Protecting your Charity and Making the Right Investments

Tuesday 24th September | Derby

Introduction to Charity Finance - Joint Seminar with Brewin Dolphin

Finance is an area that can be critical to the operation of your charity and, one which is generally less well understood for trustees without prior experience or a financial background. Even for experienced trustees, there is a need to keep up to date with changing legislation.

Topics will include

  • Fraud Prevention
  • Introduction to financial accounts and charity accounting update
  • Strategy and governance
  • Trustees' investment duties and your investment policy statement
  • Introduction to the main type of investment
  • Portfolio construction, strategy and management risk

Agenda:

  • 07.30am Registration with tea and coffee and bacon rolls
  • 08.00am Welcome
  • 08.10am Charity Accounting update - Lisa Richards, Dains Accountants
  • 08.30am Fraud Prevention - Allan Maund, Dains Accountants
  • 08.50am Introduction to Investments - Roger Sedgwick, Brewin Dolphin
  • 09.35am Finish and network

Venue: 

  • Derby County Cricket Club, DE21 6DA

Book your place