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