Today I'm interested in learning about...
handling money and other financial matters
Welcome!
If you’re a Treasurer, Co-Treasurer, Finance & Property committee member, employee or volunteer… being involved with handling money can be daunting, we hope that these courses and resources can make your job easier.
MONEY
This is the money handing icon, a pile of documents that relate to money.
Financial Management courses include:
- Financial systems
- Managing risk
- Creating clear procedures and policies
- Creating a Financial Handbook
- Bookkeeping
- Technical advice
- and more!
Courses
- Administration, Charity Admin, Clerk, First 5, Money, Technical Advice
First5: Cloud Storage
Unlock the potential of the cloud with our First 5 Introduction to Cloud Storage. Designed for beginners this course offers an exploration of cloud storage fundamentals. What is the cloud and cloud storage? Learn the advantages and disadvantages of choosing a cloud solution.
£0.00
- Administration, Better Meetings, Charity Admin, Clerk, Fundraising, Governance, Governance and Compliance, Health and Safety, HR, IT and Digital, Leadership and Management, Legal, Managing Property, Marketing & PR, Money, Property, Quakers, Technical Advice, Trustee, Volunteer
FREE Resource Library
Welcome to the FREE resource library. Here you can download useful tools, resources and templates to support you in your charity role. Add the library to your shopping basket, it is completely FREE so when you check out you will only be prompted to set up your personal MBS:C dashboard, no payment is required. Once you have completed the set-up the resource library is saved to your account so that you can access it as many times as you would like.
£0.00
- Fundraising, Money, Quakers, Trustee
First5: Quaker Treasurers and Money Management
This First5 course explores the roles and responsibilities of a Treasurer. A Quaker Area Meeting is a charity body; therefore the treasurer oversees the Area Meeting accounts. This course outlines roles and their relationship with the Treasurer.
£0.00
- Clerk, Governance and Compliance, Money, Trustee
Next Steps: Invoicing Creation & Basic Credit Control
This Next Steps course provides guidance, practical insights and resources to strengthen your subject knowledge in invoicing and credit control. This deeper dive training will allow you to develop plans and implement financial systems for your organisation.
£125.00
- Leadership and Management, Money, Property, Trustee
Thinking About: Invoicing Management System
Would you like to learn more about invoicing and creating an invoicing management system? This Thinking About Course provides an introduction to creating an invoice-based room-hire management system.
£75.00
- Administration, Clerk, Governance and Compliance, IT and Digital, Managing Property, Money, Trustee
Thinking About: Creating a Remote Charity Office
This Thinking About course gives you the questions and references you need to ensure your organisation handles remote working efficiently and effectively. This can be because you have no physical building or if some of your people need to work remotely outside this space. The lessons provide guidance on preparation, processes and procedure through to strategic planning.
£75.00
- Leadership and Management, Money, Trustee
First5: Invoicing System
This First5 course provides an overview of what an invoicing system is and how to use it, using room hire businesses as a working example. Complete with downloadable resources, this course is designed to help you think through your own invoicing system.
£0.00
- Money
First5: Closing Down the Fiscal Year
Do you hold a financial role in your organisation? Are you interested in learning more about closing down the fiscal year, this First5 short course will outline what needs to be done and why.
£0.00
Explore free information
Quaker A-Z: B is for Books
Photo by Jonas Jacobsson on Unsplash Books… B is for Books. For goodness sake, write it down! In this blog,
Quaker A-Z: A is for Accountability & Authority
Accountability Counts Both Ways I find many people find these two words hard to deal with, especially Authority, ‘Quakers don’t
AdventWord 2024: Refine
How Small Adjustments Can Make a Big Impact Photo by Carl Heyerdahl on Unsplash In 2025, MBS is turning its
Quaker A-Z: X is for X-ray
X-rays look through to the supporting structures An X-ray gives transparency and vision that cuts through and sees what is
Quaker A-Z: W is for Who Do you Talk To?
Anyone or Everyone? When I ask – Who do you talk to? – question many trustees look surprised at that
Quaker A-Z: V is for Volunteer
I’m not a Volunteer, I’m just helping out… Everyone doing an unpaid task for the organisation is a volunteer. That
Already overwhelmed? Start here...
Aready overwhelmed? Start here...
Article to read and brief video introducing MBS Treasurer support
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