Charity Trustee Training Programme
January 2008 - June 2008

London:
8-10 New Fetter Lane, London EC4A 1RS >>map>>


The topics we will cover are:

Module 1 - Charity Trusteeship, Governance and Compliance
Wednesday 16 April

Module 2 - Financial, Accounting and Fundraising
Wednesday 14 May

Module 3 - Trading, IP and Employment
Wednesday 18 June

 

Programme:

8:30am
Registration & Breakfast

9:00am
Presentation

9:45am
Questions & Answers

10:00am
Presentation

10:45am
Questions & Answers

11:00am
Presentation

11:45am
Questions & Answers

12:00pm
Close

 

 

In a series of three morning seminars, we will provide an overview of the current issues that relate to administering a charity in today's competitive and tightly regulated environment.

The seminars will be given by members of the Charles Russell Charities Group and by other professionals well known for their expertise in the sector.

Each topic will be followed by the opportunity to ask questions and explore particular areas in more detail.

Who Should Attend?
This series will be relevant to trustees as well as directors, chief executives and other senior managers.

Networking Opportunities

There will also be intervals in which to meet representatives of other charities as well as the speakers.
There will usually be no more than fifteen delegates, and all delegates will be provided with notes for future reference.

Cost
There is a charge of £50 (plus £8.75 vat) per module or three modules for the price of two £100 (plus £17.50 vat). A different delegate may attend each module.

Contact Details
If you would like any further information please contact Geraldine Gardner on 020 7203 5243 or email geraldine.gardner@charlesrussell.co.uk


Module Details

Module 1 - Charity Trusteeship, Governance and Compliance
Wednesday 16 April

8:30am - 12:00pm
Topic 1 - Charity Trustee Issues
• What is Charity?
• Powers and Responsibilities of Charity Trustees
• Personal Liability and Insurance
Topic 2 - Constitutional and Structural Issues
• Different Forms
• Incorporation - Factors to Consider
• The Charitable Incorporated Organisation (CIO)
• Members
• Restricted Funds and Endowments
• Branches
• Mergers and Working Together
Topic 3 - Regulation and Compliance (including EU and Competition Law)

 

Module 2 - Financial, Accounting and Fundraising
Wednesday 14 May

8:30am - 12:00pm

Topic 1 - Financial Issues
• Investment Management
• Tax Considerations
Topic 2 - Accounting Requirements and SORP/Risk Assessment
Topic 3 - Fundraising (including Legacy and Maximisation)

 

Module 3 - Trading, IP and Employment
Wednesday 18 June

8:30am - 12:00pm
Topic 1 - Charity Trustee Issues
• Contractual Issues
• Trading Subsidiary
• Pitfalls
• Land Issues
Topic 2 - Data Protection, Reputation Management & Exploitation of Intellectual Property
Topic 3 - Employment /Pension Issues
• Volunteers
• Best Practice Guidelines
• Discrimination
• Disciplinary, Dismissal and Grievance Regime
• Changes in 2007 and Beyond

Booking form

Title (Mr/Mrs)
First name
Last name
Position/status
Organisation
   
Address
Telephone
Fax
   
Email
Website
I wish to attend the following modules
Module 1 - Charity Trusteeship, Governance and Compliance
Wednesday 16 April 2008
Module 2 - Financial, Accounting and Land Issues
Wednesday 14 May 2008
Module 3 - Trading, IP and Employment
Wednesday 18 June 2008
Please note that an invoice will be sent to you shortly after you have submitted this booking form.
 
   

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