We know how important it is for charity leaders and finance professionals to keep up-to-date with regulations and best practices, particularly during challenging times. We are therefore delighted to announce that this training course will be taking place online.
This half-day online course has been designed to help charity finance professionals develop a reserves policy that meets the requirements of the Charity Commission and SORP but which is also focussed on financial risk and forms an integral part of the charity’s financial strategy.
This course is now sold out. The next Reserves Policy Training will take place on 4 May, click here to find out more.
Speakers
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Jonathan Orchard
Jonathan is a partner at Sayer Vincent, specialist advisors to the charity and not-for-profit sector. He combines a board portfolio of audit clients with a particular specialism on the international development sector. Prior to returning to Sayer Vincent in 2013 he worked with many of the leading international NGOs providing internal audit and risk management support. He advises charities on the benefits of improved risk management, internal controls and the value that can be added by internal audit. He has been a trustee for the last 10 years – currently with INTRAC where he is treasurer and chair the finance and audit committee.
Programme
9:00
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Introduction
Why reserves are needed
Charity Commission expectations/definitions
What to disclose
Relationship between reserves and working capital
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9:20
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Developing a compliant reserves policy
Interactive case study and feedback
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10:00
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BREAK
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10:20
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Common approaches to reserves policies
A critical appraisal of how many charities approach reserves policies (with real life examples)
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10:50
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An alternative risk focussed approach
Understanding financial risk
Which risks can reserves be expected to manage and which not
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11:20
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BREAK
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11:40
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How to develop a smart reserves policy
Interactive case study and feedback
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12:20
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Conclusions
How to use your reserves policy
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12:35
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End
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Prices
Charity Finance subscriber - £119
Standard charity rate - £159
Corporate Charity Finance subscriber- £300
Corporate delegate- £400
For group bookings email [email protected]