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Honorary Treasurers Forum Summer Symposium

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UBS AG

5 Broadgate Circle

London

EC2M 2QS

United Kingdom

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Description

Being an effective Honorary Treasurer is not only about understanding the right things to do, it is also knowing how to avoid the pitfalls. The Summer Symposium is focusing on a number of topics which we hope will help improve adeptness. We will hear from eminent speakers and have the opportunity to learn from each other:

  • Does the Charity Commission’s financial guidance for trustees provide adequate support for all Honorary Treasurers? Focusing on the 15 questions checklist, our panel will be considering whether the guidance is challenging enough and meets the needs of both large and small charities. The panel will be chaired by Denise Fellows and includes: Nick Mott - Deputy Head of Guidance & Practice at Charity Commission, Gillian McKay – Head of Charities at ICAEW; Mark Salway – Director of Social Finance at Cass CCE; and, Pauline Broomhead - founding CEO at the Foundation for Social Improvement (FSI).
  • Reporting on impact. Recent changes in SORP recommend that within the annual report social impact is presented alongside financial accounts. – Head of Advisory and Impact teams at BWB will be exploring the ways in which some charities are rising to this challenge.
  • Update on social investment. The ‘Get Informed’ campaign was launched at our last summer symposium. Geetha Rabrindrakumar - Head of Social Sector Engagement at Big Society Capital.
  • Trading as a charity - opportunity or pitfall? Professor Paul Palmer, Graham Spooner and Stephen Brooker will engage attendees with lively case studies to explore some of the hazards and opportunities posing the questions:
    o When is a simple fundraiser a potentially illegal trading activity?
    o How can I rein in those people in Marketing?
    o We're not a hedge fund, or a commercial organisation.....surely we can’t do that?

Agenda

13:30 Arrivals and Registration

14:00 Welcome from the Chair

14.05 Financial guidance for trustees – Nick Mott, Gillian McKay, Mark Salway, Pauline Broomhead, Denise Fellows

14.45 Reporting on impact – Jim Clifford

15:30 Break

15:55 Social investment – ‘Get Informed’ campaign progress – Geetha Rubrindrakumar

16:10 Trading as a charity - opportunity or pitfall? – Professor Paul Palmer and Stephen Brooker

17:00 Closing remarks

17:10 Drinks and networking

18:30 Carriages

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Date and Time

Location

UBS AG

5 Broadgate Circle

London

EC2M 2QS

United Kingdom

View Map

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