Creating/reviewing your reserves policy

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23 June 2020 -
2:30pm to 3:30pm

Maybe you are thinking of reviewing your reserves policy or you don’t have one at all? This Creating/reviewing Reserves policy webinar will take you through some of the common areas that small groups struggle with in relation to their reserves (or lack of)

This one hour webinar funded by The Halifax Foundation for NI will include:

 

  • What to include in your reserves calculation
  • To designate or not to designate
  • The policy and what it should look like
  • Spending reserves in crisis
  • Do we have any reserves

 

This session is aimed at the person(s) responsible for the financial management within the organisation i.e. treasurer or finance officer. Templates and guidance will be provided for you to use within your own organisation.

 

About the Trainer

The session will be delivered by Tony Clarke.

 

Tony Clarke has been workings in the sector for 2004, offering accountancy, bookkeeping and payroll services for over 400 clients ranging sole trader, individuals, limited companies and charities. Intelligent, dynamic, and articulate Tony has built up an excellent professional reputation across the private, public and third sector.

 

Tony is a professionally presented Accountant who couples sound technical ability with strong communication skills. Tony has designed and delivers a range of courses for a range of organisations in the voluntary and community sector including: ‘Understanding your Charity Accounts’, ‘Simple and effective group finance’; The ‘dos and don’ts of finance’.

 

 

Costs:
FREE

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Costs

FREE

Online

Online Session

This session will be facilitated online.  We'll provide instructions and support for participants to get setup.