Finance for trustees 5.07.2017

5 July 2017 London

Gain the knowledge and confidence to monitor and question financial information

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.  
  Download the brochure and booking form



05 July 2017

  • 9.30AM - 10.00AM
    Registration and coffee
    Registration and coffee
  • 10.00AM - 10.15AM
  • 10.15AM - 11.15AM
    Finance and accounts

    Finance in general

    • 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 - 11.30AM
    Tea and coffee
    Tea and coffee
  • 11.30AM - 1.15PM
    Annual reports, budgets and performance measures and financial papers

    Annual reports:

    • 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 - 2.00PM
    Lunch and networking break
  • 2.00PM - 3.15PM
    Charity 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 - 3.30PM
    Tea and coffee
    Tea and coffee
  • 3.30PM - 4.30PM
    Risk, 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


  • Don Bawtree

    Partner , BDO LLP

    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.


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


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




55 Baker Street


(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