This one-day training course will provide you with knowledge and confidence to monitor and question financial information, and make major decisions jointly with others regarding financial planning and major expenditure for your charity.
This course will take place online via Zoom.
A £40 discount is available to Governance & Leadership subscribers.
Programme
10.00am
|
Introductions and charity sector background
|
10.45am
|
Accounts
• What is a SORP?
• What’s unusual in charity accounting?
• How to understand charity accounts
|
11.30am
|
Refreshment break
|
12.15pm
|
Annual reporting – public benefit and reserves
• What should be in annual reports?
• Trustees’ responsibilities
|
12.45pm
|
Lunch break
|
1.30pm
|
Budgets & Financial information for trustees
• Essential elements of a good budget
• Importance of setting financial targets,
trend analysis, risk assessment etc
|
2.00pm
|
Tax
• A whistle stop tour for trustees of how tax affects charities
|
2.30pm
|
Audit and investments
• The role and responsibilities of the auditor
• The board’s relationship with the auditor
• Types of investments a charity can make
|
3.00pm
|
Refreshment break
|
3.15pm
|
Risk and fraud
• What do boards need to do about risk?
• Preventing and dealing with fraud
|
3.45pm
|
Q&A
|
4.00pm
|
End
|
Testimonials
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
A good blend of real expertise with informality which encouraged participation by delegates and made the event educational and enjoyable
An enjoyable day and a challenge to work towards excellence on behalf of my organisation
Prices
Delegate information
After booking your place on this course, you will receive the following correspondence:
1 week before the course – an e-mail with your joining information, this includes the course programme and presentation slides
1 day before the course – an e-mail with your final information, this includes the Zoom link, course programme and presentation slides
If you have any questions at all, please get in touch at [email protected]