Charity Accounts Explained: For Trustees, Executives, and Supporters is a practical online seminar with Nasir Rafiq designed to help you understand charity accounts with clarity and confidence.
Charity accounts often seem confusing and full of unfamiliar language—especially if you don’t have a finance background. This practical seminar will help you strip away the jargon, so trustees, volunteers and staff can feel confident in reading, understanding, and using financial information.
Charity accounts are a cornerstone of financial governance. They sit at the heart of the DUA Governance Standards because if financial reporting and oversight are not done well, it undermines many other areas of governance and effectiveness.
What you’ll learn:
- The purpose of charity accounts – why they matter and who uses them
- Key terms explained in plain English (no finance jargon!)
- How to read a set of charity accounts and spot the important parts
- Understanding income, expenditure, reserves, and restricted funds
- What the balance sheet really means for your charity
- The trustee’s responsibilities when it comes to finance
- Common pitfalls and how to avoid them
- How financial information can help you make better decisions
Why attend?
- Build your confidence in reading and discussing financial information
- Gain clarity on your charity’s financial health without getting lost in detail
- Improve decision-making and governance by understanding the numbers
- Learn through practical examples and real-life scenarios
- Get the chance to ask questions in a supportive, non-judgmental environment
Who is it for?
This seminar is tailored for:
- Trustees with little or no finance experience
- Charity staff who want to better understand accounts
- Volunteers who want to contribute more effectively to governance
- Anyone who wants to feel less intimidated by financial information
Format:
The session will be interactive, with simple explanations, worked examples, and plenty of time for discussion. No prior finance knowledge is required – just curiosity and a willingness to learn.
