FREE ACAT training for treasurers
Being a Treasurer: The Basics (Livestream) - Sat 17 Jun 2023 10am – 4pm
The “Basics” one day course is designed to equip new and old treasurers with the core knowledge needed to carry out their role. We will cover charity law, fund accounting, gift aid, day-to-day finance systems and procedures, year-end accounting and reporting routines and much more.
The event is being held in Cambridge but will be livestreamed for us treasurers in the North.
Being a Treasurer: The Basics (Virtual via zoom)
This is the same course content as the Livestream but will be split across three evening sessions. It is highly recommended that participants attend all three sessions to receive maximum benefit from this training.
Session 1: Charity Law, Finance Processes and Bookkeeping - Thu 22 Jun 2023 - 7 pm - 9 pm
Session 2: Budgeting, Risk and Gift Aid - Thu 29 Jun 2023 - 7 pm - 9 pm
Session 3: Year-End Reporting - Thu 06 Jul 2023 - 7 pm - 9 pm
Undertaking an Independent Examination (Zoom) Wed 28 Jun 2023 - 10am - 11am
This session looks at the requirements of the Charity Commission for an independent examination, the steps to undertaking the work and reaching a conclusion. Ideal for individuals looking to provide IE services to churches but equally useful for PCC members to understand what the IE covers and what they can do to ensure that information is available.
Gift Aid Maximising the benefits and reducing the pitfalls (Virtual via Zoom) – Thu 20 Jul 2023 - 6pm - 9pm
This course will look at Gift Aid in detail and examine all the requirements that it imposes as well as identifying ways in which churches can maximise their use of it. We will cover legal requirements, paperwork, audit trail, Is it a gift?, Donor benefit, making a claim; and the Gift Aid Small Donations Scheme (GASDS).
To book a FREE place on any of the above courses please contact Samantha.email@example.com.
If you are new to the role of Treasurer or feel it helpful for other members of your PCC to understand your role, the Association of Church Accountants and Treasurers (ACAT) provide an introductory Guide for New Church Treasurers available here.
The Diocese of Durham provides block membership to ACAT for all parish treasurers. ACAT, the charity for Treasurers of Christian churches, provide members with advice, training and information on accounting, financial, legal and other related issues. Treasures will need a ‘block member’ code to access to log in the ACAT. Please contact Samantha.firstname.lastname@example.org for your block member code.
The Diocese Finance Resources Team offer training on specific areas and sessions will be publicised here along with information from previous training events. We can also answer your queries and signpost you to helpful resources. Please contact a member of the team.
As a treasurer, what training would you be interested in this year? Further courses can be arranged on request. Please contact Samantha Amsden.
Preparing the Financial Statements
Here is a recorded training session on Preparing the Financial Statements. It covers fund accounting, record keeping and the type of financial statements you need to prepare, and the approval process and annual returns.