We know how important it is for trustees and charity leaders to keep up-to-date with regulations and governance guidelines, particularly during challenging times. We are therefore delighted to announce that this training course will be taking place online.
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.
Programme
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10.00am
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Introductions and charity sector background
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10.45am
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Accounts
• What is a SORP?
• What’s unusual in charity accounting?
• How to understand charity accounts
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11.30am
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Refreshment break
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12.15pm
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Annual reporting – public benefit and reserves
• What should be in annual reports?
• Trustees’ responsibilities
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12.45pm
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Lunch break
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1.30pm
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Budgets & Financial information for trustees
• Essential elements of a good budget
• Importance of setting financial targets,
trend analysis, risk assessment etc
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2.00pm
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Tax
• A whistle stop tour for trustees of how tax affects charities
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2.30pm
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Audit and investments
• The role and responsibilities of the auditor
• The board’s relationship with the auditor
• Types of investments a charity can make
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3.00pm
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Refreshment break
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3.15pm
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Risk and fraud
• What do boards need to do about risk?
• Preventing and dealing with fraud
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3.45pm
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Q&A
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4.00pm
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End
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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
An enjoyable day and a challenge to work towards excellence on behalf of my organisation
A good blend of real expertise with informality which encouraged participation by delegates and made the event educational and enjoyable
