Being a Treasurer: The Basics – Session 1: Charity Law, Finance Processes and Bookkeeping

Tue 10 Jun 2025

10 AM - 12 Noon Virtual on zoom - bookings closed

£20pp

Are you looking for a guide through the minefield that is being a church treasurer?

Navigate the complexities of being a church treasurer with confidence through our comprehensive three-session course covering legal duties, financial processes, budgeting, gift aid, and more - all presented by experienced trainers in a live Zoom webinar setting tailored for both new and seasoned treasurers.

Session one is entitled: "Charity Law, Finance Processes and Bookkeeping" and covers the following topics:

  • Treasurer as Trustee: Churches as Charities; Responsibilities of Trustees
  • Treasurer as Bookkeeper: Managing Finance Operations; Keeping Accounting Records; Fund Accounting

Please note: this is the first session in a series of three. ACAT strongly advises delegates to book sessions 1, 2 and 3 to ensure that they're appraised of the entire course.

Who is it for?

This course is designed for all those who are church treasurers whether new to the role or just needing a refresher. It is also for those who support church treasurers and would like to know what is involved.

Why take the course:

As a church treasurer, this course will equip you, whether you are a new or an experience treasurer, with the core knowledge needed to carry out your role.

What will be achieved:

By the end of this course (all three sessions), you will have been introduced to, and explored, the legal duties of trustees, day to day finance processes, budgeting and planning, gift aid and tax and year end reporting. You will be signposted to helpful resources and you will have had the opportunity to ask questions relevant to your context and about the areas covered.

Other information:

The course comprises practical and theoretical information, insights and guidance on many aspects of the role of church treasurer. It is delivered by knowledgeable and experienced trainers, who have firsthand experience as church treasurers. They can answer your questions and concerns, enabling you to manage your church finances with greater confidence.

The online course is split into 3 sessions, each 2 hours long and is run as a zoom webinar.

Session 1 covers topics such as the Treasurer as a trustee, Churches as Charities, Treasurer as bookkeeper, managing finance operations, Keeping accounting records and more.

Session 2 covers topics such as budgeting, risk management, Gift Aid and VAT.

Session 3 covers topics such as Annual report, financial statements and independent examination.

FAQ:

The course is typically delivered through a live Zoom webinar. You'll have the opportunity to interact with the speakers and get answers to your specific questions. Each delegate will be sent pre-course materials in advance of the sessions.

No prior knowledge is required. This course is designed to accommodate individuals with various levels of knowledge of church finance. It may be helpful to have some knowledge of the financial arrangements and processes in your own context.

Reviews:

Course information

Please note: This is the first of three sessions that form ACAT’s  online “Basics” course.

The training will be provided by Zoom.  If you don’t have an existing Zoom account, you will be prompted to download the free software once you’ve clicked on the link that we’ll provide you with.

After paying for your place, a member of the ACAT team will be in touch with full joining details.

Course Leaders

Samantha Amsden

Samantha Amsden

Samantha is a Finance Resources Co-ordinator for the Diocese of Durham.

She has extensive experience working as an internal auditor as well as having been a church treasurer.
At the Diocese of Durham, Samantha supports treasurers and PCCs with resources and training to help ensure that all churches can flourish.

Andrew Rainsford

Andrew Rainsford

Andrew was one of the "gang of four" who envisaged ACAT after a seminar delivered for large parishes in the Church in Wales.

As well as working in a Welsh Diocese he has worked in two Dioceses of the Church of England and has been on the pulpit supplies list for the Presbyterian Church in Wales. He has a wealth of knowledge on income generation for churches. In addition to his church experience, he has led the external funding team for a local authority and run an EU regeneration project, among many other high profile projects.