A Community First Yorkshire event

Budget and cashflow forecasting

budget and cashflow training
quotes

Take charge of your organisation’s finances — with confidence and clarity! 

Ready to demystify budgeting and take control of your financial planning? Whether you’re just starting out or brushing up on your skills, this hands-on, practical course will equip you with the essential tools to confidently plan, manage, and monitor your organisation’s income and expenditure.

With easy-to-follow guidance, you’ll learn how to turn numbers into powerful insights that drive smarter decisions.

During the session, you’ll explore:

  • What a budget really is — and why it matters
  • How budgeting connects to your broader business planning
  • Step-by-step guidance on preparing income and expenditure budgets
  • Exploring different budget formats and when to use them
  • Using budgets to stay on track and in control
  • Understanding the key differences between budgeting and cash-flow forecasting
  • How to prepare a clear, effective cash-flow forecast
  • What a good cash-flow forecast looks like.

By the end of this course, you’ll not only understand the numbers — you’ll be ready to lead with them.

What will you learn?

By the end of this course, participants will:

Increase their confidence 

Feeling more assured in managing budgets and cash-flow forecasts, with a clear understanding of how to track and control income and expenditure effectively.

Build their capacity 

Gaining practical tools and techniques to prepare and use budgets – enabling more efficient and informed financial management across the organisation.

Improve their capability 

Developing the skills to create and apply financial forecasts and budgets – enhancing the ability to plan ahead, respond to financial challenges, and support long-term sustainability.

Who should attend?

This workshop is designed for anybody who is involved in, or has an interest in, the day to day recording of their organisation’s finances, (paid worker, volunteer, trustee etc)

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. 

What’s included?

Course handouts and slides.

About the trainer

Claire Welling – Training Officer   

Claire Welling has worked at WYCAS since 1998, accumulating a range of experience which she brings to her delivery of their training courses.  Claire qualified with CIPFA in 1995 and worked in the public sector prior to moving to the third sector.

As the WYCAS training officer, Claire has a depth of understanding of presenting issues and ways to work around and resolve them.

Cost and concessions

£35 (including VAT)

Concessionary places 

Thanks to funding from North Yorkshire Council, we have free ‘first come, first served’ places if you meet either of the criteria below. You can self-select a free place during booking.

Criteria: 

You are from a North Yorkshire VCSE organisation with an income of up to £5k

OR

You are from a North Yorkshire VCSE organisation with an income of up to £25k that is experiencing financial hardship and would struggle to pay.

These spaces are limited so if a free place is not shown when you go to book, you can ask to be added to the waiting list for a free place on a future training session.

Cancellations should be made up to 7 days prior to the event for a full refund.

See our  Terms and Conditions  for more information.

Book your place here

Contact details

Booking and programme queries contact

Email: info@communityfirstyorkshire.org.uk

Tel: 01904 704177

Booking details

Book your place here.

Booking deadline date: 2 November.

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