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

Mon 10 Mar 2025

7 PM - 9 PM Virtual on zoom - bookings close

£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.

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

Peter Young

Peter Young

Peter has had a variety of treasurer, finance and admin roles over the years. From 2003 to 2015, he had a good grounding in church finance as treasurer of a large town-centre Baptist church.

Having taken early retirement from the role of statistician for an insurance company, Peter was appointed Finance Officer of a ministerial training college. He moved back to the north-east in 2016 and was subsequently appointed Finance Officer for a large city-centre evangelical independent church.

For the last five years (2021 to 2026), Peter has supported the ACAT Helpline; the role included updating the online handbook and FAQ. Whilst Peter has retired from this role, he continues to serve as bookkeeper for the Baptist church which he attends.

He is keen to pass his knowledge to help others be more effective in their role and looks forward to helping with training courses.

Malcolm Edge

Malcolm Edge

Malcolm Edge is a part-retired accounting technician (FMAAT). For most of his life he has worked for Christian charities in the finance function. He currently works two days a week for an Anglican theological college near Oxford, paying suppliers and running payroll.

In a voluntary capacity he is trustee and treasurer of a local Christian Youth Trust, and has been the finance governor of a local primary school. He has worked for two CofE dioceses and two missionary societies, one Baptist and one Anglican.

He currently worships with a local Anglican/Baptist LEP congregation.