Free Resources & Tools

    Practical tools to strengthen your charity's financial management

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    CAP Risk Register

    A practical risk register tool to help charities identify, assess, and manage organisational risks with confidence.

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    The Ultimate Charity Finance Guide

    A complete roadmap for building financially resilient charities with SORP compliance, real-time insights, and strategic finance practices.

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    Financial Resilience Check Tool

    Assess your charity's financial health and identify areas for improvement with our comprehensive resilience assessment.

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    Webinars

    Join our live sessions on charity finance, governance, and strategic planning for sector leaders.

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    2026 Webinar Series

    CAP Webinar Series: Strategic Finance for Growing UK Charities

    Short, practical sessions to help leadership teams move beyond compliance into clearer oversight, stronger governance, and forward-looking reporting.

    Who these webinars are for

    • Charities with £1m+ annual income
    • CEOs, Finance Directors, Heads of Finance, COOs
    • Trustees and board members seeking clearer oversight
    • Organisations outgrowing basic reporting and needing strategic insight

    What you'll get

    Practical frameworks

    Approaches you can apply immediately, not theory.

    Board-level clarity

    Better financial insight for leadership and trustees.

    Templates & checklists

    Useful resources shared where relevant.

    Priority recordings

    Email subscribers get early access to session recordings.

    Upcoming webinars

    All webinars are hosted on LinkedIn Events. Register there to attend live.

    June 2026

    Financial Clarity Before Growth: Building a Finance Function That Scales With Your Charity

    For growing charities where finance is starting to lag behind operational complexity. We'll cover the signs your finance function has outgrown 'basic', what a scalable reporting rhythm looks like, and how to decide between hiring, outsourcing, or a hybrid model.

    Who it's for: CEOs, COOs, Finance Directors, Heads of Finance (Charities £1m+).

    Register on LinkedIn
    September 2026

    What Trustees Really Need From Finance: Strengthening Governance Through Better Reporting

    For boards and leadership teams who want clearer financial oversight between meetings. We'll unpack what trustees actually need to see, how to make reporting decision-useful, and how to surface risks earlier.

    Who it's for: Trustees, CEOs, Finance Directors (Charities £1m+).

    Register on LinkedIn
    December 2026

    Ending the Year With Confidence: Financial Planning, Reserves and Sustainability for 2027

    For charities preparing for the year ahead. We'll cover practical forecasting and scenario thinking, reserves considerations, and how to approach planning when funding and costs are uncertain.

    Who it's for: CEOs, Finance Directors, Trustees (Charities £1m+).

    Register on LinkedIn

    Can't attend live? Get priority access to recordings.

    Join our email list to receive webinar reminders, key takeaways, and priority access to recordings, even if you can't attend on the day.

    Hosted by charity finance specialists

    Charity Accounting Partners supports growing UK charities with bookkeeping, management reporting, and strategic finance support designed for leadership and trustees.

    See if CAP is the right fit

    Frequently Asked Questions

    Common questions about our webinar services.