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

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

Trustee Training: Introduction to Charity Finance and Reporting

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

Audit Manager – Not For Profit (NFP)

Main Duties and Responsibilities

Responsibilities below are generalised and are no way exhaustive:

  • Managing a portfolio of charity and not-for-profit audit clients
  • Managing the overall service delivery to clients including attending and leading client meetings
  • Provision of general business advice to clients
  • Other special projectsincluding internal audit projects
  • Business development in the charity sector
  • Tendering for new charity and not-for-profit clients
  • Supervision, mentoring and management of audit staff
  • Internal training of staff and managers

The Candidate

Work Based Competencies

  • Qualified Accountant
  • Knowledge of Microsoft Office packages including Word, Excel, PowerPoint, Outlook, Internet
  • Caseware (useful)
  • Working knowledge of charity tax

Behavioural Competencies

  • The successful candidate will have excellent communication skills and be confident, articulate and comfortable working with staff and clients at all levels
  • Technical and personal skills to service a large portfolio of clients efficiently and effectively
  • Ability to produce high quality business reports for senior management and trustees
  • Presentation skills for both tendering for new work and presenting at seminars on charity specific topics
  • A team player with strong organisational skills and the ability to prioritise work and work to tight deadlines
  • A commitment to our firm values: Integrity, Collaboration, Empowerment and Dynamic

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