NCVO are running a free workshop for charities on communicating with their banks effectively.
This webinar will give you the confidence and practical tools to raise issues with your bank effectively, so you can focus more on delivering impact.
Explore best practice for communicating with financial services and improve your understanding of relevant legislation. Learn how to confidently escalate an issue when it is not resolved to your satisfaction.
You’ll also hear insights from a small charity that has recently addressed banking issues.
This webinar is delivered in partnership with the Charity Finance Group.
This is a FREE event.
If you’re an NCVO member, don’t forget to log in to your website account before booking. Follow the instructions if you need help logging in to your website account.
If you’d like to take advantage of their membership benefits, learn more about becoming an NCVO member.
Organisations with a gross annual income of less than £30,000 can join NCVO for free.
By the end of the event, you’ll be able to:
- understand the process for raising a concern with your bank and escalating to the Financial Ombudsman Service
- confidently communicate with your bank to resolve issues collaboratively
- understand relevant banking legislation and best practice for corresponding with your bank
- find further help, guidance and templates to support your organisation’s financial management and banking processes.
This webinar is suitable for all those responsible for an organisation’s finances. This includes:
- chief executives and leaders of small charities and voluntary organisations
- trustees and treasurers
- finance directors and managers.
NCVO are running this webinar in partnership with the Charity Finance Group (CFG). It’s facilitated by their small charity support manager, Amy Walton.
Speakers include:
- Clare Mills, Co-CEO at CFG
- Small charity case study.
This event will take place on Zoom. Captions will be available.
Event timings:
- 10.30: Welcome and introduction
- 10.40: Presentations
- 11.20: Q&A
- 11.50: Signposting and close
Email ncvoevents@ncvo.org.uk with any questions you have about this event.