Trustee Training: Introduction to Charity Finance and Reporting
20th February 2024 @ 13:30, Online

Calculator, coffee, piggy bank

Join us for an introduction to charity finance and reporting, including defining roles, responsibilities and terminology, as well as a review on regulations and key reporting challenges for trustees.

  •  February 20, 2024
     1:30 pm - 5:00 pm

Speakers for this session include Tom Brain, Director at haysmacintyre, and Phil Salmon, Partner and Head of VAT at haysmacintyre.

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

Please register using the button below.

Registration is at an external URL for this event.

Phil Salmon

Partner, Head of VAT
+44 20 7969 5611
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Awards and Accreditations

eprivateclient top accountancy firm 2022

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