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Understanding Financial Accounts and Confidence on Reporting to your Board

Understanding Financial Accounts and Confidence on Reporting to your Board
Friday, June 8, 2018 - 10:00 to 15:30
CO3 Offices (34 Shaftesbury Square, Belfast, BT2 7DB)

Many organisations have inherited financial systems and management reporting tools that have not been reviewed in years, leaving the CEO, SMT and Board of Trustees with financial reports that they may not understand or are not fit for purpose in helping them to lead the organisation to meet its strategic objects.

This course will provide participants with a refresher on how to read a set of financial accounts and generally examines what information should be included in a financial management report.  The course will also cover areas such as:

  • What information should I be asking from my finance officer/director?
  • What questions should I expect from my board in relation to our accounts?

The workshop will then be followed by a separate one to one session (on a date to suit you) which will allow delegates to review their own financial reporting systems in confidence and to consider ways that these may be improved to provide them with better financial information to support decision making.

Date:      8 June, 10am - 3:30pm
Venue:   CO3 Offices, (34 Shaftesbury Square, Belfast, BT2 7DB)
Cost:      £130 Members

To book your place please email sarah@co3.bz or Tel: 028 90 245 356.

About the Trainer

Tony Clarke established Clarke&Co. Accountants in 2004, offering accountancy, bookkeeping and payroll services for over 200 clients ranging sole trader, individuals, limited companies and charities. Intelligent, dynamic, and articulate Tony is self-taught and 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 including ‘Understanding your Charity Accounts’, ‘Simple and effective group finance’ the ‘dos and don’ts of finance’ to a range of charity’s and Third Sector organisations.


Previous Delegate Feedback

“Tony Clarke was very enthusiastic and made finance sound exciting. He was really good at asking / answering questions / queries.”

“Really useful session - well done to Tony. Excellent facilitator and every CO3 Member should attend this session, Pre meeting comms were excellent - on the day well prepared and excellent delivery. And a 1-1 is the icing on the cake! Well done CO3!”

“Thank you Tony! Very beneficial and informative. Brilliant - really benefited attending today.”