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Quarterly Charities Update

Our quarterly charities update webinar covers financial, compliance, governance and other topical issues for charity and not for profit organisations.

6th December 2022
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Trustee Training: Charity Law Update

We will look at Charity Commission cases and guidance, the latest developments in charity law, and other legal developments of interest to the sector.

Speakers: Farrer & Co

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15th February 2023
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Trustee Training: Introduction to Charity Finance and Reporting

During this session we will:
• Examine the roles and responsibilities for finance teams
• Examine what makes charity accounts so different to commercial accounts
• Understand the terminology used and the different accounting treatments that apply
• Explore what trustees should expect to receive in management information
packs during the year to effectively monitor the financial operation of a charity
• Review the regulation that charities need to comply with
• Discuss the key reporting challenges
• Discuss how to make best use of your annual report and accounts as a
public facing document and fundraising tool
• Cover managing risk within finance and consider the governance of financial risk

Speakers: haysmacintyre

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7th March 2023
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Trustee Training: What Every Trustee Should Know

This session will provide a comprehensive summary of trustees’ duties and responsibilities and will cover issues such as:
What information do you need as a trustee and what are your legal responsibilities?

  • The framework within which charities operate:
    • the legal structures used by charities, the regulation of charities, the role of the Charity Commission, and the public benefit requirement
  • Trustees’ duties, responsibilities and potential liabilities, and the role of the chairperson• Responsibilities for identifying and managing risk
  • Charity accounting: the accounting and reporting framework, ‘unravelling the jargon’, preparation of accounts, ensuring you receive the right financial information, and the role of trustees and audit committee
  • Charity funds, investments, and banking
  • Fundraising: the ground rules; the role of professionals, and corporate support
  • Trading: the ground rules and the use of subsidiary companies
  • Recent regulatory developments
  • Governance best practice

Speakers: Cazenove Charities, Farrer & Co, haysmacintyre

Please register using the button below.

30th March 2023
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Corporate VAT and Tax Exchange

Welcome to our VAT and Tax Exchange for corporate entities. This webinar series provides an update on topical VAT and tax issues relating to corporate organisations.

1st December 2022
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