Joining the dots for your charity

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International Convention Centre Wales

M4

Newport

NP18, UK

United Kingdom

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Sales Have Ended

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Thank you for registering! If you have any questions about the event or for more information, please contact events@nicheifa.co.uk
Event description
29th January 2020 | ICC Wales | Charity Trustees

About this Event

On 29th January 2020 from 4:30pm, we will be hosting an event at the ICC Wales, bringing together a number of charity experts. The event will include a summary of trustees' obligations and ways in which to meet them.

Companies including Baldwins Accountants, solicitors Harrison Clark Rickerbys, Monmouthshire Building Society and Niche Chartered Financial Planners will all present - each lasting 15 minutes.

Coffee and tea will be provided along with welsh cakes and bara brith. It will also be a great opportunity to take a look around the already iconic ICC Wales.

If you would like to attend, please complete the registration form and include any additional guests / trustees who would also like to attend.

For more information about the event, or if you have any questions, please do not hesitate to contact events@nicheifa.co.uk

by Sarah Case

Reserves - your Reserve’s policy – why do you need one, what it should contain, how much is enough?

Responsibilities - it’s a Trustees responsibility to manage both the risk and return from the charity’s assets – how do this responsibility work with investing?

Cash flow - what are your cash flow requirements on reserves and how affordable is tying up cash?

Compliance - where on the accounts do we see investments, trustee report, SOFA, balance sheet

Annual disclosures – what are the impact of the changes in valuation of an investment on the accounts?

Records - what information is required for the accounts, what evidence is required for the audit?

Tel: 01633 265828

Web: baldwinsaccountants.co.uk

Email: sarah.case@baldwinsgroup.com

by David King, Partner at Harrison Clark Rickerbys

Understand your charity’s finances, including investments and the trustees responsibility for the charity’s investments.

Understand your charity’s investment powers and trustee duties.

Your need to consider your charity’s reputation and known when you need to ask for help and advice.

Best practice when it comes to creating an investment policy statement.

Tel: 01989 550 568

Web: hcrlaw.com

Email: dking@hcrlaw.com

Office: Overross House, Ross Park, Ross-On-Wye, HR9 7US

by Dan Goulding

Monmouthshire Building Society has proudly supported people, business and charities across South Wales for over 150 years. The Society is delighted to part sponsor and support this event which will prove invaluable for Trustees. Come along to find out how the Society can help charities invest funds, whilst receiving a return on that investment with our range of community and charity savings accounts.

Tel: 01633 844330

Web: monbs.com

Email: dan.goulding@monbs.com

Office: Monmouthshire House, John Frost Square, Newport, NP20 1PX

by Chartered Financial Planners Matt Wiltshire and Aled Phillips

Having a robust and clear investment policy is a necessity for charities today. Alongside a wide range of industry experts, Niche will outline everything you need to know to ensure you do everything required as a trustee.

We have a clear four stage process, and can assist with any individual part if necessary. Our objective is to bring the overall strategy together, and build a robust investment strategy in line with your charity's objectives, ethical stance and investment policy. Part of this will also include researching the best available cash accounts to maximise returns from cash and therefore decrease erosion of the purchasing power of your capital by inflation.

Tel: 01633 859555

Web: nicheifa.co.uk/ethical

Email: events@nicheifa.co.uk

Office: 5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

Date and Time

Location

International Convention Centre Wales

M4

Newport

NP18, UK

United Kingdom

View Map

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