Are you part of a charity, social enterprise, or community organisation looking to strengthen your financial resilience?

Join us for a dynamic and practical Finance Forum designed specifically for CTSI and SVE members’ trustees and senior staff.

The session will open with a reflective discussion on the 2025 Finance Forum, looking at what members have applied in their organisations, what has worked well, and where further support is needed.

Members will also help shape future forum topics and formats. We will then focus on two key areas of organisational resilience: effective reserve management and managing cashflow when grant payments are delayed. The cashflow section will take the form of a peer‑support discussion, offering practical insights, shared learning, and real‑world examples.

This session will cover:

• Understanding financial reserves and their role in organisational resilience
• Assessing appropriate reserve levels and developing a reserves policy
• When and how reserves can be used responsibly
• Cashflow forecasting and identifying early warning signs
• Practical strategies for managing cashflow when income is delayed
• Governance considerations for staff and trustees during periods of financial uncertainty

What you’ll gain:

• Increased confidence in managing financial uncertainty
• Practical ideas to strengthen financial resilience
• The opportunity to learn from peers in a safe, confidential space
• A chance to influence the future direction of the Finance Forum

Who should attend:

• Charity Trustees
• Finance Officers
• Senior Managers
• Anyone involved in financial decision-making or governance

There will also be an opportunity to ask your finance related questions.

Cancellation: Please give at least 48 hours’ notice, if you are unable to attend this forum, so people on our waiting list have the opportunity to attend.

Please note that organisations must be members of SVE to participate in the training. You can access our membership form by clicking here.