A Community First Yorkshire event

Finance forum – financial reports to trustees

This session is perfect for finance workers and volunteers responsible for reporting financial information to trustees.

Examples of what we’ll cover:

  • How to present financial reports clearly and effectively to trustees
  • Key financial information trustees need to know and why
  • Best practices for ensuring transparency and accountability in financial reporting
  • Tips for making complex financial data accessible to non-financial trustees
  • Common reporting mistakes and how to avoid them

 

What will you learn?

Learning outcomes:  

Increase Confidence: Participants will learn how to present financial reports clearly, making trustees feel more informed and confident in decision-making.

Build Capacity: The course helps improve the organisation’s ability to report finances effectively, ensuring transparency and accountability.

Improve Capability: Attendees will gain skills in simplifying complex data for non-financial trustees, making financial reporting more accessible and accurate.

Who should attend?

This workshop is designed for anybody who is involved in or has an interest in their charity’s finances, including managers, bookkeepers, trustees, or treasurers.

Please note this training is aimed at voluntary, community and social enterprise (VCSE) organisations and groups based in North Yorkshire or delivering services within North Yorkshire.

About the trainer

Rhys North – Senior Accountant 

Rhys North brings a wealth of experience to his online training courses, including sessions on preparing for the year-end and understanding the financial responsibilities of trustees. With over 30 years of experience as a chartered accountant, Rhys has worked in various financial management roles within the NHS and retrained as a teacher in 2010. Since joining WYCAS in 2019, Rhys has been passionate about sharing his expertise, making complex financial topics accessible to all. His courses are clear, practical, and designed to support both individuals and organisations in strengthening their financial management skills.

Booking details

Book here

Contact details

Booking and programme queries:
Email: info@communityfirstyorkshire.org.uk

Tel: 01904 704177