Training
We deliver the following sessions for boards, grantees, members and teams. Details on how to commission these sessions are below. We offer an end to end service including preparation, delivery and evaluation. All sessions come with a creative commons license and relevant templates.
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Love the friendly approachable nature of the sessions where no question is too silly to ask. It's very freeing and made me feel comfortable to ask questions when I didn't understand something.
Bitesize
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
75 minute online traditional broadcast sessions with Q and A at the end
To commission this session please email us
This 75 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
Foundations Programme
A short programme of sessions on a the fundamentals of small charity finance.
To commission this programme please email us.
These traditional broadcast style introductory sessions have been designed to be quick, succinct and to the point in order to fit in with busy lives.
Perfect for introducing the core elements of small charity finance.
Read more. Booking opens soon.
Charity Finance Strategy
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
Doing less not caring less -
Rising to the challenges of running a small charity in 2025
With the enduring challenges of the last few years, as well as fresh uncertainty ahead, it's no wonder the confidence and clarity of small charity leaders is taking a hit.
Join The Small Charity Friendly Collective for a day of learning, sharing and connecting with other smalls as we consider new ways to navigate these challenging waters. Kindly hosted by Gunnercooke.
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.
Leadership Programme
A 5 part programme guiding leaders of charities through the principles and practices of financial resilience building in charities and social enterprises.
To commission this programme for your organisation or funded groups please contact us.
This programme is delivered over 5 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.
Read more here.
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 created a great atmosphere for us to explore finance.
Loved the accessible style of teaching that made finance engaging!
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."
