• 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.

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

 

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

 

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]

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).