News of our next webinars and recordings of past events

Most of our training is delivered one to one through our Time Bank Scheme but our free webinar programme provides a good introduction to most areas of finance.

The programme runs throughout the year and our timetable of topics is detailed below.  Just click on the links below to register.  All our webinars are FREE and recorded so if you register and are then unable to attend at the time, you will automatically be sent a recording after the event. They all start at 10.00am and will last about 45 minutes.

 

This webinar covers all aspects of the financial management of charities.

It is aimed at staff, trustees and other volunteers involved with the finances.  This session will cover:

•             A budgeting tool for your organisation;
•             budgeting for activities or cost centres;
•             cash flow forecasting;
•             budgeting for specific contracts or short term projects.

 

Weds 21st September 2022

Aimed at all trustees – newly appointed or old hands – this session will explain the duties of trustees and the systems and reports you should have in place to meet your obligations.

 

Weds 19th October 2022

Many of us use excel for all sorts of things, but have you ever wondered if it can do more. This session will cover some of the tricks we know to make better use of excel:  use for formula, if functions, filters, data validation and maybe even pivot tables.

 

Weds 16th November 2022

This is the accounting software used by CA Plus and most of our clients. This session is aimed at those relatively new to QuickBooks, or those currently using other systems like excel or thinking about online solutions. We will introduce the basic features and explain how it all works.

 

Weds 21st December 2022

This session is looking at some of the clever features of QuickBooks – in particular, keeping track of activities or funds, funder (donor) reports as well as invoicing, budgeting and management reports.

 

Weds 18th January 2023

This webinar covers all aspects of the financial management of charities.

It is aimed at staff, trustees and other volunteers involved with the finances.  This session will cover:

•             who should report and when;
•             what detail to include;
•             what format to use;
•             budget variance reporting;
•             how do you know you can reply on the reports.

 

Here are some links to previous webinar recordings

 

           Presented on 22nd June by John O'Brien

           Presented on 18th May by John O'Brien and Louise Meadows

           Presented on 20th April  by John O'Brien 

 

Employee or Self Employed – what to do when you are paying someone for services provided.
Tuesday 30th November 10.00 am, presented by CA Plus with John O’Brien (CEO) and Alison Paling (Payroll Manager).
We looked at the guidance from HMRC around employment status and what you need to do if it is an employment relationship.
The session looked mainly at tax, NIC and pensions rather than the HR aspects of employment law.

An introduction to online accounting software using QuickBooks online.
Wednesday 1st December 10.00 am, presented by John O’Brien.
If you currently use excel, or even a dusty book with a quill pen, have you thought about using online software – it’s not as complicated as you might think.
In this session we show you how QuickBooks can work for your charity or CIC.

Finance and accounts for non-finance people.
Thursday 2nd December 10.00 am, presented by John O’Brien
A simple introduction to accounts and managing your finances, specifically aimed for those trustees, managers, staff and volunteers who need to understand these things but do not have a finance background.

We look at the systems you should have, the reports you should be receiving and even the annual accounts.

Using excel - some basic tips and tricks when using excel.
Wednesday 8th December 10.00 am presented by Mike Fisher
Many of us use excel – for budgeting, reporting, working things out and maybe even for our accounting.
This is a session designed to show you some tricks and techniques to make better use of excel.

Back on  7th July 2021 as part of our 30th Anniversary Celebtrations, we delivered a day of webinars on various topics:

Just click on the links and you can register to view the webinar recordings

An introduction to QuickBooks online - presented by John O'Brien and Juliet Brain

Advanced use of QuickBooks online - presented by John O'Brien and Juliet Brain

Accounting for CIC's - presented by Eva Stevens and Louise Meadows

Being a Trustee - presented by John O'Brien and Louise Meadows

Payroll Issues - presented by Alison Paling and Joanne Plumbley

Keeping your records, financial controls and reporting obligations - presented by John O'Brien and Mike Fisher

Using excel - presented by Mike Fisher and Eva Stevens