Support for finance staff

The finance network meetings provide a space for charity finance colleagues in North Yorkshire to meet with others in a similar role.

The meetings offer an opportunity to share experiences, ask questions and share good practice, information, advice and tips on all areas of voluntary sector finance.

Experiencing a challenge and would welcome support and advice or have a top tip to share with others in the sector? The finance network meetings offer an opportunity to connect with others sharing financial knowledge and experience.

Discussions are often far ranging covering everything from financial reporting and accounting, to cyber security and risk management. Colleagues benefit from hearing how others manage their financial activities and are also encouraged to connect outside meetings to offer peer support and help with questions raised.

Previous attendees have said:

“Very welcoming and informal setting with useful information discussed”

“Really useful meeting this morning, certainly fresh thoughts to cover off”

“Good, insightful discussion around topics raised”

Upcoming Network meetings
  • 7 July 2022, 10:00am – 12:00pm, Gift Aid presentation followed by opportunity for open discussion. Find out more information and book a place here.
  • 3 November 2022, 10:00am – 11:00am, Open discussion
  • 19 January 2023, 10:00am – 12:00pm, Presentation on insurance for voluntary and charity sector organisations followed by an opportunity for open discussion

Find out more information and to book a space here.

Previous network meetings

An overview of previous network meeting topics, useful links and resources.

April 2022

Topics explored included making financial information understandable and accessible for all trustees, increase in HMRC mileage payment threshold, useful sources of financial information and charity bank challenges.

Resources shared after the session included:

Useful sources of financial information:

  • Sign up to the Sayer Vincent newsletter here and Hays Macintyre newsletter here.
  • Charity banking challenges: NCVO national survey on behalf of the Civil Society Group (of which ACRE is a member). Aim is to capture banking issues affecting the voluntary and community sector and inform discussions with the Charity Commission and UK Finance. Closing date: 6 May. Complete the survey here.

January 2022: Open discussion

Topics explored included collecting gift aid, commission rates on cash less payment systems and generating reports, selling merchandise on line, systems for payments of volunteer expenses and use of finance platforms for investments

Resources shared after the session included:

Organisations who have useful websites, offer good training (sometimes free) or produce informative newsletters:

October 2021: Open discussion

Lots of interesting discussion on the topic of digital finance and particularly cyber security.  Post meeting resources included:

  • Sayer Vincent are “an audit and advisory firm working exclusively with charities and social purpose organisations”. They have an excellent range of “Made Simple” guides and run many free training courses which are a good source of charity specific information. You may find it useful to sign up for their monthly newsletter.
  • WYCAS (West Yorkshire Community Accounting Service) have lots of useful information and resources on their website.
  • To check that your emails and passwords haven’t been used in a data breach enter them into this website: https://haveibeenpwned.com

May 2021: Open discussion

Topics discussed at this meeting included financial qualifications and book keeping courses and the importance of budget and cash flow forecasting.

Resources shared after the meeting included:

Specialist resources

There is a wealth of information available on the Money page of our website resources. These can help you manage your money from budgeting tips and looking after your accounts, to getting funding ready. Our top picks from the Charity Commission are below:

General resources

We have a wide range of general information applicable to different aspects of running a successful organisation which includes good governance; funding; policies and procedures, volunteer management and operational good practice

Newsletters

Stay up to date with the latest news, opportunities and resources by subscribing to our themed newsletters. You can sign up here.

Contact us

To find out more about the network please contact Joanne Abbott and Lizzie Clapham, communitysupport@communityfirstyorkshire.org.uk