Being a Treasurer: The Basics – Session 2: Budgeting, Risk and Gift Aid

Are you looking for a guide through the minefield that is being a church treasurer? Navigate the complexities of being a church treasurer with confidence through our comprehensive three-session course covering legal duties, financial processes, budgeting, gift aid, and more – all presented by experienced trainers in a live Zoom webinar setting tailored for both new and seasoned treasurers. Session two is entitled: “Budgeting, Risk and Gift Aid” and covers the following topics: Treasurer as Planner: Budgeting; Risk Management Treasurer as Optimiser: Gift Aid; GASDS; VAT Please note: this is the second session in a series of three. ACAT strongly advises delegates to book sessions 1, 2 and 3 to ensure that they’re appraised of the entire course. Session 1 Session 3 Who is it for? This course is designed for all those who are church treasurers whether new to the role or just needing a refresher. It is also for those who support church treasurers and would like to know what is involved. Why take the course: As a church treasurer, this course will equip you, whether you are a new or an experience treasurer, with the core knowledge needed to carry out your role. What will be achieved: By the end of this course (all three sessions), you will have been introduced to, and explored, the legal duties of trustees, day to day finance processes, budgeting and planning, gift aid and tax and year end reporting. You will be signposted to helpful resources and you will have had the opportunity to ask questions relevant to your context and about the areas covered. Other information: The course comprises practical and theoretical information, insights and guidance on many aspects of the role of church treasurer. It is delivered by knowledgeable and experienced trainers, who have firsthand experience as church treasurers. They can answer your questions and concerns, enabling you to manage your church finances with greater confidence. The online course is split into 3 sessions, each 2 hours long and is run as a zoom webinar. Session 1 covers topics such as the Treasurer as a trustee, Churches as Charities, Treasurer as bookkeeper, managing finance operations, Keeping accounting records and more. Session 2 covers topics such as budgeting, risk management, Gift Aid and VAT. Session 3 covers topics such as Annual report, financial statements and independent examination. FAQ: How are the course materials delivered? The course is typically delivered through a live Zoom webinar. You’ll have the opportunity to interact with the speakers and get answers to your specific questions. Each delegate will be sent pre-course materials in advance of the sessions. Do I need any prior knowledge of church trusteeship to take this course? No prior knowledge is required. This course is designed to accommodate individuals with various levels of knowledge of church finance. It may be helpful to have some knowledge of the financial arrangements and processes in your own context. Reviews: The Basic Training covered just that. It was not saying I doing stuff incorrectly just giving me the knowledge to do a good job. Ciaran LeylandJune 2023 The tutor was clear, informative and knowledgeable. He took time to check chat and answered all questions posted. LisaJune 2023 Really enjoyed the course which was presented in a very easy to understand way. Donna FaulknerJune/July 2023 The training was as advertised (appropriate for the level I was working at), detailed and helpful, with plenty of resources provided in addition to the delivered content in the sessions. Simon BrocklehurstMarch 2023 All aspects of what a treasurer may encounter were covered more that adequately and details were provided as to how further information could be accessed should it be necessary. Meg GrangerNovember 2024 By the end of the course, I was confident that I was updated on present and future legislative requirements, plus had had a very useful refresher on the basics of the role. Colin GrayNovember 2024 Pre-reading and accompanying slides were professionally produced. The speakers were clearly knowledgeable in their respective areas. Nigel BennettMarch 2025