Trustees online workshop: Financial Planning and Management

The BAVO Link-Up project is offering free training for a limited time.

Join us for Top Tips for trustees on financial planning and management

Thursday 14 October 2021 from 10am – 12 noon (online via Zoom).
Cost: free of charge members, £25 non members
Booking deadline: 5pm, 7 October 2021.

Not a member of BAVO yet?  Membership is free for third sector groups!

Bookings only open to voluntary sector in Bridgend County, Neath Port Talbot and Swansea.

Board members of all charities have a collective legal responsibility to manage their organisation’s finances prudently. This can seem like a big challenge – but it doesn’t have to be!

Whether you’re a new Board member or have some experience, this  2 hour online session will help you understand the benefits of careful planning, and regular review  of your organisation’ s financial situation.  It will show you how to make the most of what funding you’ve got, and how to avoid getting into financial difficulties.

Led by a qualified and experienced financial manager, the workshop will use ordinary everyday English so that you don’t get put off  by technical terms.

Funded by the National Lottery Community Fund, our Link Up Project aims to strengthen voluntary third sector governance and skills development. Our work helps Trustees and board/committee members to become more confident in their roles.

This session will help you to:

  • Understand your financial responsibilities
  • Consider the Board’s financial planning cycle
  • help you understand the process of reviewing your organisations financial position

This is an ONLINE session via Zoom.

BAVO can help you to access and install Zoom IN ADVANCE of the event.  If you need support to do that,  please call us on 01656 810400.

The workshop is free to BAVO members, and £25 to non-member organisations.

Book now

Register for your free place here.

Please note: your booking is free. This training course is heavily subsidised by the National Lottery Community Fund. However, if you fail to attend the event and don’t cancel your place more than 48 hours before your organisation will be charged £25 cancellation fee. If you find with short notice that you cannot attend, we suggest you send someone else from your organisation in your place.

This reduces waiting lists and costs to BAVO

Your link to the Zoom session will be sent to you before 11 October 2021

Contact us

For further details, contact BAVO, T: 01656 810400 or E:

  • Third Sector Support Wales
  • Welsh Government
  • Investing in Volunteers
  • Quality in Befriending
  • Cyber essentials
  • Cynnig Cymraeg
  • Cultural Competence Silver Award