Charity Concepts 17.05.2017

17 May 2017 Training London

An essential training course on the fundamentals of charities

Exploring the key structural, governance and functional issues facing charities, this one-day training course will provide you with an overview of charities, the way they work, and the context in which they carry out their activities. With sessions covering a range of issues from governance to income generation to working relationships, you will leave with a good understanding of charity operation as well as advancing your own personal knowledge and development. 


17 May 2017

  • 10.00AM - 10.25AM
    Welcome, introduction, coffee and networking
    Welcome, introduction, coffee and networking
  • 10.25AM - 10.30AM
  • 10.30AM - 11.30AM
    Governance and board/staff relationships
    Session one – Governance and ownership
    • Charitable structure – Unincorporated, CLG, CIOs etc • Membership structures • Trustees/boards • Elections/appointments • The role of the Charity Commission

    Session two – Board/staff relationships
    • Role of Chief Executive • Board committees/staff involvement • Relationships • Conflict  
  • 11.30AM - 11.45AM
    Networking and refreshment break
    Networking and refreshment break
  • 11.45AM - 1.00PM
    Finances and income generation
    Session three – Finances
    • The SORP • Unrestricted/restricted/designated/endowment funds • Reserves and reserves policies • Not for profit but not for loss either (budgeting and cost management) • VAT

    Session four – Income generation
    • Services • Sales • Fundraising • Donations • Legacies  
  • 1.00PM - 1.45PM
    Lunch and networking break
  • 1.45PM - 2.45PM
    Marketing and employment law
    Quick quiz – revising material so far S

    Session five – Marketing and communications
    • Marketing strategy and segmentation • The four Ps (product, pricing, promotion and place) • Reputation management • All things digital

    Session six – Volunteering and employment law
    • What’s different between volunteers and employees • Interns and work experience • How much should staff be paid?
  • 2.45PM - 3.00PM
    Networking and refreshment break
    Networking and refreshment break
  • 3.00PM - 4.00PM
    Lobbying and advocacy
    Session seven – Lobbying and advocacy

    • Overview of lobbying act • Purpose of lobbying • Lobbying techniques and getting your needs across  


  • Robin Osterley

    Chief Executive , Charity Retail Association

    Robin Osterley is Chief Executive of the Charity Retail Association, the UK’s only trade organisation representing the interests of charity shops and their parent charities. He has extensive experience in membership associations, having previously spent 16 years as Chief Executive of Making Music, the UK’s leading association for amateur musical organisations, as well as a short time as Chief Executive of sports umbrella Supporters Direct. Alongside this management experience Robin has a longstanding background in lobbying and advocacy work, and he has been a representative on numerous Government and industry forums including the Music Business Forum and the board of ACEVO. He was also, with others, responsible for setting up the sector skills council for the creative and cultural industries, CCSkills.


Deb Bourner

Octavia Foundation

A very concise and informed overview all trustees or charities need to know. Should be an induction for all new trustees. A very interesting and engaging presentation on potentially dry subject

Judith Taylor

Excellent foundation for "newbies" to the charity world. Professionally presented and pitched appropriately to audience.

Louise Willows

Rathbone Investment Management

Invaluable overview on the workings of charities

Kim Smith

Protech Computer Systems

Very engaging experience due to the content and speaker

Ian Smith


Excellent - very comprehensive and thoroughly worth while



(prices exc VAT)

Governance & Leadership subscriber - £195
Standard rate - £235
Non-charity Governance & Leadership subscriber- £300
Non-charity delegate-£400

For group bookings email [email protected] or call 020 7819 1208


106-109 Saffron Hill

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