Training courses for charity trustees

Transcription

1 Training courses for charity trustees Our 2012/2013 programme includes: What every trustee should know Identifying and managing risk NEW Charity law update Managing cash and investments Charities and employment matters Mergers and collaborations NEW Introduction to charity finance Owning, managing and occupying property assets Full day 75 per delegate Half day 45 per delegate Presented by: in association with WETSK Limited, company number:

2 Overview This series provides comprehensive training for new and existing trustees covering a range of essential topics including charity accounts; charities and employment matters; charity law update; managing cash and investments and mergers and collaborations. The programme enables you to pick and choose the courses most pertinent to you. Many of the courses will be useful for charity chief executives, finance directors and other members of the senior management team. w Due to popular demand we are offering two presentations of our full day session What every trustee should know. This session, primarily aimed at those new to the role, provides an excellent overview of a trustees duties and responsibilities and the main issues currently affecting the charity sector. Each session will present delegates with an opportunity to network. 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. Full Day Session What every trustee should know 25 October 2012, 9 April 2013 FULL DAY Speakers: CCLA, Farrer & Co, haysmacintyre Venue: CCLA, Senator House, 85 Queen Victoria Street, London EC4V 4ET 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: preparation of accounts, the role of Treasurer and audit committee, tax and VAT 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 Session 1 Identifying and managing risk 13 November 2012 Speakers: CCLA, Farrer & Co, haysmacintyre Venue: CCLA, Senator House, 85 Queen Victoria Street, London EC4V 4ET 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 and long term 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

3 Timetable The timetable for the full day sessions ( What every trustee should know ): 9:30 Registration with tea/coffee 10:00 Session commences 1:00 Lunch and networking opportunity 2:00 Session recommences 4:30 Questions and answers Each afternoon session will run as follows: 1:30 Registration with tea/coffee 2:00 Session commences 4:45 Questions and answers 5:00 Drinks and networking opportunity Session 2 Charity law update 20 November 2012 We will look at the latest developments in charity law including: Changes proposed as part of Lord Hodgson's review An update on the Charity Commission's public benefit guidance Speakers: Farrer & Co Venue: Farrer & Co, 66 Lincoln's Inn Fields, London WC2A 3LH The introduction of the CIO a new legal structure for charities Other recent developments in charity law Session 3 Managing cash and investments 11 December 2012 Speakers: CCLA Venue: CCLA, Senator House, 85 Queen Victoria Street, London EC4V 4ET We will discuss how to get the balance right between cash and long term investments. Options for cash and investment management An introduction to social investment opportunities Trustees duties and agreeing the right investment policy for your charity Session 4 Introduction to charity finance 15 January 2013 Speakers: haysmacintyre Venue: haysmacintyre, Fairfax House, 15 Fulwood Place, London WC1V 6AY During this session we examine what makes charity accounts so different to commercial accounts, the terminology used and the different accounting treatments that apply. We shall also review the regulation that charities need to comply with and the key reporting challenges. To finish we shall consider how to make best use of your annual report and accounts as a public facing document and fundraising tool.

4 For more information and to book online please visit 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 date, 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. Session 5 Owning, managing and occupying property assets 5 February 2013 Speakers: Farrer & Co Venue: Farrer & Co, 66 Lincoln's Inn Fields, London WC2A 3LH In this session we will focus on the issues faced by charities that own land, or occupy a building whether it be owned or leased. Update on the legal duties of trustees The obligations you have as an owner or tenant of property Property tax and VAT considerations that affect charities Session 6 Charities and employment matters 12 March 2013 Speakers: Farrer & Co Venue: Farrer & Co, 66 Lincoln's Inn Fields, London WC2A 3LH Employment issues, especially when things go wrong, are a common source of anxiety for trustees. This session will look at: The employment of staff, volunteers, roles and duties of employers in dispute resolution, staff benefits and pensions The implications of TUPE arrangements where activities or programmes are transferred between charities or form part of a funding application Session 7 Mergers and collaborations 23 April 2013 Speakers: Farrer & Co Venue: Farrer & Co, 66 Lincoln's Inn Fields, London WC2A 3LH With the tough economic climate, many charities are considering whether they may be better being part of a merged organisation. The session will consider: The different structuring options Factors that trustees need to consider Legal and financial due diligence and who should carry this out The learning aspects of recent merger activity We will also look at the implications of close working or collaborations rather than full merger and what this means legally and financially for your charity

5 For more information and to book online please visit The organisers haysmacintyre haysmacintyre is a leading firm of accountants and tax advisers specialising in the not for profit sector. With over 550 clients representing 45% of haysmacintyre s business charities are very important to us. Our award winning Charities 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 Best Overall Service Award 2011 by the Annual Charity Finance Survey. 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 charity and not for profit practices 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, intellectual property, financial services 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. 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 50 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 do we maintain our income when company dividends are being cut? 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 Some comments from past delegates: Interesting and very useful seminar covering some particularly relevant issues Excellent presentations Very clear, excellent as always Thank you for an excellent set of presentations Excellent quality information, Excellent hospitality staff!! Very useful. Good speakers. Great value Excellent programme, professionally delivered and very helpful

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 (please let us know if you would like us to send your joining instructions to an alternative address) Postcode 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 Full day sessions What every trustee should know 25 October April Session 1 13 November 2012 Identifying and managing risk (half day) 45 Session 2 20 November 2012 Charity law update (half day) 45 Session 3 11 December 2012 Managing cash and investments (half day) 45 Session 4 15 January 2013 Introduction to charity finance (half day) 45 Session 5 5 February 2013 Owning, managing and occupying property assets (half day) 45 Session 6 12 March 2013 Charities and employment matters (half day) 45 Session 7 23 April 2013 Mergers and collaborations (half day) 45 in association with WETSK Limited, company number:

8 Payment method The full day (9.30am 4.30pm) event costs 75 per delegate inclusive of refreshments and course materials. Each half day (1.30pm 5.00pm) event costs 45 per delegate inclusive of refreshments and course materials. Please make your cheque payable to trustee training for the total cost. Return your registration form and cheque in the reply paid envelope supplied, following the check list below. Booking confirmation and venue information will be sent to you prior to the event. Alternatively, you can send your registration form and cheque to: Trustee Training, haysmacintyre, Fairfax House 15 Fulwood Place, London WC1V 6AY 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 and return the reply paid envelope. 1. Complete registration form 2. Enclose a cheque made payable to trustee training 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 Fiona Swain Tel: Fax: events@haysmacintyre.com For more information and to book online please visit