Charity Finance 101 for Trustees and Managers

This interactive training is tailored to trustees and staff of small and medium-sized charities who have little or no prior financial experience and want to build their confidence in charity finance.

Designed for people who feel uncertain about charity finances, this course explains key financial concepts in a practical and accessible way, without technical jargon or accounting knowledge being required.

By joining us on this course, you will gain a clearer understanding of:

• the financial responsibilities of trustees and senior managers
• how charity finances work in practice
• how to read and interpret key financial documents
• the meaning and application of key terms, such as reserves and restricted funds
• reporting requirements and financial controls
• how to identify potential financial risks and ask informed questions

By the end of the training, attendees will feel more confident contributing to their charity’s financial sustainability, governance, and decision-making.

Who is this training for?

This training is particularly suitable for:

• first-time trustees
• recently appointed charity managers or leaders
• operational staff with budget responsibilities
• anyone involved in charity governance who would like a stronger understanding of finance

No prior finance experience is required.

About your trainers

This training is delivered by Rachel Parry of Pipistrelle Support Services. Rachel is an experienced charity professional with over 10 years’ experience delivering training and supporting charities.

The course is based on real-world experience of charity finance management and operations and has been developed jointly by Rachel and her business partner Ryan, a charity specialist accountant. Together they run Pipistrelle Support Services, a small specialist business supporting charities with finance, accounting, and operations.

The training focuses on practical understanding and real-life application, helping participants feel more confident using financial information within their own organisations.

Training format

The training lasts 3 hours in total and is delivered over two online sessions. Participants should attend both sessions.

• Wednesday 18 November 2026: 10:00 - 11:30
• Wednesday 25 November 2026: 10:00 - 11:30

The training will be delivered online, via Microsoft Teams.

Pricing

• Standard: £60
• Early bird: £45 (for tickets purchased before 31 July 2026)
• Small charity concession: £45 (for charities with an annual turnover of less than £40,000)
• Group discount: £45 per ticket (when purchasing 3 or more tickets)

What’s included

Participants will receive:

• 3 hours of live interactive online training
• downloadable resources and guidance materials
• practical examples and discussion opportunities
• the opportunity to ask questions throughout
• networking with other charity trustees and staff

If you would like to run this session as a bespoke workshop for your board or team, please contact us on info@pipistrelle-support.co.uk. We can deliver something tailored to your organisation's unique circumstances, and run either online or in-person at a time convenient to you.