Course 1 : Charity law, practice and governance update

Format : Full day course     |     Duration : 9.30am-4pm     |    Buffet lunch provided

Who is this course designed for ?

This is an all embracing course that will be useful for:

• Charity trustees and managers
• Accountants (and their staff) who carry out Independent Examinations or audits of Charities
• Advisors who advise charities on governance matters
• Community accountants

The course complements the course offered in the second round of courses on Charity accounts update, and practical matters relating to charities, and it might be of advantage to attend both courses, or for some staff to attend one, and others to attend the other. Both courses can be booked at a discount of 10% using the form on the right of this page.

What are the subjects to be covered in the first round of courses?

• What should be in the trustees’ annual report and how should it be prepared?
• Public benefit statements
• Recent changes in charity law – implementation of the Charities Act – what to look out for
• IXBRL for charities – HMRC concessions.
• Changes in Independent Examination
• CIOs – the benefits and opportunities, and conversion procedures
• The changing role of the Charity Commission
• Pension issues for charities
• Health and Safety issues for charities (Presented by the leading experts, Pensinsula)
• The Bribery Act as it affects charities
• Changes to Gift Aid
• The new ‘Fit and proper’ tests for new trustees
• State Aid and contracting with public authorities

The course will also look briefly in summary at issues that will be looked at in much more depth in the second round of courses – all this section of the day will do is provide pointers to what trustees and advisors may want to look at in greater detail-

• Income tax and VAT as it affects charities – pitfalls, opportunities and benefits
• Permitted and none permitted trading – how tax exemptions can be lost – and how to take action to make non permitted trading lawful
• Employment issues for charities (presented by the leading experts Pensinsula)

Course dates / locations

14/03/11 Leeds Moortown Baptist Church, 204 King Lane, Leeds. LS17 6AA                 
16/03/11 Birmingham Dame Elizabeth Hall, Firbank Close, Birmingham, West Midlands. B30 1UA
17/03/11 Peterborough The Christie Hall, Elton Road, Wansford, Cambs. PE8 6JS.