Understanding Applicants’ Finances training workshop

  • Quilter Cheviot, 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ
  • TBC January 2025
  • 10.00 - 13.30

UNDERSTANDING APPLICANTS’ FINANCES – 10.00 – 13.30, next training date January 2025

This Yorkshire Funders’ training workshop run by WYCAS has been designed for grantmaking staff and trustees who are tasked with reviewing applicants’ accounts and finances as part of their grant assessment process. This is suitable for anyone without a finance or accounting background and who are new to their role, as well as those who want a refresher on understanding the financial elements of an application and the grant seeking organisation. The workshop will cover:

  • Reviewing applicants’ accounts (registered charities, CICs and voluntary groups)
  • Knowing what elements of the accounts to home in on and red flags to look out for
  • Understanding balance sheets, income and expenditure documents as well as cashflow forecasts
  • What do we mean by restricted and unrestricted reserves?
  1. For 2024, all bookings must be made via Eventbrite and if possible, please pay by credit card, but if you do need an invoice to pay by BACS or cheque, you will see these payment options listed on Eventbrite. We will then send you an invoice directly to the name and email address listed on Eventbrite.
  2. It is a maximum of two people per organisation at each training workshop.
  3. The cost is £50.00 per person if you or your organisation is a Yorkshire Funders’ member and £75.00 for non-members. This includes tea, coffee, biscuits and a sandwich lunch which will take place at 1.00 immediately after the main training session.
  4. In order for this session to be as informative and interactive as possible, we can only offer 12 places for each course.

Many thanks to Quilter Cheviot who have provided a meeting room for the sessions. Quilter Cheviot is a discretionary investment management services for anyone seeking tailored wealth management. Their services are for private clients, charities, trustees, and professional partners with straightforward or more complex needs.