Treasurer training

Treasurer training sessions

The diocesan Finance team are hosting a series of training sessions for treasurers in 2023. There are three sessions in total, two face-to-face and one online session.

  • Monday, 27 November - from 12:00 to 16:00 at Flourish House, Wells
  • Wednesday, 29 November - from 10:00 to 14:00 at The Clist Room, Rye, Puriton, Bridgwater TA7 8BZ
  • Wednesday, 6 December - from 18:00 to 21:00 on Zoom

The main focus of the sessions will be sharing information and resources to help treasurers perform their role. There will also be opportunities to share learnings with fellow treasurers and receive an update on the financial position of the Diocesan Board of Finance.

Find out more about the 2023 training sessions

Register to attend one of the sessions

Cashbook and Parochial Fees Training

A useful resource for PCC Treasurers is the Diocesan Cashbook, which you can download on the Diocesan Cashbook page.  We have held training on the simple Diocesan Cashbook for Receipts and Payments accounts, and for those who are more experienced in Cashbook. The notes from our Cashbook New Users Training can be downloaded below and we now have a small number of Treasurers who are able to support new users.

We have also held a training session on Parochial Fees – the presentation is downloadable below.  Further courses on Cashbook or Fees could be arranged on request; if you are interested, please contact Yvonne Thompson.

Association of Church Accountants & Treasurers (ACAT)

The Association of Church Accountants and Treasurers (ACAT) also holds local training workshops at regular intervals, often in or near the Diocese. Details and booking forms for these meetings will be put on our website and in the Treasurers’ Newsletter. Membership of ACAT is available for an annual fee.

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