Tuesday, 26 August 2014

Masterclass on the Role of the Honorary Treasurer - from the Honorary Treasurers Forum (Half price for Trustees' Week!)

The Honorary Treasurers Forum is holding a Masterclass on 'The role of the Honorary Treasurer'.

Date: Tuesday 4th November 2014
Time: 6pm-8,45pm (Arrival and registration from 5.30pm)
Location: Cass Business School, 106 Bunhill Row, London, EC1Y 8TZ
Price: £25 (usually £50 - half price to celebrate Trustees' Week 2014!)

The session will be led by Judith Miller of Sayer Vincent, and aims to introduce those who are new to charities or less experienced in charity accounting to the key aspects of charity governance and management.  As well as interactive group exercises, there will be a full set of notes to take away adding valuable information on taxation for charities, the accounting framework and a list of resources.

This will be an excellent opportunity to brush up on knowledge and skills and question one of the leading experts in charity accounting.

There is usually a small charge of £50 for the master class.  However, to celebrate Trustees’ Week 2014, the cost is only £25. We are particularly grateful to Sayer Vincent and Cass Business School whose support is helping subsidise this event.
Book your place HERE.
17.30 - Arrival and registration at Cass
18.00 - Shape and Size of the Charity Sector: Main sources of income, how many people work in the sector and diversity of sector
18.30 - The role of trustees: How governance is different to management, the role of the treasurer and interaction with managers and volunteers
19.15 - Charity Accounting: How charity annual accounts are different to commercial accounts, drawing out important aspects such as restricted funds, reserve levels and cost allocation
Judith Miller
Judith became a partner at Sayer Vincent in 2006. Before joining the firm, she trained as a Chartered Accountant with KPMG, working for them in the UK and in Germany. She is a Fellow of the ICAEW and holds a Diploma in Charity Accounting.

As well as handling a portfolio of audit clients, Judith leads reviews of governance structures, and team, departments and organisational reviews. She also leads teams performing financial reviews where organisations are seeking assurance, including due diligence and reports to funders with concerns around financial management and governance.
Judith has worked with a wide range of charities and not-for-profit organisations, these include Community Service Volunteers (CSV), the Royal Institute of British Architects (RIBA), Royal College of Obstetricians and Gynaecologists, the Institute of Contemporary Arts (ICA), Mind, Movember, Combat Stress, The Park Theatre and the Institute of Development Studies.

Judith's work reflects our emphasis on the "people factors". This relates to both how the work is planned and performed as well as the likely risks and issues associated with the areas under review. Assignments are tailored to the way individual clients work. Judith is an experienced trainer and facilitator and designs bespoke development days for clients, as well as speaking at conferences and leading our client seminars. She supports clients achieve their objectives and makes areas that can be seen as complex and inaccessible, or perhaps just dull as vital, interesting and accessible.
Judith is a trustee for a charity which provides care to people with learning disabilities and a board member at BUPA Foundation.
Please contact Barbara Robertson at the Honorary Treasurers Forum with any questions, on info@honorarytreasurers.org.uk or 0207 040 8781

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