ONLINE TRAINING: Financial intelligence for trustees

Governance, Finance

Start date


End date



Date: | 17 November 2021
Time: | 09.45-15.30


Trustees who feel they would benefit from a better understanding of their charity's finances and accounts. Existing trustees and senior staff who need a refresher session. 
We also have an eLearning course on the roles and duties of trustees which you can complete at own pace, at a time that suits you. Or an online training course on charity trustee induction and refresher course.  


Howard Exton Smith has over 20 years’ experience as a consultant, facilitator and coach specialising in personal and organisational development, governance and performance improvement. His sessions are practical, giving participants exercises to bring out certain issues rather than just tell them. His background in general management and as a former chair and trustee enables him to demystify the language, build your confidence and encourage you to form good, cooperative relationships with your finance colleagues.

What you will learn

By the end of the session, you will have:

  • identified the core financial documents that a charity must publish
  • an understanding of the ways in which accounts are presented
  • explored the key reporting areas of financial management and control
  • been given tips for reading management accounts
  • an understanding of the role and responsibilities of all trustees in relation to the finances of the charity