Trustee Training: Introduction to Charity Finance and Reporting
3rd March 2022 @ 13:30, Online


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

  •  March 3, 2022
     1:30 pm - 5:00 pm

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

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