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
Programme
12 October 2016
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9.30AM - 10.00AMRegistration and coffeeRegistration and coffee
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10.00AM - 10.15AMIntroductionsAn opportunity to meet your peers and course leader
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10.15AM - 11.15AMFinance and accounts
Finance in general
- Where does a charity get its money
- What is so special about funds
Accounts
- What is a SORP
- What's unusual in charity accounting
- How to understand charity accounts
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11.15AM - 11.30AMTea and coffeeNetworking and refreshment break
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11.30AM - 1.15PMAnnual 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
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1.15PM - 2.00PMLunchLunch and an opportunity to network
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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
Investments
- The board's responsibilities
- Types of investments a charity can make
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3.15PM - 3.30PMTea and coffeeNetworking and refreshment break
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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
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4.30PM - 4.30PMEndEnd
Prices
(prices exc VAT)
Governance & Leadership subscriber - £195
Standard rate - £235
For group or corporate bookings email [email protected] or call 020 7819 1208
Governance & Leadership subscriber - £195
Standard rate - £235
For group or corporate bookings email [email protected] or call 020 7819 1208
Testimonials
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
