Training courses for charity trustees

Transcription

1 Training courses for charity trustees Programme for Autumn 2014 Spring 2015 Presented by: chartered accountants & tax advisers in association with WETSK Limited, company number:

2 Overview This series provides comprehensive training for both new and experienced trustees covering a range of essential topics including: identifying and managing risk in a charity, charity law update, managing cash and investments stage one and an introduction to charity finance and reporting. The programme enables you to pick and choose the courses most pertinent to you. Many of the courses will also be useful for charity chief executives, finance directors and other members of the senior management team. We are running the full day session on What every trustee should know on two separate dates in response to high demand. The session, primarily aimed at those who are new to the role, provides a comprehensive overview of a trustee s duties and responsibilities and the main issues currently affecting the sector. We will also be offering two refresher sessions for those with more experience, who would benefit from a half day refresh on the key elements of trusteeship. All of our sessions will present delegates with an opportunity to network. Timetable The timetable for the full day sessions will be: 9:30 Registration and refreshments 10:00 Session commences 13:00 Lunch and networking opportunity 13:45 Session recommences 16:30 Questions and answers 17:00 Close Each afternoon session will run as follows: 13:30 Registration and refreshments 14:00 Session commences 16:45 Questions and answers 17:00 Close Venue All sessions will be held at a Central London venue. Confirmation, venue information, map and directions will be sent to delegates in advance of each event, wherever possible by . Cost Full day course 75 per person. Half day course 45 per person. Fees include refreshments and all course materials. To book online please visit or alternatively complete the registration form attached to this flyer. For more information and to book online please visit

3 Programme Every session will be run by specialists drawing upon their expertise and experiences and there will be an opportunity for delegates to participate in the discussion during the question and answer sessions. What every trustee should know 14 October April 2015 FULL DAY What information do you need as a trustee and what are your legal responsibilities? This session will provide a comprehensive summary of trustees duties and responsibilities and will cover issues such as: The framework within which charities operate: the legal structures used by charities, the regulation of charities, the role of the Charity Commission and the public benefit requirement Trustees duties, responsibilities and potential liabilities Charity accounting: the accounting and reporting framework, unravelling the jargon, preparation of accounts, ensuring you receive the right financial information, the role of trustees and audit committee Charity funds, investments and banking Fundraising: the ground rules, the role of professionals and corporate support Trading: the ground rules and the use of subsidiary companies Recent regulatory developments Speakers: CCLA, Farrer & Co, haysmacintyre Venue: CCLA, Senator House, 85 Queen Victoria Street, London EC4V 4ET What every trustee should know Refresher 2 December May 2015 HALF DAY (AFTERNOON) For those trustees that cannot spare a whole day, or who just feel they need a refresher on the key elements of trusteeship, this half day course picks up the key points of the whole day session in an afternoon. This session will assume a certain level of knowledge of trusteeship and legal duties and is designed as a refresher course. Speakers: CCLA, Farrer & Co, haysmacintyre Venue: CCLA, Senator House, 85 Queen Victoria Street, London EC4V 4ET Session 1 Identifying and managing risks in a charity 4 November 2014 HALF DAY (AFTERNOON) Risk management features prominently in the Charity Commission s expectations of trustees. This session considers: How to identify, document, and grade financial and other threats to your charity s work over the short term and the long term Your governance structure to manage the risk process Who should be responsible on a day to day level What to do when things go wrong The duties of the board of trustees in managing risk The session will also contain a case study to actively engage the audience and share thoughts and ideas. Speakers: CCLA, Farrer & Co, haysmacintyre Venue: CCLA, Senator House, 85 Queen Victoria Street, London EC4V 4ET

4 Session 2 Charity law update 15 December 2014 HALF DAY (AFTERNOON) We will look at the latest developments in charity law including: The Protection of the Charities Bill Social investment tax relief New guidance on conflicts of interest for charity trustees Speakers: Farrer & Co Venue: Farrer & Co, 66 Lincoln s Inn Fields, London WC2A 3LH Session 3 Managing cash and investments stage one This session is designed for those who would like to brush up on the basics of managing cash and investments. We also provide a more advanced masterclass session on this topic. 27 January 2015 HALF DAY (AFTERNOON) We will discuss What can a charity invest in? How to get the balance right between cash and long term investments Different types of risk and how to address them Understanding what your portfolio manager is doing Trusties duties and agreeing the right investment policy for your charity Speakers: CCLA Venue: CCLA, Senator House, 85 Queen Victoria Street, London EC4V 4ET Session 4 Introduction to charity finance and reporting 10 March 2015 HALF DAY (AFTERNOON) During this session we will: Examine what makes charity accounts so different to commercial accounts Understand the terminology used and the different accounting treatments that apply Explore what you as trustees should expect to receive in your management information packs during the year to effectively monitor the financial operation of your charity Review the regulation that charities need to comply with Discuss the key reporting challenges Discuss how to make best use of your annual report and accounts as a public facing document and fundraising tool Look ahead to the changes being introduced by a new Charity SORP Speakers: haysmacintyre Venue: haysmacintyre, 26 Red Lion Square, London WC1R 4AG

5 The organisers haysmacintyre haysmacintyre is a leading mid-tier firm of Chartered Accountants and Tax Advisers specialising in the not for profit sector. With over 600 clients representing 40% of haysmacintyre s business, Not for Profit and charitable organisations are very important to us. Our award winning team is one of the largest in the UK and has an excellent reputation for client care. We are proud to have been awarded the Overall Service Award 2013 by the Annual Charity Finance Survey for the third year in a row. We are delighted that more than 100 of our charity audit clients participated in this independent client care survey. For further information, please contact Richard Weaver, Head of Not for Profit, on or rweaver@haysmcintyre.com Farrer & Co Farrer & Co is recognised by the independent legal directories as one of the very top law firms for charity and not for profit expertise in the country. Our 15-strong charities team is supported by specialists in other areas of law that affect charities and not for profit organisations, such as employment law, data protection, dealing with land and property, financial services, intellectual property and handling the media. Peers admit that this charities team is a worthy adversary: The lawyers really understand the charities sector inside and out, and they are talented throughout the ranks. Chambers UK For more information please contact James Maloney in the Charity and Community team, on or james.maloney@farrer.co.uk CCLA CCLA is one of the UK s largest managers of long term investments and cash funds for charities. Throughout our 55 year history we have been exclusively dedicated to meeting the specialist needs of the sector. Our clients look to this wealth of experience for answers to the difficult questions they are facing today. How can we make better use of our resources without taking on too much risk? With cash interest rates so low, should we be considering long term investments to give us more spending power? How do we use our endowment to support our mission? For further information please contact Heather Lamont, Client Investment Director, on or heather.lamont@ccla.co.uk

6 Payment method The full day ( ) event costs 75 per delegate inclusive of refreshments and course materials. Each half day (13: ) event costs 45 per delegate inclusive of refreshments and course materials. Please return your registration form and cheque in the reply paid envelope supplied, following the check list below. Please make your cheque payable to Trustee Training. Booking confirmation and instructions will be sent to you prior to the event. Cancellation policy Please be aware that refunds will not be available. We are usually able to accept substitute delegates and appreciate advance notice of any substitutions. Data protection Please tick this box if you do not wish to receive invitations to future training events Registration form checklist Please ensure you have completed all steps below. 1. Complete registration form 2. Enclose a cheque for full payment based on 75 per delegate/full day and 45 per delegate/half day 3. Return registration form and cheque in the reply paid envelope supplied For further information, or additional copies of the programme, contact Charlotte Gibbons Tel: Fax: events@haysmacintyre.com For more information and to book online please visit

7 BOOK ONLINE NOW! at Alternatively complete the registration form below Delegate details (for additional delegates, please copy form) Please use block capitals. Title (Mr/Mrs/Ms/Other) First Name Surname Position Name of organisation Telephone Address Postcode (please let us know if you would like us to send your joining instructions to an alternative address) Please send this form with your cheque made payable to Trustee Training for the total cost of the delegate(s) in the reply paid envelope provided. I would like to book: What every trustee should know full day sessions 14 October 2014 (full day) April 2015 (full day) 75 What every trustee should know half day refresher 2 December 2014 (half day) May 2015 (half day) 45 Session 1 4 November 2014 Identifying and managing risks in a charity (half day) 45 Session 2 15 December 2014 Charity law update (half day) 45 Session 3 27 January 2015 Managing cash and investments stage one (half day) 45 Session 4 10 March 2015 Introduction to charity finance and reporting (half day) 45 How did you hear about Trustee Training (please tick the relevant box) CCLA Farrer & Co haysmacintyre Referral Other in association with WETSK Limited, company number:

8 Some comments from past delegates: Very useful overview of a complicated area, thank you! The session was great and has improved my knowledge and given me confidence, thank you. Please let me know as soon as next years training is organised. A practical class in learning to read accounts for the non-accountants. Very useful and relevant thanks. Very useful. Good speakers. Great value. Excellent programme, professionally delivered and very helpful.