Financial resilience rarely happens by accident. It is proactive and intentional. Reserves are a key element of building financial resilience. Join us to explore what we talk about when we talk about reserves.

We will look at:

Why we need a reserves policy
What good looks like
How to calculate reserves (both our actual and target figures)
How to build reserves
How to manage reserves
Top tips and common elephant traps

What you can expect:

Some slides
Some examples
Some breakout sessions
Some group discussion
Please come prepared to share and learn together
The session is led by Liz Pepler, Director at Embrace Finance, an experienced charity finance professional with over 20 years’ experience in the sector.

This is suitable for employed staff or trustees who are managing the finances of a charity or social enterprise with an income up to £1m.