Trainers
Reza Motazedi - Head of Charity & Not for Profit Group - Vantis
Gavin Williams - Specialist Charity Group - Vantis
Geoff Wood - Director of Training Services - Vantis
Vaughn Chown - VAT Partner - Vantis
Aim of the Training:
This practical training is designed to enable trustees and managers with no accounting knowledge at all to be able to understand the essential details of a set of charity accounts and the main reporting requirements.
Content:
- What documents are included in a set of accounts and what they mean
- Understanding the technical terms
- The difference between the Statement of Financial Activities (SOFA) and the Balance Sheet and which information in each you should pay attention to.
- How entries impact on Cash Flow
- Reviewing if the charity has enough cash and other funds to meet day to day requirements
- The three conditions that must be fulfilled for income to be treated as income in the accounts
- The accounting treatment of Capital Expenditure and Depreciation
- The allocation of 'overheads' to other headings in the SOFA
- Restricted and Unrestricted Funds
- Understanding from the accounts what Funds the charity has available to distribute
- Key figures to look at when analysing accounts
- Notes to the accounts - what's in them
- The Audit Report - what wording to look for - and one exception that is acceptable
- The Trustees Report - what in particular you need to pay attention to
- VAT - the essential elements you should know
Training Format
The training will be very interactive and trustees and managers will be encouraged to ask questions so as to increase their understanding
We will assume that delegates have no knowledge of accounting.
CPD: 4 Hours/Units
FEE: £125 + VAT or 2 'Block Places' (from £108 + VAT)
(This discounted fee is available to all Charitable organisations)
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Please complete the form below to book on this course, and an invoice will be sent to you for payment.
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Terms:
A full refund (less 20% administration charge) will be made for cancellations received in writing or by email not less than 15 days prior to the course. Cancellations after this time are charged at the full fee.
Please click here for full terms and conditions.
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"Excellent"
Gill P., Harvest Help |
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"Very useful for my needs"
Angela R., UCT Trust |
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"Very competent, went at the right pace, pitched at the right level and covered relevant areas"
Jacqueline C., Brent CAB |
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"Well presented. Excellent content"
John M., John Martin Estates |
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"Very clear and understandable"
Irene M., Leprosy Mission |
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"Excellent"
Mike G., Xtreme Everest |
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"Very understandable"
Mathew C., Beat Bullying |
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"Excellent presentation"
Faith C., Hearing Dogs for Deaf People |
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Yogi S., Women @ the Well |
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“Fluent & engaging”
Ewa H., Farrer & Co (Solicitors) |
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“Content was very well covered”
Stephanie E., CCLA |
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“Very engaging & interesting”
Emma J., The College of Law |
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“Spoke in easy to understand language”
Tahnee W., Order of St John |
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“Very useful”
Penny S., Russell-Cooke (Solicitors) |
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“Very well pitched and communicated”
Fay D., Royal Free Charity |
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Paddy S., Crowthone Old Age to Teen Society |
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“Easy to understand and expert in their knowledge”
Adam H., Three Rivers District Council |
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“10/10”
Sofia A., Liberal Judaism |
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