Treasurer Support provided by Data Developments
The role of a Treasurer in a parish is significant, and understanding the responsibilities involved can make the job more manageable and enjoyable. For long-serving treasurers, staying updated with current requirements is not just best practice but also an opportunity to refine processes that may be out of date. Recognising the need for treasurers to be well-informed, 'Data Developments' has created a set of complimentary training courses.
This course covers the essentials with practical examples and offers valuable advice for both new and seasoned treasurers. Each session concludes with a live Q&A period.
Led by former and current treasurers, the goal of these courses is to promote best practices, enhance reporting, and provide support to volunteers in these crucial roles.
These courses are open to everyone, not just those who have signed up to use Data Developments accounting packages and include:
Treasurer training:
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What is fund accounting and what are the different types of funds ?
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What is the role of the treasurer and best practice ?
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Financial controls, what are they and why are they needed ?
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Budgets – how to create them from scratch and use them.
Treasurer Training Part 1
This course will explore the role of the treasurer, why we need financial controls to protect everyone, what those financial controls should be in practice, what you should and shouldn't do and where you can get further guidance, if needed.
2024
Monday 18th November: 17:00 - 18:00
2025
Thursday 16th January: 17:00 - 18:00
Tuesday 25th February: 17:00 - 18:00
Treasurer Training Part 2
This course will explore: What are Funds and why do we need them, What is the Charities Act, What does it require us to do, What is SORP and do I have to follow it, Does it apply to me, What are funds, Why are there different types of fund and what do they mean.
2024
Monday 25th November: 17:00 - 18:00
2025
Thursday 23rd January: 17:00 - 18:00
Tuesday 4th March: 17:00 - 18:00
Treasuer Training Part 3
This course will explore: Internal Financial controls, Basic principles, Looking after Income and Expenditure, Gift Aid and GASDS, Risks - the do's and don'ts, Assets and Security.
2024
Monday 2nd December: 17:00 - 18:00
2025
Thursday 30th January: 17:00 - 18:00
Tuesday 11th March: 17:00 - 18:00
Treasurer Training Part 4
This course will explore R & P or Prepayments & Accruals, End of Year Processes & Procedures, End of Year Reports.
2024
Monday 9th December: 17:00 - 18:00
2025
Thursday 6th February: 17:00 - 18:00
Tuesday 18th March: 17:00 - 18:00