Association of Chairs: Board Essentials - Understanding Your Charity's Accounts: A practical introduction for trustees

Date & time: 17 September 2026, 12:00pm - 1:15pm
Venue
Online

Do charity accounts feel like a mystery? This 75-minute **lunchtime **session is designed to help trustees of small charities feel more confident reading and understanding their charity’s annual accounts. Whether you're new to trusteeship or simply want to demystify the numbers, this session will walk you through what to look for and why it matters.

In this webinar we will explore:

  • What we need to prepare and how; receipts and payments v accruals accounts and the role of the Charities SORP
  • Two main financial statements – SOFA and Balance Sheet - and what they tell us using example accounts for a charity with income c£500k
  • Key questions trustees should ask when reviewing accounts
  • How to spot risks and red flags
  • Signposting to example accounts, Charity Commission guidance and templates
  • Key questions trustees should ask when reviewing accounts
  • How accounts help with strategic planning

Who should attend:

  • New trustees wanting to build confidence with charity finances
  • Trustees of small charities who want to better understand their annual accounts
  • Chairs and treasurers keen to support effective board decision-making

About the session

  • The session is free for those with a Board Membership
  • The session will take place on Zoom. The joining link will be sent in the confirmation email.
Cost
£20-35
Provider
Association of Chairs / Charterpath
Further details / booking