TrACK 2017 - Is your charity complying with it's legal obligations?

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Blackadders Solicitors

30 & 34 Reform Street



United Kingdom

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Charity Law - Guest speakers Stewart Dunbar, Sarah Winter, Keith Thomson, Simon Allison, and Emma Gray of Blackadders

Stewart Dunbar - Overview of charity structures and trustees' responsibilities

This will be a reminder of the 2005 Act, covering the different legal forms of charities and outlining the different structures and office bearers in each.

A run through of the general and specific duties incumbent on charity trustees, underlining the extent to which trustees are responsible (and liable) for oversight, direction and decision-making of the charity. The extent of which often proves to be surprising to directors of charitable companies, and is important for CEOs and senior management in order to better understand their relationship with the board.

Sarah Winter - OSCR compliance issues: a view from the inside

Sarah Winter, having completed a secondment with OSCR working in their regulatory and compliance sections, will give delegates an insight into how the regulator operates, with case studies to illustrate points of good-practice.

Keith Thomson - Charity investment powers

Topics covered will include:

  • A reminder of the 2005 Act powers of investment, which bears re-emphasising in an era where interest rates on standard deposits accounts are so low

  • Modern approaches to awareness & planning issues: including formulating and maintaining policies on levels of reserves and appropriate investment strategy policies

Simon Allison - Employment aspects

Will cover a variety of topics relating to employment law including the status of ‘volunteer’ workers, and how to avoid claims and tribunals

Emma Gray - Property aspects

Though the property aspects of charity management can be fairly static for long periods of time, the modern CEO must have an awareness of relevant property issues as they stand to affect the charity and the environment within which it operates, as these decisions can make or break the charity’s future.

An opportunity to explore modern approaches to commercial leasing and the pitfalls to avoid, as well as an update on wider points of awareness such as the new Scottish Lands and Building Transaction Tax (LBTT).

Sarah Winter & Stewart Dunbar - Other charity issues

This session will round-up issues such as:

  • Governance / effective trustee decision-making / role of the chairperson

  • Remuneration / payments to trustees

  • Proposed changes to the Charity Test / new compliance requirements

  • OSCR proposals for changes to statements of recommended practice in preparing charity accounts (SORPS)

  • Correct approach to compliance with the Bribery Act

  • Current affairs – as may transpire in the next few months

There will also be time at the end of the session for further discussion and questions at the end of the session.

Susan Curran, Operations Manager at the HM Frigate Unicorn attended this session last year:
"I attended this session on Charity law delivered by Blackadders last year and it was hugely beneficial. We received information from four members of their team talking about their specialist areas which I found to be invaluable. I fired lots of questions at them and they were only too happy to answer them all. £50 is such a fantastic price for this level and length of training course. Thank you ACK team!"

This is one of ten TrACK sessions for 2017, the remaining sessions are:

  • Charity Finance - MMG Archbold - Thursday 26/10/17 10am till 3pm (lunch included) Book here
  • Corporate Social Responsibility - Donald McPherson -Former Company Secretary of the Alliance Trust- Thursday 16/11/17 10am till 12pm Book here
  • Press & Media Training - Fiona Armstrong of DC Thomson - Friday 8/12/17 10am till 1pm Book here
  • Social Media - Fiona Harper of ACK - Thursday 14/12/17 10am till 1pm Book here

If you would like to attend any of these sessions you can book for £50 on Eventbrite by clicking on their corresponding links above.

This course is open to staff or volunteers from third sector organisations, community groups or individuals who are starting out or keen to learn or refresh knowledge on some of the fundamental areas of the third sector.

The Circle Dundee on Staffa Place has ample parking but can be easily reached from the town centre on the 10a, 1a, 12 and 1b bus services.

Any questions? Contact clare@weareack.org.uk

Content of remaining courses

Charity Finance

Who should attend?

Those with little or no previous financial experience who need to understand and interpret financial information, including staff, trustees and volunteers.
By the end of this course you will:

Understand the charities duties financially
What’s covered on this course:

The typical financial duties of a charity in regards financial reporting, dealing with Companies House and Charity Commission filings.
Recent Changes in the Companies Act 2016
Understanding your organisations accounts – useful when discussing with funders

Guest speaker MMG Archbold

Corporate Social Responsibility

Who should attend?

This course will be of interest to charities who receive, or would like to attract, funding from companies.

By the end of this course you will:

Understand the meaning of corporate social responsibility and how it can help you to attract funding from the business sector.

What's covered on this course:
  • The legal background to CSR
  • Why CSR is important to companies
  • Where to look for information on companies' approach to CSR
  • How to approach companies for support

Guest Speaker: Donald MacPherson -Former Company Secretary Alliance Trust and Board of Director in ACK

Press & Media

This course will appeal to people at all levels especially those who are responsible for the marketing and communications in their organisation

By the end of this course you will:

understand the different types of UK media
put together a focused media list for your charity
understand how to turn information into a story
write a good a press release

What’s covered on this course:

understanding how the media works
finding a great story
getting your story into the media

Guest speaker Fiona Armstrong of DC Thomson

Social Media

Who the course is aimed at?
This course is aimed at anyone who would like to use social media more effectively.

What the course will cover?
We will look at the different social media platforms, looking at which ones are best for you depending on your aims and your audience. We will also look at tips to gather, engage and retain followers and what to consider when putting together a social media strategy and plan.

What they will get from the course?
A better understanding of how people interact with social media and how you can engage with them effectively. You will also know how to put together a social media plan and how to balance your content to keep your audience interested.

Fiona Harper, Head of Marketing and Communications at ACK
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Blackadders Solicitors

30 & 34 Reform Street



United Kingdom

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