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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

Develop the skills you need for your role as a treasurer

 

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

Photo by Sara on Unsplash

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

Who is A Quaker Treasurer? course icon pile of coins

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

Invoicing creation & basic credit control using Excel course image

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

Invoice management system PC screen

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

Photo of a meeting house

Thinking About: Marketing your Meeting House

All communities, businesses, and organisations need some form of publicity or marketing to attract new members, grow, and thrive. This Thinking About Course explores the marketing fundamentals to support you in publicising your meeting house.

£75.00

MBSC0028 Invoicing Sytem

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

MBSC0027 closing down the fiscal year

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: A is for Annual Actions & Atomic Habits

It is all too easy to draw a line over the ‘old year’ and only look forward to the ‘new year’.

It’s always best to take a few minutes to decide what you need to bring along with you into 2024.

Are there lessons learned, new practices you want to continue? Or challenges you overcame but want not to repeat!

Read More »

Already overwhelmed? Start here...

Aready overwhelmed? Start here...

Article to read and brief video introducing MBS Treasurer support

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