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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, Better Meetings, Charity Admin, Clerk, Financial, Fundraising, Governance, Governance and Compliance, Handling money, 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, Handling money, 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, Handling money, 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
- Handling money, 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
- Fundraising, Managing Property, Marketing & PR, Money, Property, Quakers
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
- Handling money, 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
- Handling money, 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: X is for Xerophilia
Xerophilia From the Greek xēros ‘dry’, and philos ‘loving’ This was a new word for me – I put out a prompt
Quaker A-Z: R is for Reservations
Unseen reservations & resistance As those who know me would affirm – I am a committee nerd. Was tickled to
Quaker A-Z Clerking: O is for Onboarding
What do we mean by Onboarding? Onboarding is the action or process of integrating a new person into an organisation
Quaker A-Z: M is for Maintenance of Files
Planned Files Maintenance Regular blocks of planned maintenance can help keep your files intelligible for yourself and others. When I did
Quaker Testimonies: Equality
What is a Testimony? A Quaker testimony is an action arising out a belief in something. They are core values
Quaker A-Z: H is for “Hope So!”
Wendrie Heywood – MBS Founder & Life Long Quaker Why do Quakers say “Hope so!” rather than “yes”? Or, in
Already overwhelmed? Start here...
Aready overwhelmed? Start here...
Article to read and brief video introducing MBS Treasurer support
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