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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
Online
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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
Online
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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
Online
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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
Online
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