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being a trustee

Welcome!

Being a trustee can be daunting, whatever your specific or general responsibilities, we hope that these courses and resources can make your job easier.

 

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Trustee courses include:

  • Compliance & Governance
  • Corporate memory
  • Financial Oversight
  • Clarity & Mission
  • Managing Risk
  • and more!

Courses

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

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First5: Volunteer Recruitment

This First5 course takes you through an overview of how to recruit volunteers and know that they are right for your role. This overview provides five key points to consider in your recruitment.

£0.00

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First5: Volunteer Motivation

Why do volunteers work for free, how can we motivate them to recruit others? This First5 course gives you five things to think about when motivating your volunteers.

£0.00

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First5: Volunteer Policy

This First5 Volunteer Policy course gives you five points to think about when setting up a volunteer policy. What it does, why you need one and who it is for.

£0.00

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First5: Volunteer Management

Working with volunteers is a cost-effective way to engage with the community to deliver and manage community projects and resources. This First5 course gets you thinking about what is a volunteer, and to manage and recruit them.

£0.00

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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

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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

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First5: 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

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First5: Generic Email Accounts

This First5 course provides an overview of creating generic email addresses and what having shared accounts means for your organisation.

£0.00

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First5: DIY Onboarding

The process of bringing someone new into your group or organisation is called onboarding. This First5 course is an introductory module providing insights and steps to think about when creating your organisation’s onboarding process.

£0.00

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First5: Improving Relationships

This First5 course is an introduction to improving relationships & holding better meetings. It is primarily for those who work alongside others, in teams or manage other people. There are five questions to get you thinking. 

£0.00

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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

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Article to read and brief video introducing MBS Treasurer support

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