A Community First Yorkshire event

Finance forum network – Managing restricted funds

Are you a finance worker or volunteer in the voluntary, community and social enterprise sector? Are you looking to take your financial skills to the next level?

This network meeting is tailor-made for you and will not only help increase your confidence but also give you the knowledge needed to manage restricted funds. This will help ensure compliance with regulations and build trust with funders, setting you up for success in the future.

That’s not all – this session will also help you build your capacity by providing practical tips and an insight into best practice for tracking and reporting restricted funds. You will learn how to improve your financial management and avoid common pitfalls that many encounter.

By the end of the meeting, you’ll be equipped with the skills to maintain transparency and effectively manage restricted funds. Join us and take the next step in your professional development.

There will also be an opportunity to chat and share your experience of your finance role, learn about new resources and policy development, ask questions and share good practice, and explore mutual topics of interest.

What will you learn?

Examples of what will be covered during the session include:

  • how to ensure compliance with funder restrictions and requirements
  • best practice for managing and tracking restricted funds
  • reporting and accounting for restricted funds accurately
  • tips for maintaining transparency and accountability
  • common challenges and how to avoid pitfalls when managing restricted funds.

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 by 9 March 2026 (midday).

Contact details

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

Tel: 01904 704177