|
Course Subject |
Venue |
Date /Time |
Further Information
on cost/booking |
|
Excel for reporting and budgets |
Claremont CC, Bradford |
10 - 4 09/09/2008 |
Telephone Diane Fox at BCVS on 01274 722772 |
|
Introduction to finance |
The Art House, Wakefield |
10-1 11/09/2008 |
Telephone Samantha Jones at WYCAS on 0113 2706291 |
|
Basic bookkeeping |
West Leeds Healthy Living Network |
10-4 25/09/2008 |
Telephone Tina Ashby at VAL on 0113 2977944 or Casey
Rice at WLHLN on 0113 2951043 |
|
The Role of the Treasurer |
Voluntary Action Leeds |
10-1 07/10/2008 |
Telephone Tina Ashby at VAL on 0113 2977944 |
|
Full Cost Recovery |
The Art House, Wakefield |
10-4 09/10/2008 |
Telephone Samantha Jones at WYCAS on 0113 2706291 |
|
Basic budgeting and cash flow forecasting |
Voluntary Action Leeds |
10-4 28/10/2008 |
Telephone Tina Ashby at VAL on 0113 2977944 |
|
Quickbooks for beginners |
CALTEC, Shipley |
10-4 03/11/2008 |
Telephone Diane Fox at BCVS on 01274 722772 |
|
Full Cost Recovery |
Bradford CVS |
10-4 05/11/2008 |
Telephone Diane Fox at BCVS on 01274 722772 |
|
Intermediate Quickbooks |
CALTEC, Shipley |
10-4 10/11/2008 |
Telephone Diane Fox at BCVS on 01274 722772 |
|
Quickbooks for beginners |
Fairfax House, Leeds |
10-4 11/11/2008 |
Telephone Tina Ashby at VAL on 0113 2977944 |
|
Spreadsheets for managing accounts |
CALTEC, Shipley |
10-4 17/11/2008 |
Telephone Diane Fox at BCVS on 01274 722772 |
|
Basic bookkeeping |
Voluntary Action Kirklees |
9.30-3.30 20/11/2008 |
Telephone Helen Crabtree on 01484 518457 |
|
Understanding annual and management accounts |
The Salvation Army, Castleford |
10-4 11/12/2008 |
Telephone Samantha Jones at WYCAS on 0113 2706291 |
|
Quickbooks for beginners |
CALTEC, Shipley |
10-4 15/12/2008 |
Telephone Diane Fox at BCVS on 01274 722772 |
|
Financial Practice and Procedures accredited course
- for 1 day per week for 5 weeks ending 11/02/2009 |
Bradford CVS |
10-4 commencing 14/01/2009 |
Telephone Diane Fox at BCVS on 01274 722772 |
| Basic bookkeeping
- Full day course |
|---|
| Aim |
To introduce
participants to the basics of recording day-to-day bank and cash
transactions and maintaining an asset register, in order to enable
financial reports to be produced. |
| Content |
The course includes some background theory but is
mostly practical, consisting of completing the bank and petty cash books
for a fictional organisation along with bank reconciliation. It also
includes a simple method of accounting for restricted funds and shows
how to produce a simple finance report. |
| Basic
budgeting and cash
flow forecasting -
Full day course |
|---|
| Aim |
To introduce
participants to the basic procedures involved in producing an annual
budget and cash flow forecast. |
|
Content |
The course includes some background theory and looks at the different
steps required to produce a budget and who should be involved. The
course in mostly practical and follows a fictional organisation through
the budget process involving creating budgeting for restricted and
unrestricted funds. The last step is to produce a cash flow forecast by
considering the timing of the budgeted income and expenditure across the
year and the impact on reserves.
Combining the budget with good bookkeeping records enables ‘management
accounts’ to be produced during the year – comparing budget with actual
figures. |
| Full
cost recovery - Full day course |
|---|
| Aim |
To introduce participants to the basic theory and
practice behind sharing overheads (or 'core costs') between different
projects |
| Content |
The course involves some background theory but is
mostly practical. It follows a fictional organisation through the
process of applying full cost recovery to an existing budget. It
involves identifying the difference between 'direct' costs and
'overheads' and looks at ways of sharing out different types of
overheads between projects. We use this process to determine the minimum
amount of income that we need to 'recover' in order to finance a project
within an organisation. Finally the course looks at some wider issues -
reserves policies, and charging for services. |
|
Introduction to finance - Half day course |
|---|
| Aim |
To introduce participants to what we would consider
are the 4 foundation stones of good financial management, namely
planning and budgeting, record keeping, reporting and setting financial
controls. |
| Content |
The course is broken into 4 sections involving
discussion-based exercises for the participants but does include looking
at sample forms e.g. budgets, cashbooks, reports and financial
procedures. |
| Understanding annual accounts
- Half day course |
| Aim | To introduce participants to
the form and content of a set of annual accounts, including some basic
interpretation and understanding of financial terms. |
| Content | The course consists of a
presentation followed by exercises to identify the difference between
cash based accounting and accruals based accounting. There are also
exercises aimed to help participants look in the right places to
interpret the accounts, this includes how to work out whether an
organisation is 'solvent'. |
| Understanding management accounts
- Half day course |
|---|
| Aim | To
introduce participants to the method of reporting an
organisation's progress against a budget, including some basic
interpretation. |
| Content |
The course consists of a presentation followed by
exercises to identify the key features of a set of management accounts.
It looks at what kind of notes should be added to these reports, how to
interpret the information in order to help decision making and how to
compare one period's report with another in order to see if the
organisation's position has improved. |
| Quickbooks
for beginners - Full
day course |
|---|
| Aim | To introduce participants to the
QuickBooks accounting package
covering basic day-to-day transactions and simple
reports. |
| Content |
The course involves setting up a company file from
scratch and recording some basic transactions. This includes bank
payments and deposits, using a petty cash account, reconciling the bank
account to bank statements, checking the quality of the records and
producing an income and expenditure report. |
| Quickbooks
intermediate - Full day
course |
|---|
| Aim | To
introduce participants to budgeting, invoicing and some other useful
functions within QuickBooks. |
| Content |
The course takes a brief overview of the basics and
then looks at the preferences section in QuickBooks, memorising
transactions, dealing with errors and manipulating reports. It also
includes setting up a budget and producing budget v. actual reports, and
also using the invoicing function and using sales and debtor reports to
monitor who owes you money. |
| Setting up financial controls - Half
day course |
| Aim | To introduce participants to
the idea of assessing and organisation's financial risks or weaknesses
and where financial controls can help. |
| Content | The course consists of a
brief presentation followed by exercises, which look at different
scenarios involving financial risks, that an organisation might face and
what kind of controls could be used to prevent or limit the damage
created by these risks. A sample set of financial rules forms part of
the handouts for this course. |
| The role of the treasurer - Half day
course |
|---|
| Aim | To
introduce participants to the role of the treasurer within a voluntary
organisation. |
| Content |
The course consists of a brief presentation followed
by exercises, to distinguish between the responsibilities of the
management committee as a whole and those of the treasurer. The course
involves looking at a list of potential jobs that need doing in an
organisation and who should take responsibility for these tasks, as this
may vary from one organisation to another. Participants should then be
in a better position to produce a job description for a treasurer. |
| Preparing for the year end - Half day
course |
| Aim | To introduce participants to
the production of annual accounts in terms of the jobs you will need to
do and the records you need in order to make your accountant's life a
little easier at the year end! |
| Content | The course looks at which
organisations need what type of external scrutiny of their accounts, a
brief explanation of 'independent examination' and the documents
required in order to carry out an examination. It also looks at some
tasks that an organisation could do at the year end to make the process
run smoothly. Finally it covers the format and content of a set of
accounts so an organisation knows what to expect to come back from their
accountant. |
| Financial practice and procedures -
Five day level 3 NOCN accredited course |
| Aim | To enable participants to
develop a clear understanding of the basic principles of good financial
practice and procedures in voluntary and community organisations. |
| Accreditation |
This is a 5-day course, accredited at level 3 by the
National Open College Network (NOCN). There will be approximately 25
hours directed learning in class and learners will be expected to
complete 5 assessed tasks in their own time, each taking about 2 to 3
hours. If successful, the learners will be awarded 3 NOCN credits (1
credit equates to 10 hours of learning). To give an idea of the standard
required, NOCN level 3 is similar to the standard expected at AS level. |
| Who is it for? |
People who wish to be awarded NOCN credits and who
will be involved to some degree in the financial management of an
organisation in the voluntary and community sector. This could b staff,
volunteers, committee members, trustees and directors. |
| Content | The course will
cover the following 5 areas: Record keeping, budgeting
and cash flow forecasting, producing finance
reports for the committee/trustees etc, assessing
areas of financial risk and applying financial controls,
understanding the legal framework for the
year-end reporting and scrutiny. Each day
will involve some background theory, group discussion and exercises to
apply theory to various situations. |
| Pre-course counselling |
Before booking on the course, please ensure that you
contact one of the tutors to ensure that the course is appropriate for
you. |
Methods for all courses - The subjects and material will be presented in an accessible and user-friendly way using group work, discussion, handouts and practical exercises