Understanding Applicants’ Finances training workshop – Advanced

Understanding Applicants’ Finances training – Advanced 10am to 1pm

This advanced training workshop, hosted by WYCAS for Yorkshire Funders, is designed for experienced grantmaking staff and trustees who already have a solid grasp of applicants’ accounts and finances but are looking to deepen their expertise.

If you’re ready to tackle more nuanced scenarios and explore the complexities of assessing financial health across different types of organisations, this session is for you.

Please note we are offering an introductory level course on understanding applicants’ finances on 26th February. Find out more about that course here.

What You’ll Gain:

A Refresher on the Essentials: Briefly revisit key financial documents—balance sheets, income and expenditure reports, cashflow forecasts—with a focus on how these may differ between organisations.

Understanding Organisational Types: Unpack the financial structures and reporting standards of diverse entities, including CICs, registered charities, and unincorporated voluntary groups.

Spotting Complex Red Flags: Learn to identify and interpret subtle warning signs, such as unusual reserve patterns, inconsistent cashflows, or unconventional income streams.

Debating Nuances: Explore the grey areas of financial assessment through interactive discussions and case studies, such as:

What does financial sustainability look like for newer or smaller organisations?

How do restricted reserves affect decision-making for multi-year grants?

How to approach organisations with atypical revenue sources or complex structures.

Why Attend?

This workshop provides the opportunity to move beyond the basics and engage with the financial intricacies of today’s grantmaking landscape. Through expert-led discussions and peer-to-peer learning, you’ll refine your ability to make informed, balanced decisions—even in the most challenging cases. Gain fresh insights, practical strategies, and a deeper understanding of financial complexities to elevate your grant assessment process.

Book on the course here

The course is held at Quilter Cheviot offices in central Leeds, only 5 minutes walk from Leeds train station.

Booking details 

1. For 2025, all bookings must be made via Eventbrite and if possible, please pay by credit card, but if you do need an invoice to pay by BACS or cheque, you will see these payment options listed on Eventbrite. We will then send you an invoice directly to the name and email address listed on Eventbrite.
2. It is a maximum of two people per organisation at each training workshop.
3. The cost is £50.00 per person if you or your organisation is a Yorkshire Funders’ member and £75.00 for non-members. This includes tea, coffee, biscuits and a sandwich lunch which will take place at 1pm at the end of the formal training.
4. In order for this session to be as informative and interactive as possible, we can only offer 12 places for each course.

If you can’t make the 19th or can’t get a place, don’t despair. Contact Jan  (jan@yorkshirefunders.org.uk and you can be put on a waiting list – next course to be delivered later in 2025.

Many thanks to Quilter Cheviot who have provided a meeting room for the sessions. Quilter Cheviot is a discretionary investment management services for anyone seeking tailored wealth management. Their services are for private clients, charities, trustees, and professional partners with straightforward or more complex needs.