17 May 2017

• 10.00AM - 10.25AM
  Welcome, introduction, coffee and networking
  Welcome, introduction, coffee and networking
• 10.25AM - 10.30AM
  Introductions
  Introductions
• 10.30AM - 11.30AM
  Governance and board/staff relationships
  Session one – Governance and ownership
  • Charitable structure – Unincorporated, CLG, CIOs etc • Membership structures • Trustees/boards • Elections/appointments • The role of the Charity Commission
  
  Session two – Board/staff relationships
  • Role of Chief Executive • Board committees/staff involvement • Relationships • Conflict  
• 11.30AM - 11.45AM
  Networking and refreshment break
  Networking and refreshment break
• 11.45AM - 1.00PM
  Finances and income generation
  Session three – Finances
  • The SORP • Unrestricted/restricted/designated/endowment funds • Reserves and reserves policies • Not for profit but not for loss either (budgeting and cost management) • VAT
  
  Session four – Income generation
  • Services • Sales • Fundraising • Donations • Legacies  
• 1.00PM - 1.45PM
  Lunch
  Lunch and networking break
• 1.45PM - 2.45PM
  Marketing and employment law
  Quick quiz – revising material so far S
  
  Session five – Marketing and communications
  • Marketing strategy and segmentation • The four Ps (product, pricing, promotion and place) • Reputation management • All things digital
  
  Session six – Volunteering and employment law
  • What’s different between volunteers and employees • Interns and work experience • How much should staff be paid?
• 2.45PM - 3.00PM
  Networking and refreshment break
  Networking and refreshment break
• 3.00PM - 4.00PM
  Lobbying and advocacy
  Session seven – Lobbying and advocacy
  
  • Overview of lobbying act • Purpose of lobbying • Lobbying techniques and getting your needs across  

• Robin Osterley

  Chief Executive , Charity Retail Association

  Robin Osterley is Chief Executive of the Charity Retail Association, the UK’s only trade organisation representing the interests of charity shops and their parent charities. He has extensive experience in membership associations, having previously spent 16 years as Chief Executive of Making Music, the UK’s leading association for amateur musical organisations, as well as a short time as Chief Executive of sports umbrella Supporters Direct. Alongside this management experience Robin has a longstanding background in lobbying and advocacy work, and he has been a representative on numerous Government and industry forums including the Music Business Forum and the board of ACEVO. He was also, with others, responsible for setting up the sector skills council for the creative and cultural industries, CCSkills.

Deb Bourner

Octavia Foundation

A very concise and informed overview all trustees or charities need to know. Should be an induction for all new trustees. A very interesting and engaging presentation on potentially dry subject

Judith Taylor

Excellent foundation for "newbies" to the charity world. Professionally presented and pitched appropriately to audience.

Louise Willows

Rathbone Investment Management

Invaluable overview on the workings of charities

Kim Smith

Protech Computer Systems

Very engaging experience due to the content and speaker

Ian Smith

DSMF

Excellent - very comprehensive and thoroughly worth while