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Getting On Board – Finance In-tray

  • Start: 26th March, 2024 @ 4:30PM
  • End: 26th March, 2024 @ 5:30PM
  • Online

Our panel of experts will discuss real-life trustee finance issues submitted by trustees and charity managers.

  • What’s keeping you awake at night?
  • What’s worrying you about your organisation’s finances?
  • Which are the recurrent finance issues which make you secretly eye-roll at trustee meetings?

If you wish to submit a live issue to our panel, please do so when booking (you’ll be prompted).

Please note that all submitted issues will be anonymous – even the panel won’t know to which charity the issue refers. We are anticipating issues such as:

  • Problems recruiting treasurers/finance leads to boards
  • Trustees who ignore the finances
  • Disagreements over how much to spend and how much to save for a rainy day
  • Where on earth to start investing your cash when you find that you (finally!) have some in the bank
  • More technical common questions about charity finances from trustees who aren’t charity finance specialists

The session will assume no prior knowledge of charity finance, and you are particularly welcome if you are a trustee seeking to improve your financial understanding.

Please note that it is unlikely that we will be able to answer all questions as we expect this session to be popular. We will select questions where the same thing has been asked repeatedly and where we think the answer will be of use to many attendees. We won’t select questions which are outside of the scope of the session (please read the session description) or where the question might identify a particular organisation or individual.

About the session

  • The session will take place on Zoom. The joining link will be sent in the Eventbrite confirmation email. You will also receive email reminders from Eventbrite 2 days, 2 hours and 10 minutes before the session starts. These reminders will also include the joining link.
  • The session will be recorded and be later uploaded to our YouTube channel. We’re so pleased as to how popular our sessions have been, many have sold out. Please only book a ticket if you intend to join the session live. We’d totally recommend subscribing to our YouTube channel so you can be kept up to date with all the new uploads.
  • If the session uses slides, we will send these to all who have booked a ticket following the session. Our panel sessions don’t use slides. If having the slides prior to the session will make it more accessible for you, please email info@gettingonboard.org and we will gladly send them to you.
  • As an attendee, you can enable closed captions during the session. For panels, we ‘spotlight’ panelists so the view stays consistently on those speaking. If you have booked a ticket, please contact info@gettingonboard.org if there are other adjustments we can make to the session to make it accessible to you.