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.

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Phil Salmon

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

Accounting Excellence Large Firm of the Year 2023
eprivateclient top accountancy firm 2023

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