NFWI Training : Federation Treasurer Training – What You Need to Know, What You Need to Do for New and Potential Treasurers with the Directory of Social Change

Sign Up Now: £0.00

Starts: Wednesday, 10 July 2024 at 9:30AM
Ends: Wednesday, 10 July 2024 at 1:00PM

Available spaces: 16
Host: Jacqueline Williams


This course is provided for existing Federation Treasurers, Assistant Treasurers or others expecting to take on the role of Federation Treasurer. We ask that only one person per federation attends each session. Please ensure your Federation role is added to your MCS profile to enable us to verify your eligibility for this training course. 

We are pleased to be working with the Directory of Social Change to offer this online session. Please ensure you read the course description, including aims and objectives prior to booking. The partner trainers we are working with are experts in their field and, while they have been briefed on the structure of the WI, this session will not be WI specific. 


Wednesday 10 July - 9:30am-1pm

Are you a new or potential Federation Treasurer? Have you got little experience of working with financial reports or preparing budgets and cashflow forecasts? Feeling out of your depth in taking on the role of Federation Treasurer? This course can help! 

The aim of these sessions is to enable Treasurers of UK charities to get a better understanding of the legal obligations that boards have in relation to managing the finances of charities, and understand what they, as treasurer can do to guide the board in carrying out these obligations.   

This session will: 

  1. provide guidance on what information you need to be confident that you can do the role.

  2. enable you to prepare a Checklist of questions and areas of support you would need in your first 100 (or so) days in the role.  

  3. help identify areas of focus as part of your induction to your role on the Board,  

  4. appreciate your responsibility for guiding the Board on financial management and reporting issues. 

The session will also explore best practice within the charity sector regarding the role of charity treasurers in advising and contributing to board decisions, and overseeing operational financial matters: budgeting, reporting and establishing relevant controls within the organisation. 


Participants will leave the programme with a good understanding of: 

  • Charity commission requirements regarding producing financial statements and related disclosures that charity trustees need to make  

  • Recommended practice regarding setting up and monitoring financial controls within charities, and how boards can oversee such controls as operationalised by charity staff 

  • The common risks that charities face (varying depending on size and profile) and good practice in managing, and reporting on identified risks. 

  • Charity law legal compliance relating to charity finances  

  • Best practice for achieving compliance: financial controls, financial systems. Treasurer’s Terms of reference Vs collective responsibility of the board 

  • Budgeting and accounting for charity income and expenditure, budgetary controls and reports 


Industry relevant examples will be used to enable participants to engage with the content. The session will also make reference to financial statements that are relevant to participants to enable them to appreciate how legal and good practice translate to meaningful finance-based reports. 

This is a participatory training session and to ensure participants to feel able to ask questions and share experiences freely, this session will not be recorded.


The Trainer - Jacqueline Williams

The session will be facilitated by Jacqueline Williams a governance and leadership consultant who has 20+ years working with not for profits. Her areas of specialisation are legal responsibilities of boards and good practice in relation to financial governance. She regularly carries out governance reviews, training for Boards and staff, facilitating awaydays where organisations seek to develop and structure their strategies, develop appropriate key performance indicators and performance management structures and processes. As a certified coach, Jacqueline also provides support through executive coaching for trustees and members of senior leadership teams.


Please note, if this course is full we encourage you to join the waiting list and we will contact you with advanced booking access to the next course date once available. 

Zoom log in details will be included at the bottom of your confirmation email after you have registered.  

(If you do not receive a confirmation email please check your spam/junk email boxes or sign into the 'Your Account' section of the Learning Hub website to retrieve all of your booking and course information)