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.
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
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'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.