Questions you should be asking - finance

Who is it for and what is it about?

For many Committee/Board members knowing what to look for in reports, understanding the meaning of what they read and knowing what questions they should be asking can be a challenge, and this can be especially true of a complex and wide-ranging topic such as finance.

This course aims to support Committee/Board members in their understanding of housing finance by helping them understand the crucial terms, trends and factors they should consider when scrutinising their organisation’s finances.

Course Content

    • The role the Committee/Board in overseeing the financial management
    • Key areas of financial planning
    • Setting budgets and monitoring management accounts
    • Key financial terms and how they operate in practice
    • Identify the critical questions you should be asking about finance

Learning Outcomes

By the end of the course, participants will be able to:

    • Speak more confidently about the key financial indicators in their Association/Co-operative
    • List a series of key questions to ask about finance and why they should ask them
    • Understand the key tools used in relation to financial planning
    • Understand the key financial terms and how they operate in practice

Course date: 29/04/2026

Delivery: Remote delivery 

Trainer: Gary Dalziel 

Cost: Member £125 / Non-Member £275
Book your place HERE or email info@share.org.uk

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