Training & workshops

03MAR 2020
1:30 pm

haysmacintyre
10 Queen St Pl, London EC4R 1AG

Introduction to charity finance and reporting

About

Cazenove Charities, in association with haysmacintyre and Farrer & Co, hosts a comprehensive programme of training sessions for both new and experienced trustees.

The Introduction to Charity Finance and Reporting will cover a wide range of topics.

During this session we will:

  • Examine the roles and responsibilities for finance
  • 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 
  • Looking at the changes brought about by the new Charity SORP
  • Managing risk within finance and considering the governance of financial risk 

 

Please note this event has a cost to attend of £30 per person.

Date and Venue

03MAR 2020

haysmacintyre

10 Queen St Pl, London , EC4R 1AG


 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com