Introduction to Charity Finance

7th June | Derby

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:

09.30am    Registration with tea and coffee
10.00am    Welcome
10.10am    Fraud prevention - Allan Maund, Dains Accountants
10.40am    Charity Accounting update - Andy Morris, Dains Accountants
11.10am    Break
11.30am    Introduction to investments, Roger Sedgwick, Brewin Dolphin
12.30am    Lunch      

Date:

  • 7 June 2019 - Derby County Cricket Club, The Pattonair County Ground, Nottingham Road, Derby DE21 6DA

Cost:

Free

How to Book:

To reserve your place click here.