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Training courses for charity trustees 2020-2021 Multiple sessions available

View each event listed below for availability

haysmacintyre, Farrer & Co and Cazenove Charities are hosting a comprehensive programme of training sessions for both new and experienced trustees.

Please note that as these events have limited capacity, they are intended only for charity trustees and relevant charity employees.

For more information on the Trustee Training programme, click here.

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    Charity Law Update

    23 February 2021 @ 14:00
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    Event details

    • Date: 23 February 2021
    • Timings: 14:00 - 17:00 
    • Sector: Not for Profit
    • Price: Free
    • Location: Online

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

    Programme

    14:00 Welcome and session commences
    16:30 Q&A
    17:00 Event close

    *Please note that timings are subject to change

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    Introduction to Charity Finance and Reporting

    3 March 2021 @ 14:00
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    Event details

    • Date: 3 March 2021
    • Timings: 14:00 - 17:00 
    • Sector: Not for Profit
    • Price: Free
    • Location: Online

    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 ccounting 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
    • Look at the changes brought about by the new charity SORP
    • Cover managing risk within finance and consider the governance of financial risk

    Programme

    14:00 Welcome and session commences
    16:30 Q&A
    17:00 Event close

    *Please note that timings are subject to change

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    What Every Trustee Should Know

    18 March 2021 @ 09:30
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    Event details

    • Date: 18 March 2021
    • Timings: 09:30 - 13:00 
    • Sector: Not for Profit
    • Price: Free
    • Location: Online

    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

    Programme

    09:30 Welcome and sessions commence
    11:00 Short break
    11:30 Sessions recommence
    12:30 Q&A
    13:00 Event close

    *Please note that timings are subject to change

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Awards and accreditations