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      Charity Accounting and Xero in Croydon

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      September 26, 2019

      Thursday  10:00 AM

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      Charity Accounting and Xero

      Training Description: If you work for a nonprofit or charitable organisation as a bookkeeper or financial organiser, you will want to attend this free workshop which examines how Xero accounting software can help automate your bookkeeping, financial reporting for annual filings, and purposeful budgeting. Targeted to those whose charitable groups or organizations already have annual grants or donations of at least £50,000, this workshop will provide useful advice on how to expedite your payments process, invoicing, and grant/donation reporting. During the 2.5 hour session, we will illustrate key Xero functionalities and how to apply them to your work. Practical and interactive in style, this workshop will also explore best practices on how to recruit good bookkeepers or treasurers. More about the Workshop: The workshop lasts 2.5 hours and comprises an expert presentation, group work enabling attendees to share ideas and solutions, as well as time for individual networking. It will be conducted at the CVA Resource Centre by Mary Lee and Prasad Pallapothu. If you have specific needs, please let us know when booking your reservation. The workshop begins promptly at 10:00, so please be sure to arrive by 9:45am. Bookings Management: We expect these workshops to be very popular. Up to 30 people can attend. Reservations will be taken and assessed as received. Two weeks before the workshop, any available spaces will be offered to those on the waiting list. Workshop Presenter: An experienced chartered accountant, Mary Lee helps not-for-profits develop accounting systems, control procedures, and process transformation. She has spent 30 years supporting a wide range of charities, social enterprises, and sub-regional partnerships in streamlining bookkeeping systems, fulfilling Charity Commission reporting requirements, and providing analytics for boards of directors to make critical decisions. Following her corporate responsibilities, Mary has served as treasurer and financial adviser for a variety of not-for-profit organisations. Photographic Images CVA takes photographs at training and events which are used for publicity and monitoring purposes including social media, our website, and annual report. Please let your trainer know if you do not want to be photographed, or if you have any concerns regarding this. More information about how CVA treats your data can be found on the CVA webpages in our Privacy Statement. Additional Support If you require additional support to fully participate in this session, please contact the course organiser. Terms and Conditions (where charges apply) i) Cancellations made up to 7 days prior to the training course (14 days for Safeguarding training) will be refunded 100% of the original cost of the booking. ii) Cancellations made within 7 days of the training course (14 days for Safeguarding training) will not be refunded. iii) If a training course is cancelled by Croydon Voluntary Action, for any reason, a 100% refund will be given to all trainees. iv) Any offers or deals on Croydon Voluntary Action training courses are subject to change or expiration. In some cases, notice of this will be given but not in all cases. Any changes or updates to terms or conditions will not affect the terms and conditions under which you made your purchase. v) Any changes made to these terms and conditions may be made without prior notice and at the discretion of Croydon Voluntary Action.

      Categories: Fundraising & Charity

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.

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