• 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.

10.00am	Introductions and charity sector background
10.45am	Accounts • What is a SORP? • What’s unusual in charity accounting? • How to understand charity accounts
11.30am	Refreshment break
12.15pm	Annual reporting – public benefit and reserves • What should be in annual reports? • Trustees’ responsibilities
12.45pm	Lunch break
1.30pm	Budgets & Financial information for trustees • Essential elements of a good budget • Importance of setting financial targets, trend analysis, risk assessment etc
2.00pm	Tax • A whistle stop tour for trustees of how tax affects charities
2.30pm	Audit and investments • The role and responsibilities of the auditor • The board’s relationship with the auditor • Types of investments a charity can make
3.00pm	Refreshment break
3.15pm	Risk and fraud • What do boards need to do about risk? • Preventing and dealing with fraud
3.45pm	Q&A
4.00pm	End

  

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

Trustee

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

 

Governance & Leadership subscriber - £195

Standard rate - £235

Non-charity Governance & Leadership subscriber- £300

Non-charity delegate- £400

(prices exc VAT)

For group bookings email [email protected]

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).