This event is now sold-out! Please contact [email protected] to be added to the waiting list!
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.
01 November 2017
10.00AM - 10.15AMIntroductionsIntroductions
10.15AM - 11.15AMFinance and accounts
- Where does a charity get its money
- What is so special about funds
- What is a SORP
- What's unusual in charity accounting
- How to understand charity accounts
11.15AM - 11.30AMTea and coffeeTea and coffee
11.30AM - 1.15PMAnnual reports, budgets and performance measures and financial papers
- What should be in them?
- Trustees' responsibilities
Budgets and performance measures
- Essential elements of a good budget
- Importance of setting financial targets, trend analysis, risk assessment etc
Financial papers to the board
- What should they ideally contain?
- What should trustees look for?
- Crucial questions to ask
1.15PM - 2.00PMLunchLunch and networking break
2.00PM - 3.15PMCharity Tax and VAT made simple and investments
Charity Tax and VAT made simple
- A whistle stop tour for trustees of how tax affects charities
- An explanation of Gift Aid
- The board's responsibilities
- Types of investments a charity can make
3.15PM - 3.30PMTea and coffeeTea and coffee
3.30PM - 4.30PMRisk, audit and fraud
- What do boards need to do about risk
- The role and responsibilities of the auditor
- The board's relationship with the auditor
- Preventing and dealing with fraud
05 December 2017
9.30AM - 10.00AMRegistration and coffeeRegistration and coffee
Don Bawtree heads up BDO’s charity unit and has specific responsibility for larger and national clients. His experience spans 20 years of working in the sector, with a particular focus on financial governance. Apart from lecturing, client and committee work, he is chair of the Auditing Practices Board committee, author of the Charity Finance Accounts Compliance Checklist, and (with Kate Kirkland) Tottel’s Charity Administration, and on the advisory board of Governance magazine.
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
A good blend of real expertise with informality which encouraged participation by delegates and made the event educational and enjoyable
An enjoyable day and a challenge to work towards excellence on behalf of my organisation