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Understanding Financial Accounts and Confidence on Reporting to your Board

Thursday, November 11, 2021 - 10:00 to 13:00

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 objectives.

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 take place remotely which will be followed by a separate one to one virtual 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.

About the Trainer

Tony Clarke established Clarke&Co. Accountants in 2004, offering accountancy, bookkeeping and payroll services for over 200 clients ranging from sole traders, 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.”

How To Take Part

When: Thursday 11 November 2021

Time: 10am - 1pm

Where: Zoom

Cost: £130 Members £180 Non CO3 Members

Book here





To take part you will need access to an internet connection and smart device or computer. You will receive the joining instructions before the event takes place

Technical support will be on hand from the CO3 team.  If you experience any issues or initial questions about attending virtually. Contact us