• Helena Wilkinson

  Partner and Head of Charities

  Helena is a Partner and Head of Charities at Price Bailey, she is a charity specialist having worked with in the sector for over 30 years . She was Vice-Chair of ICAEW Charity Community until December 2019, is a recognised charity expert, writes for national/charity press and regularly presents at events. She has worked on the ‘other side of the fence’ as 7 years as Finance Director in a charity enabling her to give innovative and pragmatic advice as a result.  Her roles within the industry have included financial management, corporate governance and strategic planning. She writes the Top 100 analysis of charity reporting for Charity Finance every year In the Autumn which highlights areas of best practice and common trends.

• Suzanne Goldsmith

  Director , Price Bailey

  Suzanne is a qualified chartered accountant and Director at Price Bailey and has worked as an auditor and advisor to the charity and not for profit sector for 20 years. Suzanne trained and qualified in Cambridge, where she is still based today and her experience and knowledge covers a variety of organisations within the sector including charities, academies, higher education, and research organisations in receipt of grant funding. Suzanne’s portfolio of clients has grown to include clients and contacts from around the Eastern region and she often contributes to publications, blog posts and seminars on relevant sector topics.

  Suzanne has been an auditor all throughout her professional carreer and admits that she loves the variety being an advisor in the sector gives her, every day bringing something different and being part of a team who advise on technical matters and best practice, financial management, corporate governance, strategic planning to name a few! She has also held a number of Trustee roles and is currently Vice Chair of Trustees and Chair of the Resources Committee of a multi academy trust in Suffolk. In these roles she has gained valuable knowledge and experience of the practical aspects of governanace, leadership and charity management. 

10:00	Best practice reporting in the charity sector
10:05	Strategy, objectives and ‘Telling your story’ What makes a Trustees report interesting, engaging and informative for the reader? How can you look at presenting information in a succinct user friendly way? This session will look at some of the challenges in reporting against the ‘measures of success’ requirements of the Charities SORP; and give examples and ideas of how to develop a new style of reporting for your charity. The next Charities SORP is likely to make ‘impact’ reporting a requirement so charities need to think about and prepare for the forthcoming changes ahead.
10:40	Risk A key reporting requirement under the Charities SORP is to list the key risks facing the charity and how these are mitigated.  This session will look at disclosure examples of risk statements and also challenge you to think about the risks that are featured in your charity’s accounts. Are these the strategic risks? Have they been appropriately summarised and disclosed or is the wording very generic?
11:00	BREAK
11:15	Optional disclosures and evolving trends Many charities disclose information over and above the requirements of the Charities SORP. This session will look at new disclosures and evolving trends on areas to consider including in your Trustees report and give examples. Recent examples have included areas such as EDI and staff disclosures, fundraising disclosures, ESG and climate change.
11:45	Reserves polices One key aspect of the Trustees report is explaining a charity reserves, designations and free reserves in a way that is complimentary with the strategy. This session will provide some examples of best practice and discuss the key attributions in building a reserves policy narrative for disclosure. It is anticipated that the calculation of free reserves will become a future compulsory disclosure and what will this mean for your charity.
12:15	BREAK
12:30	Breakout session Breakout sessions into groups to discuss the challenges of best practice reporting. Presenters will be attending sessions to help inform the discussions and questions arising.
12:50	Conclusions and Q&A
13:00	End

(prices exc VAT)

Charity Finance subscriber - £119

Standard charity rate - £159

Corporate Charity Finance subscriber - £300

Corporate delegate - £400

For group bookings email [email protected] 

When will I receive course materials and Zoom link to access the course?

After booking you will receive the following correspondence:

1 week before the course – an e-mail with your joining information, this includes the course programme and any other relevant materials.

1 day before the course – an e-mail with your final information, this includes the Zoom link, course programme any other relevant materials.

When will I be invoiced for my booking?

Invoices are manually processed so this will be sent to you by our events team shortly after your booking.

Will presentation slides be provided?

Presentations are provided in advance for the majority of our courses but this can vary and is down to the course leader’s discretion.

Will the sessions be recorded?

We do not record our courses as we feel this gives delegates the opportunity to have more open discussions and freely ask questions around the running of their charities.

Will I get a reminder prior to my course?

Yes, you will get e-mails one week and one day before your course with all of the information you need. You won’t receive a calendar invite so do make sure you put the date in your diary.

What if I can no longer attend the course?

Up to and including 14 days prior to the event, a refund (less a 15% administration fee), a substitution of a colleague, or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer. Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent to [email protected]

For any other queries, please get in touch at [email protected].

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).