Training / Workshop

Financial Intelligence for Trustees

male and female trustees looking at financial spreadsheets
09:30 – 16:30
NCVO Society Building, 8 All Saints Street, London, N1 9RL
£200 - £507 (membership status and organisational size dependent)

How to book

To carry out your role as a charity leader or trustee effectively, it’s essential that you have a sound understanding of finance, financial management, corporate and management metrics and reporting. This introductory session provides an overview in how to review and assess financial information. It will also improve your ability to monitor resources, articulate impact and make better financial decisions.


By the end of the day you will have:

  • identified the core financial documents that a charity must publish
  • an understanding of the way 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 a treasurer and the role of all trustees in relation to the finances of the charity.


  • People who are new to governance and trusteeship
  • 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.

"a great introduction – I feel much more confident now"

"timely as I've just joined the audit committee and now I know what is important"

"my responsibilities are much clearer"

"really helped demystify the terms"


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 people.

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