Target Audience
CEOs, Finance Managers and Board Members of Charities.
Outline
- Overview of Charities (Amendment) Act 2024
- Introduction to Charities SORP 2026
- Overview of FRS 102 Charities SORP and reporting framework
- Structure and content of Trustees’ Annual Report and Accounts
- Fund accounting and types of charity funds
- Income and expenditure recognition (including grants and donations)
- Reserves policy and financial governance expectations
- Preparing for transition to the new SORP in 2026
Methodology
Delivered virtually via Zoom.
Target Audience
Managers and staff of charities and not-for-profits.
Outline
This training course is designed to engage non-technical management and staff of charities and non-profits, helping them understand the importance of Business Continuity Planning (BCP) with IT Disaster Recovery (ITDRP). These are also referred to as Business Resilience Planning in other sectors.
This planning is essential in safeguarding organisations from wide ranging, catastrophic events which would have a significant impact on the continuing operation of charities and non-profits. The topics are presented in a practical and accessible manner so the attendees would have the ability to put in place the requisite plans to handle a crisis event, cyber security related or otherwise.
1) Introduction
a) What is Business Continuity Planning?
b) The elements of continuity planning:
-
- Business Impact Analysis (BIA)
- Business Continuity Plan (BCP)
- IT Disaster Recovery Plan (ITDRP)
c) Why are these important for charities?
d) Common risks for charities
e) The benefits of having business continuity and IT disaster recovery plans
2) Planning for Continuity
a) Identifying your organisation’s critical functions
b) Analysing the risks to these critical functions using an BIA
c) Developing business continuity and IT disaster recovery plans from the BIA
d) Best practices for testing your plans
3) Responding to Crises
a) Activating your business continuity and IT disaster recovery plans
b) Managing the crisis
c) Communicating with stakeholders during a crisis
d) Recovering from the crisis
Methodology
Delivered virtually via Google Meet. It will be an interactive workshop, including a breakout room for participants to see how they would assess their own risks and then plan for that scenario. A copy of the slides will be provided as well as a link to download templates for Business Impact Analysis (BIA), Business Continuity Plan (BCP) and IT Disaster Recovery Plan (ITDRP).
Target Audience
Trustees, Chairs, CEOs, and those responsible for governance in their Charity.
Outline
The Charities Governance Code explains the minimum standards you should meet to effectively manage and control your charity. This workshop will walk you through the requirements of the code including actions and evidence needed to demonstrate compliance.
Methodology
Delivered virtually via Zoom.
Target Audience
Individuals or organisations interested/involved in setting up and running a small non-profit organisation, or supporting others doing the same.
Outline
This online course will be delivered over 2 weekly Zoom sessions as per the details below. For privacy reasons, these sessions will not be recorded, so please make sure to attend both sessions if possible.
Module 1: (Tues 30 June, 10am – 1pm)
Establishment of a Group
- Setting up a community group
- Deciding on the Legal Structure
- Writing Your Constitution
- Recruiting Volunteers
Running of the Group
- Committee Roles
- Running a Meeting
- Agendas/Minutes
Module 2: (Tues 7 July, 10am – 1pm)
Making Decisions
- Conflict of Interest
- Code of Conduct
- Communication with members of group
Legal Duties
- Regulatory Responsibilities
- Charity/Tax & Bank Accounts
- Succession Planning
Methodology
Delivered virtually via Zoom.
Target Audience
Anyone wishing to pick up some productivity tips in the use of MS Word, Excel, PowerPoint, Outlook and OneNote. Prior knowledge of Microsoft Office/Microsoft 365 is essential.
Prerequisite
The training will be in the New version of Outlook, as the Classic version will have no support from April 2026.
Outline
In this course you will learn productivity tips from the following Microsoft programs:
Outlook
- Cleaning up your inbox
- Scheduling emails in advance
- Creating simple rules
- Using email templates
Word
- Working with styles
- Contents pages
- Cover pages
- Watermarks
Excel
- Cleaning data
- Separating text from within a cell
- Locking cells
- Displaying data visually
PowerPoint
- Using slides from another presentation
- Changing fonts throughout the entire presentation
- Working with images and shapes
- Using the presenter view
Methodology
Delivered via Microsoft Teams. This session will be recorded and the recording will be circulated to participants on completion.
Target Audience
Company Secretaries or anyone thinking of becoming a Company Secretary.
Outline
Learn about the practical and legal responsibilities and liabilities of the Company Secretary of a Company Limited by Guarantee (CLG).
Topics covered during this workshop include:
- The Companies Act 2014 – implications for new and existing CLG
- The governing instrument – company constitution
- Legal duties of a Company Secretary
- Administrative duties assigned by the Board to a Company Secretary
- Appointing a Company Secretary
- Administrative obligations of a company to the CRO
- Compiling documentation for board meetings and AGM
- Role of Company Secretary as a trusted Board advisor
Methodology
Delivered virtually via Zoom.