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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:

  • How does your awareness of your roles and responsibilities compare with other trustees? Cass CCE, the Charity Commission and Cranfield Trust have recently undertaken a massive survey of 19,000 trustees to understand what makes best practice. The results will be launched in May and Stephen Lee and Bob Harris will be sharing some of the early findings and recommendations.
  • Reporting on impact. Recent changes in SORP recommend that within the annual report social impact is presented alongside financial accounts. Sarah Ramsey 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 will be reporting on its progress one year on.
  • Trading as a charity - opportunity or pitfall? 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 Reality bites– results of recent major survey into trustee awareness of their roles and responsibilities - Stephen Lee and Bob Harris

14:45 Reporting on impact – Sarah Ramsey

15:30 Break

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

16:10 Trading bodies and taxing challenges – 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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