05 July 2017

• 9.30AM - 10.00AM
  Registration and coffee
  Registration and coffee
• 10.00AM - 10.15AM
  Introductions
  Introductions
• 10.15AM - 11.15AM
  Finance and accounts

  Finance in general

  • Where does a charity get its money
  • What is so special about funds

  Accounts

  • What is a SORP
  • What's unusual in charity accounting
  • How to understand charity accounts
• 11.15AM - 11.30AM
  Tea and coffee
  Tea and coffee
• 11.30AM - 1.15PM
  Annual reports, budgets and performance measures and financial papers

  Annual reports:

  • What should be in them? 
  • Trustees' responsibilities

  Budgets and performance measures

  • Essential elements of a good budget
  • Importance of setting financial targets, trend analysis, risk assessment etc

  Financial papers to the board

  • What should they ideally contain?
  • What should trustees look for?
  • Crucial questions to ask
• 1.15PM - 2.00PM
  Lunch
  Lunch and networking break
• 2.00PM - 3.15PM
  Charity Tax and VAT made simple and investments

  Charity Tax and VAT made simple

  • A whistle stop tour for trustees of how tax affects charities
  • An explanation of Gift Aid

  Investments

  • The board's responsibilities
  • Types of investments a charity can make
• 3.15PM - 3.30PM
  Tea and coffee
  Tea and coffee
• 3.30PM - 4.30PM
  Risk, audit and fraud
  • What do boards need to do about risk
  • The role and responsibilities of the auditor
  • The board's relationship with the auditor
  • Preventing and dealing with fraud

• Don Bawtree

  Don has been involved in charities and financial governance for over 30 years. Professionally he lead the BDO charities team before stepping down to act as a sector senior adviser with the firm. He has audited charities large and small, internationally and locally. He has carried out investigations and expert witness work, written extensively on charity finance, and run training courses like this. Personally he has been and/or is a volunteer, trustee, Audit Committee chair, and treasurer.

Vicky Joynson

Governance Manager

World Vision

There was a high calibre of participants at the course and their willingness to interact both in the seminar and outside added to the day

James Slater

Trustee

Wycliffe College

A good blend of real expertise with informality which encouraged participation by delegates and made the event educational and enjoyable

Margaret Rose

Vice Chair Trustees

Urban Saints

An enjoyable day and a challenge to work towards excellence on behalf of my organisation

BDO
55 Baker Street
London
W1U 7EU

(prices exc VAT)

Governance & Leadership subscriber - £195
Standard rate - £235
Non-charity Governance & Leadership subscriber- £300
Non-charity delegate- £400

For group bookings email [email protected] or call 020 7819 1208