Trustee Exchange
Events |
18 Mar 2010
Don Bawtree
Don Bawtree heads up accountancy firm BDO not for profit unit unit and has specific responsibility for larger and national clients. He is a charity sector expert with 20 years experience in the sector with a particular focus on financial governance. Apart from lecturing, client and committee work, Don is chair of the Auditing Practices Board committee and author of the guide to SORP compliance, published by Charity Finance. He is also author with Kate Kirkland of Tottel's Charity Administration, and is on the advisory board of Governance magazine
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The Trustee Exchange one-day conference is an excellent opportunity for all trustees to benefit from stimulating presentations, workshops and interactive sessions to gain fresh insights to help your board operate more effectively and efficiently. The day also gives you the perfect chance to network face-to-face with other board members who tackle similar issues, share ideas and find solutions to develop best practice.
Download the full Charity Shops Survey 2010 which takes an in-depth look at current trends in one of fundraising's greatest resources. Foreword by BDO's charity unit leader Don Bawtree.
The government will commit no more than £75m from dormant bank accounts as initial capital for a Social Investment Wholesale Bank, it announced today in its Pre-Budget Report.
Most board members, at some time or other, have sat in meetings and wondered what on earth is going on when the finances are being discussed. Don Bawtree provides an overview of the key financial terms.
Trustees are required make a realistic assessment of their charity’s solvency, whenever they issue accounts under the Sorp (Statement of recommended practice).
Trustees are jointly and severally responsible for the proper stewardship of the assets of their charity. It is therefore essential that all trustees understand charity finance and feel that they can monitor and question financial information, and can make major decisions jointly with the other trustees regarding financial planning and major expenditure. This course is a must for all trustees whether they have some or no financial expertise.
The revised Charity Commission guidance for serious incident reporting still needs work, says Don Bawtree.
At the end of an audit, the trustees are asked to sign a letter addressed to the audit firm, confirming, amongst other things, that they have told the auditors everything they need to know. Often trustees feel unsure about this letter. Why is it needed? Is the auditor just passing the buck? Is it safe to sign?
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