22 June 2016

• 9.30AM - 10.00AM
  Registrations and coffee
  Registrations 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
  Networking and refreshment break
• 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
• 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
  Networking and refreshment break
• 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
• 4.30PM - 4.30PM
  End
  End of the day

• 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.

(prices exc VAT)

Governance & Leadership subscriber - £195
Standard rate - £235

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

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.

Joe Curran

Resources Director

Interights

An extremely useful course with excellent materials.

Malcolm Maddox

Chief Executive

Newark Care

Very practical and helpful course, presented in a nice relaxed atmosphere. Helped to confirm existing knowledge and all my questions were answered.

BDO
55 Baker Street
London
W1U 7EU

Location map and further information