The Checklist – what does yours look like?

If you work or volunteer in finance, you will have your own favourite checklist. For monthly bookkeeping, or paying salaries, or reports to the Board, or getting everything sorted for the accountant at year end….Whatever it is, there is a checklist and we all compile, store and use them in different ways.

At this Finance Forum we’ll be looking at what finance functions we think most benefit from using a regular checklist. Great for new organisations, as well as those who have been doing this for years!   The regional WYCAS Finance Forums provide an opportunity for people who volunteer or work in the voluntary and charitable sector to get together on a quarterly basis to discuss finance and accounting issues.

Being a finance worker can be isolating at times, and the forums enable participants to learn from each other, provide training opportunities and offer a supportive network. If you work (paid or unpaid) in finance in the voluntary and community sector and would like to join the WYCAS virtual Finance Forum we’d be very pleased to welcome you. Topics vary and for example may include:  

• Gift Aid
• Charities and trading and tax
• Setting up a charity shop
• Reserves policies

Where? This finance forum will take place via Zoom. You will be sent log in details via email a couple of days before the event. REGISTER HERE