The Phoenix Way: Financial management training workshop.

This session introduces practical financial tools and techniques for budgeting, monitoring, forecasting, and reporting, enabling organisations to strengthen financial management and planning.

In today’s challenging funding environment, robust financial planning is critical for the sustainability and impact of voluntary and community organisations. This interactive workshop is designed to equip leaders, managers, and finance staff with practical skills, tools, and strategies to manage their organisation’s finances more effectively.

Participants will explore:

• Core principles of financial planning: Understanding budgets, cash flow, and forecasting for short- and long-term sustainability.
• Financial management tools: Practical use of spreadsheets, templates, and accessible software for monitoring income and expenditure.
• Decision-making with financial data: Using financial insights to inform strategic priorities, project planning, and resource allocation.
• Scenario planning and risk management: Preparing for funding fluctuations and unexpected challenges.
• Best practice for reporting and transparency: Ensuring accountability to stakeholders, funders, and trustees.

Through case studies, group exercises, and hands-on demonstrations, participants will leave with actionable tools and techniques to strengthen their organisation’s financial resilience and confidently navigate future challenges.

For any accessibility requirements, please reach out to the facilitator - [email protected].

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Host or Publisher Impact Hub Bradford