Training (CPD): Assessing financials in line with the Community Shares Standard Mark

About the training

A CPD opportunity for existing community shares practitioners, this training will go into detail on assessing financial forecasts in line with the Community Shares Standard Mark assessment frameworks for time-bound, business growth, open and recovery share offers.

Using different examples, we will also look at the presentation of historic financial information in line with the finance summary tables.

This will be an opportunity for relatively new and experienced practitioners to share experiences and bring everyone up to a level playing field in using all the Standard Mark assessment frameworks.

Format

• This training will be hosted online for 3 hours on both 3 and 10 November (6 hours in total):
  • Thursday 3 November from 9.30am-12.30pm
  • Thursday 10 November from 9.30am-12.30pm
• Attendees will need to attend both days
• A mix of presentation, Q&A, breakout sessions and homework
• Refreshment breaks will be incorporated

How much does it cost?

• £90 + VAT for both members and non-members of Co-operatives UK
• If price is a barrier to attendance, please contact us.

What you will learn

• How to assess financial forecasts in line with the Community Shares Standard Mark assessment frameworks for time-bound, business growth, open and recovery share offers

• How to assess and present historic financial information where relevant using the community shares finance summary tables.

• Peer support on managing client expectations on your role as an assessor, especially in relation to the development of financial forecasts.

Who should attend

Only practitioners and advisers who have previously attended the community shares practitioner training programme to ensure a certain base level of understanding.

This could be at any point since the training began.

If you are unsure if you are eligible or the level this will be pitched at, please contact Isla McCulloch at [email protected] before signing up.

About the trainers

Delivered by Isla McCulloch, Community Shares Standards Manager at Co-operatives UK and Fully Licensed Community Shares Practitioners, Andy Woodcock, Co-op Culture and Hilary Sudbury, Co-operative Assistance Network.

Andy and Hilary are both practitioner representatives on the Co-operative and Community Capital Committee (CCCC) and are experienced practitioners who have worked on many different types of community share offers.

Isla manages our community shares standards work. She oversees training and licensing for practitioners and the Community Shares Standard Mark, which recognises high quality community share offers. She also leads on our research and market intelligence on the community shares market and supports the groundbreaking Community Shares Booster Fund, which provides match investment for community share offers across England.

Recording of the training

The sessions will be recorded for those who have registered.