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Understanding the numbers: financial intelligence for trustees

As a charity leader or trustee, an understanding of finance, financial management, corporate and management metrics and reporting are essential in carrying out your role and exercising 'good' governance. This introductory session will provide you with increased confidence and greater ability to review and assess financial information, improving your ability to monitor resources, articulate impact and make better decisions.
When Mar 03, 2017
from 09:30 AM to 04:30 PM
Where NCVO, London, N1 9RL
Contact Name
Contact Phone 020 7520 2402
Attendees People who are new to governance and trusteeship and those trustees who feel they would benefit from a better understanding of their charity's finances and accounts. This course could also form part of an induction for a new trustee or a refresher session for existing trustees and senior staff.
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By the end of the day you will have:

  • identified the core financial documents that a charity must publish
  • an understanding of the way accounts are presented
  • explored the key reporting areas of financial management and control
  • been given tips for reading management accounts
  • an understanding of the role and responsibilities of a treasurer and the role of all trustees in relation to the finances of the charity.


NCVO Conference Suite, Society Building, 8 All Saints Street, London, N1 9RL. Where are we?

"a great introduction – I feel much more confident now"

"timely as I've just joined the audit committee and now I know what is important"

"my responsibilities are much clearer"

"really helped demystify the terms"

Who runs it?

Howard Exton Smith has over 20 years experience as a consultant, facilitator and coach specialising in personal and organisational development, governance and performance improvement.

His sessions are practical, giving participants exercises to bring out certain issues rather than just tell them. His background in general management and as a former chair and trustee enables him to demystify the language, build your confidence and encourage you to form good, cooperative relationships with your finance people.


Our pricing structure is based on your organisation’s gross annual income. We also offer a 30% discount for NCVO members.

Standard rates



£5m or more

NCVO members






How to book?

Book online now

Not quite what you are looking for?

If you are a new trustee, or you would like a refresher in your overall roles and responsibilities, then look at our Charity Trustees: Induction and refresher course instead.

If you want something more practical that aims to help delegates work together on real life scenarios that actual boards are facing, our course The High Performance Board may be for you.

If you service boards and need help with governance administration, our new course Supporting Good Governance would help you.

If you are interested in charity finance for non financial managers then our new course will be of interest.

Would you like to run this training for your organisation?

We offer bespoke and in-house training on a range of topics, including governance and leadership, sustainable funding and strategy development. For more information please complete our online contact form.

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Page last edited Apr 13, 2017

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