Financial responsibilities of trustees

Are you confident about your organisation's finances?

With rising funding competition and tighter expectations on governance, trustees need to be clear about their financial responsibilities – and confident they’re getting it right.

This practical training session gives trustees a clear overview of the key financial duties of the role, with time to ask questions and explore real‑life issues facing charities.

You’ll gain confidence in:

• Your legal responsibilities as a trustee
• Financial controls, budgets and record‑keeping
• Financial reporting and reserves policies
• Overseeing risk and making informed decisions.

This training is perfect for trustees (new or experienced) who want to strengthen their financial confidence and protect their organisation.

About the trainer

Claire Welling, WYCAS Training Officer, brings over 25 years’ experience supporting charities, with a clear, practical approach that makes finance accessible and relevant.

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