designed to be quick, succinct and to the point in order to fit in with busy lives.


Together they cover the full spectrum of what is needed to be compliant, impactful and resilient.


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


Perfect for introducing the core elements of small charity finance.

Charity Finance Stratey


1 day online interactive, practical workshop.


To attend this session or commission it for your organisation please visit NCVO.


This session is delivered by Liz Pepler MIAB FRSA

A finance strategy is vital for your organisation’s stability. This course will give you an overview of how to develop one.


You'll learn how to:

  • determine your current financial position
  • calculate the cost of your plans
  • assess the impact on reserves.


We’ll introduce the principles of financial resilience and share some financial planning tools to help.

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.

Charity Finance Skills


1 day online interactive, practical workshop.


To attend this session or commission it for your organisation please visit NCVO.


This session is delivered by Rachel Cooper ACA.


This course will explore some basic tools to help you:


  • make better financial decisions for your organisation
  • monitor resources
  • communicate effectively with finance professionals.

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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