CommUNITY Barnet Training

CommUNITY Barnet Training Programme Spring 2012

Welcome to our spring training programme 2012!

Our spring training programme focuses on the key areas of fundraising and finance. We provide expert guidance on fundraising strategies and outcomes and on the legal requirements and best practice for your financial management.

Please note spaces are limited so BOOK NOW to avoid disappointment!

There are reduced fees for CommUNITY Barnet members!

For more information email Development@CommUNITYBarnet.org.uk or telephone 020 8364 8400.

Spring 2012 Training Programme at a Glance:

Date	Time	Training
Wednesday 22 February	10am – 4pm	External Financial Reporting – Annual Accounts
Tuesday 28 February	10am – 4pm	Fundraising Strategy
Tuesday 6 March	10am – 4pm	Financial Planning Budgeting and Cashflow
Thursday 22 March	10am - 4pm	Outcomes
Wednesday 28 March	10am – 4pm	Bookkeeping Essentials

From April … Legal Structures, Employment and Human Resources, Research and Planning, Social Media… More info soon…!

For a detailed description of our training programme please see below:

External Financial Reporting - Annual Accounts

Date: Wednesday 22 February 2012

Time: 10am – 4pm

Venue: Richmond Fellowship, 52 Moxon Street, Barnet EN5 5TS

If you are incorporated as a company or charity with annual incomes exceeding 10 thousand pounds you are expected to prepare annual accounts and distribute this to stakeholders. We are giving you the chance to come and brush up on or learn about latest legal requirements and best practice in preparing the year–end accounts.

Outcomes: By the end of the session you will have increased your skills in preparation of SORP compliant accounts.

Topics covered include:

Understanding the reporting requirements of SORP
Preparation of SOFA and Balance Sheet
The need for Audit or Independent Examination

This workshop is aimed at: Treasurers and Finance Officers

Trainer: Cephas Akuklu, Community Accountant

Fundraising Strategy

Date: Tuesday 28 February 2012

Time: 10am – 4pm

Venue: Richmond Fellowship, 52 Moxon Street, Barnet EN5 5TS

A fundraising strategy will ensure that you are not dependent on one source of funding and it should be developed before you start making funding applications. It will help you to plan and prioritise your work, and could ultimately help increase your income.

Outcomes:

By the end of the day you will be able to:

understand and convey to your staff / stakeholders the importance of taking a long-term view in terms of strategy
recognise how a fundraising strategy fits in with your overall business / strategic plan
begin to plan and prioritise your fundraising

Topics covered:

the importance and development of a fundraising strategy
short and long-term planning
diversifying income sources

This workshop is aimed at:

any organisation that either has no formal fundraising strategy in place or needs to revisit an existing one
anyone involved with planning and/or fundraising – staff and/or trustees

Trainer:

Marilyn Keats, CommUNITY Barnet Development Officer: Sustainability and CES (Charities Evaluation Services) Outcomes Champion

Financial Planning - Using Budgets and Cash Flow Forecasting

Date: Tuesday 6 March 2012

Time: 10am – 4pm

Venue: Richmond Fellowship, 52 Moxon Street, Barnet EN5 5TS

Planning is fundamental to the success of any organisation. All activities have financial implications and need to be provided for ahead of time, especially in these tough times. Funders require you to include budgets to support your application.

Outcomes: By the end of the session you will improve your budgeting skills.

Topics covered include:

Budgeting – contents and process
Types of budgets
Users of budgets
Cash flow forecasting
How to prepare budgets and cash flows

This workshop is aimed at: Treasurers and Finance Officers

Trainer: Cephas Akuklu, Community Accountant

Outcomes

Date: Thursday 22 March 2012

Time: 10am – 4pm

Venue: Richmond Fellowship, 52 Moxon Street, Barnet EN5 5TS

In these challenging times, using Outcomes is vital to ensure that we stay motivated and focused on the needs of our beneficiaries and that our work is efficient, effective and sustainable. The skills are relevant and important whether we are completing application forms or considering going down the commissioning route (you will have to demonstrate added value and that you will make a difference). It helps with your planning, prioritising, management and development.

Outcomes:

By the end of the day you will:

have an increased understanding of what outcomes (and other terms) are and are not
be more aware of the benefits of using outcomes
be better able to identify outcomes relevant for your work
have an improved understanding of how to monitor outcomes

Topics covered:

the terminology and meanings
your organisation’s Mission, Aims and Objectives
identifying outcomes
linking outcomes to planning
first steps towards monitoring and evaluation

This workshop is aimed at:

Anyone involved in planning and/or fundraising, notably fundraisers, managers and trustees. The training is important and relevant for all types and size of organisation - small, medium or large, new, growing or well established. You are strongly encouraged to come with a colleague, preferably a trustee. Past participants have emphasised how useful this has been in achieving effective and long-term change.

Numbers will be limited to maximise learning, so don’t delay – book now!!

Trainer:

Marilyn Keats, CommUNITY Barnet Development Officer: Sustainability and CES (Charities Evaluation Services) Outcomes Champion

Bookkeeping - Essentials

Date: Wednesday 28 March 2012

Time: 10am – 4pm

Venue: Richmond Fellowship, 52 Moxon Street, Barnet EN5 5TS

Recording transactions is good practice for all organisations and funders want to make sure you have systems in place to look after the funds given to you. Without adequate written records, and the documents to support them, it is impossible to control your finances or to prepare financial reports.

Outcomes: By the end of the session you will be able to set up an effective record keeping system.

Topics covered include:

Bank accounts, cash books
The Imprest system of petty cash
Balancing and controlling your cash and petty cash books

This workshop is aimed at: Treasurers and Finance Officers

Trainer: Cephas Akuklu, Community Accountant

For a breakdown of costs, available discounts, and to book please see here.