Common themes heard by us in our work as charity advisors are:

• “We do ‘xyz’ like this but there must be a better way of doing it!”
• “We’re about to try and integrate a new piece of fundraising software with our accounts package – do you know anyone who has been through the process?”
• “We’re thinking of trying …. any advice?”

Here at Gerrard Financial Consulting, we felt inspired by those involved in the sector, who are dealing with (and finding solutions to) these issues on a daily basis – i.e. you! We saw an opportunity for collaborative problem-solving and gured that enabling individuals to come together and share their own experiences could reap huge, tangible bene ts.

Not intended as a formal training event in any way, a typical gathering simply seeks to pop like-minded people in a room (with a cuppa and a slice of cake) to chat and mull over their burning issues – completely free of charge of course.

Our practical finance courses have been carefully developed by our own trainers, driven by their passion and enthusiasm for all things charity.

Each and every member of the team brings a wealth of trustee and charity finance experience to the table, enabling us to offer grounded and practical insights to many of the problems faced by today’s finance workers.

New to charity finance?

• Taking on further responsibilities within an existing role?
• Seeking a greater understanding of your duties and responsibilities as a trustee?
• Wishing to consolidate and build on bookkeeping experience gained through a voluntary position?
• Experiencing rapid organisational growth which your current financial management and reporting infrastructure is struggling to support?

Whatever your position, our courses cater for all levels of experience covering a wide range of financial accounting, management, governance and planning topics.