Managing My Charity Through Challenging Times - Session 1 & 2

Quorum Training - A Wilmington Company
Course summary
6 hours
395 GBP excl. VAT
Online courses

Course description

Managing My Charity Through Challenging Times – Session 1 & 2

As a charity trustee what I need to know, and what I need to do about

  • The relevant legal provisions they need to be aware of,
  • Good practice guidance in the sector, and how these are applied in practice.

CPD Hours: 6

Suitability - Who should attend?

This course is for existing or new charity trustees, or charity staff who work with or provide reports for charity trustees.

Training Course Content

Day 1

Session 1

Legal Compliance. Charity and related laws, regulations and good practice focussing on:

  • Duties of charity trustees under charity law [and company law]
  • Charity good governance principles (Charity Code)
  • Potential legal liability personal and board collective
  • What boards do[strategic] Vs what are operational responsibilities for staff?

Financial management responsibilities

  • What does the law state about the Board’s responsibilities for finances?
  • What financial information needs to be prepared and made public (SORP requirements in summary) by UK registered charities?
  • What financial information is needed by the board to manage the charity’s finances on an on-going basis?

Day 2

Session 2

Structuring and decision-making

  • Good practice relating to board committees and their roles and responsibilities
  • Organisational policies and procedures ( finance, HR Risk management etc)
  • Board meetings and agendas; what works? Policies, procedures, minutes and legal records
  • Board papers and other information from staff and external sources

Risk management and reporting

  • What does risk management look like for charities?
  • What does the board need to do to comply with the risk reporting regulations in the trustees’ annual report?
  • What are some of the common risks for UK registered charities today?
  • What examples of best practice risk management strategies exist in practice?

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Quorum Training - A Wilmington Company

5th Floor, 10 Whitechapel High Street
E1 8QS London

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