Treasurer Training

Annual Training Day

Every year the Diocesan Board of Finance hosts a Treasurers’ training day. The next one will take place on Friday 27th September 2019 in Wells, covering a range of topics, from the workings of the Board itself to the smooth running of a PCC.  The course material is updated annually for any changes to the regulations. The presentation from the last training day (October 2018) is available in the Downloads section below.

Treasurers’ Roadshows

Our 2018 Treasurers’ Roadshows covered card readers and how the diocese helps support parishes. There were presentations from:

  • Nigel Burden from NatWest bank on Ways to Bank
  • Oliver Jones-Davies from CCLA on Making Your Money Work

The presentation may be downloaded from the bottom of this page.

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, currently £15.00 annually (2019).

Who to contact

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