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Policies & Compliance Compliance

Finance and Annual Reporting for Managers and Board Members

Finance and Reporting is one of the biggest changes required by the adoption of the Charities Governance Code. In addition, Pobal and Tusla now require higher standards and controls from the Manager and Board in this crucial area. At the heart of the issue, lies the relationship between the Manger. The Board, the Treasurer (or Finance Sub-Committee) and the external accountants and auditor. This key relationship will be reviewed and most frequent questions answered. A case study incorporating Early Years data and finance issues will be used. An excel template for managing and reporting finances will be provided as part of the course.

Course Content

·       The key financial tasks and Responsibilities
·       Financial Procedures and Controls – Regulator’s guidance and expectations
·       Creating a Finance Sub-Committee 
·       Internal Financial Reports
·       External Requirements
·       Use the Canavan Byrne financial reporting template.
 
 

Certification

Certificate of Completion 

Tutor

David Brady is an Associate Consultant of Canavan Byrne, providing Strategic Planning, Corporate Governance and Executive Development training programmes and services, tailored to the Charity, Community, and Not-For-Profit sector. Prior to establishing his own Consultancy practice, David Brady held Senior Executive roles in Partas CLG, Marsh Ireland, Kepner-Tregoe and KPMG. He is a Chartered Accountant and has been a Board Member and Chairperson of Early Years Providers and other Community and Not-For-Profit organizations 
Finance and Reporting is one of the biggest changes required by adoption of the Charities Governance Code
Supporting EY Educators Webinar
Certification CERTIFICATION
Certificate of Completion 
Course Enquiry

Contact Us

If you'd like more information about our services or we can help you with any questions or queries, please call us on: (+353) 1-623-5908, email us at info@canavanbyrne.ie or just fill out the quick contact form. We'd be delighted to hear from you!