• Jonathan Orchard

  Partner , Sayer Vincent LLP

  Jonathan is a partner at Sayer Vincent, specialist advisors to the charity and not-for-profit sector. He combines a board portfolio of audit clients with a particular specialism on the international development sector. Prior to returning to Sayer Vincent in 2013 he worked with many of the leading international NGOs providing internal audit and risk management support. He advises charities on the benefits of improved risk management, internal controls and the value that can be added by internal audit. He has been a trustee for the last 10 years – currently with INTRAC where he is treasurer and chair the finance and audit committee.

10.00	Introduction Why reserves are needed Charity Commission expectations/definitions What to disclose Relationship between reserves and working capital
10.20	Developing a compliant reserves policy Interactive case study and feedback
11.00	BREAK
11.10	Common approaches to reserves policies A critical appraisal of how many charities approach reserves policies (with real life examples)
11.40	An alternative risk focussed approach Understanding financial risk Which risks can reserves be expected to manage and which not
12.10	BREAK
12.20	How to develop a smart reserves policy Interactive case study and feedback
13.00	Conclusions How to use your reserves policy
13.15	End

Robert Moore

Against Breast Cancer

The reserves policy training was eye opening and very useful, especially for someone new to the charity sector. Well worth the time

Kristie Effemey

Momentum Children’s Charity

It was great to be put into teams and do some scenario planning, it really helped to gain an understanding of how we might apply the knowledge learned from the course, into our real-life scenarios

Alison Gray

R.I.S.E

Very useful training, which made me think more creatively about our reserves policy and moving on from a 'status quo' approach

 

 

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