Understanding Applicant Finances (Advanced)

This advanced training workshop, hosted by WYCAS for Yorkshire Funders, is designed for experienced grant-making staff and trustees who already have a solid grasp of applicants’ accounts and finances but are looking to deepen their expertise. If you’re ready to tackle more nuanced scenarios and explore the complexities of assessing financial health across different types of organisations, this session is for you.

What You’ll Gain:

• A Refresher on the Essentials: Briefly revisit key financial documents—balance sheets, income and expenditure reports, cashflow forecasts—with a focus on how these may differ between organisations.
• Understanding Organisational Types: Unpack the financial structures and reporting standards of diverse entities, including CICs, registered charities, and unincorporated voluntary groups.
• Spotting Complex Red Flags: Learn to identify and interpret subtle warning signs, such as unusual reserve patterns, inconsistent cashflows, or unconventional income streams.
• Debating Nuances: Explore the grey areas of financial assessment through interactive discussions and case studies, such as:
  • What does financial sustainability look like for newer or smaller organisations?
  • How do restricted reserves affect decision-making for multi-year grants?
  • How to approach organisations with atypical revenue sources or complex structures.

Why Attend?

This workshop provides the opportunity to move beyond the basics and engage with the financial intricacies of today’s grant-making landscape. Through expert-led discussions and peer-to-peer learning, you’ll refine your ability to make informed, balanced decisions—even in the most challenging cases.

Gain fresh insights, practical strategies, and a deeper understanding of financial complexities to elevate your grant assessment process.

Booking Information:

1. If possible, please pay by credit card, but if you do need an invoice to pay by BACS or cheque, you will see this option listed. We will then send you an invoice directly to the person who has made the booking.
2. It is a maximum of two people per organisation at each training workshop.
3. The cost is £52.50 per person if you or your organisation is a Yorkshire Funders’ member and £100.00 for non-members. This includes the opportunity to network over lunch, which is provided.
4. You can reserve your place via Ticket Tailor here.

With thanks to our 2025-26 corporate sponsors: