Creating Trustee Reports for Your Annual Accounts

This free training will be delivered online via Teams.

Ideal for trustees, management and admin/finance staff of small and medium sized charities, this session will give you an overview of the information required to be within your trustees report section of your annual report.

Through a combination of presentations and discussion, participants will understand how the format and size of a charity determine the disclosure requirements for the annual report, and how to create a readable report that highlights the organisation's impact and achievements.

By the end of this session, you will:

· Understand the disclosure requirements for your annual report

· Consider how to bring your charity's performance to life and implement data collection systems to support achievements and impact reporting

· Use your annual report to demonstrate good governance within your charity.

You can only book one place for yourself. If a colleague wants to attend, they will need to book separately themselves. This training is limited to a maximum of 2 people per organisation. When you book, please ensure that you give us all the essential information requested so that we know your registration is genuine.

Our training and events are funded from a variety of sources, allowing us to offer them for free to eligible organisations. Please check the eligibility requirements for each session before signing up, as this varies from course to course. If your organisation is not eligible for a free session you may be interested in one of our tailored training packages.

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Attendance and value Our staff dedicate significant time and resources to create and deliver an excellent range of training and events free of charge. We ask that you make an effort to prioritise attending our training once you have registered, and let us know as soon as possible if there is a barrier to you attending. 

Accessibility Please let us know in advance if you have any accessibility requirements that would help you get the most out of this session. We will do everything we can to accommodate them.