Financial Management – March 2024

Financial Management – March 2024


In stock

To access this product, you must first become a member.


Course Overview:

Participants in this course will be taken on a clear, step-by-step journey through the basics of financial management, right from the very beginning. At each stage, you’ll build a solid practical understanding of the financial processes and documents you’re most likely to encounter within your own work — day-to-day, month-to-month and year-to-year.


By increasing your familiarity and confidence with these terms, tasks and papers, you’ll find yourself better equipped to manage your financial responsibilities in a more time-efficient and cost-effective way.


This course has been created as an introduction to finance for those who are completely or relatively new to it. It is also intended as a valuable refresher for those with a little more financial experience — those who may find themselves dealing with finance without ever having had training or support in the first place.


It has been designed to pave the way for participants to get the most out of two more advanced ITC management courses — Finance Explained and Tax, NI, VAT & Pensions.



By the end of the session, you will:

  • Feel more confident in your understanding of:
  1. Financial record-keeping and reporting
  2. Project budgets and organisational budgets
  3. Cash flows for project and organisational budgets
  4. Different types of funds and reserves
  5. Project accounts and management accounts
  6. The basics of annual accounts


-Feel empowered to create, adapt and use financial documents that suit your needs — reducing your reliance on other people to do these things for you;

-Feel better equipped to understand your financial position and to interpret financial information — as well as to support colleagues who need to do the same thing;

-Feel less daunted by the responsibilities of managing finances, and better able to stop finances being a drain on your time and resources — especially if you’re not getting paid to deal with finances in the first place.


Suitable For:  

Anyone involved with the financial management of their own work, or the work of their organisation, or someone else’s organisation, such as…


-Individual practitioners trying to get by with no team around them and no spare money to bring in admin support;

-Artistic Directors who have to double as their own General Managers, who don’t want to spend the majority of their time on administration;

-Leaders of organisations who are required to report on financial matters to colleagues, Boards and stakeholders, but who may not always feel they know what they’re talking about;

-Directors and Trustees who have statutory responsibilities to uphold and who want to support their executive team as well as they possibly can;

-Anyone who wants to refresh their existing knowledge and revisit their approaches to financial management;

-Anyone who panics that everybody else knows more about financial management than they do — and worries that they’re doing a worse job of it than everybody else is.




The trainer will use a range of digital Word, Excel and PDF documents to share key information and to explore examples of different financial management papers. These documents will be circulated to participants as part of the session.

Participants are welcome to bring their own devices (such as laptops or tablets) to help view these documents during the session.

If you would find it more accessible to use physical paper copies of these documents instead, please let the ITC Team know in advance so that we can have them ready for you on the day.



Philip Holyman is one of the Co-Directors of Birmingham-based company Little Earthquake. He is also Chair of the John Feeney Charitable Trust, and a former Trustee of the National Rural Touring Forum (NRTF). Alongside 20 years of admin for Little Earthquake, Philip also has extensive experience supporting executive teams and Board members in other organisations to feel more confident about their financial management.



Thursday 28th March 2024, 10:30 am – 5:00 pm


Prices and How to Book

ITC members rate: £150 (£125+VAT) | EARLY BIRD: £120 (£100+VAT)  – login to access

Non-members rate: £222 (£185 +VAT) | EARLY BIRD: £192 (£160+VAT)

Book your place by selecting one ticket per attendee and filling in each person’s details. Tickets are limited.



This course will take place at The Albany, Douglas Way, London, SE8 4AG

If COVID-19 restrictions or guidance changes, this will be subject to review.

Please contact us to discuss reasonable adjustments as far in advance as possible.


Bookings are registered on receipt of the course fee. As there are limited places on this course places are allocated on a first-come, first-served basis. Outstanding payments may be cancelled in order for others to book and attend. Please find our full booking terms and conditions, including the cancellation policy here.