Trustees hold many responsibilities, but are often specialists in specific areas. Finance isn’t always something everyone is comfortable with, but all trustees have a shared responsibility and should not rely on those who might have specialist knowledge. It is ok, as a Trustee, to ask any question, no matter how stupid you may think it is. No doubt, someone else will be thinking the same as you. This webinar, hosted by Joanne Jones, Director of Finance and Resources at the Wales Cooperative Centre, will help bridge the gap in knowledge and help you understand a bit more about finance. It will also help you understand what is expected of you as a trustee relating to:

• Back to basics- Understanding income and expenditure
• Budgetary management and controls
• Governance responsibilities associated with finance and internal controls, along with risk management and assurances

The session is for Trustees at all levels who are involved with a charity, community trust or CIC based and/or operating in Wales and who would like to feel more confident contributing to and making financial decisions in this role. Please feel free to share this link with a colleague you think will benefit from the session.

About Joanne Jones FCA Joanne is a qualified Chartered Accountant currently employed at the Wales Cooperative Centre as the Director of Finance and Resources. Experience gained over the years in charities, manufacturing, housing associations, and Companies both for profit and not for profit. Joanne is also a Board Member for United Welsh Housing Association and sits on the Audit and Risk Committee too. Starting out in accountancy practice, where Joanne gained Chartered status, Joanne then took the leap and joined Hafod Housing Association followed by Bron Afon and Pobl. In between, Joanne worked in a urology specialist manufacturing Healthcare company in Cardiff. Outside of work, Joanne enjoys spending time with her two young boys and going to the gym and running.

Please indicate in the registration form if you require a Welsh translation.

We hope to see you there!