News & Events

Target Audience

Anyone who is or thinking about becoming a treasurer. Anyone who wants to know what the duties of a treasurer are and qualities to look for.

Outline

The Treasurer has an important role in an organisation. An effective treasurer contributes to a successful organisation and is essential to Community, Voluntary or Charitable Organisations fulfilling their responsibility to manage their money and other resources properly. This workshop is for anyone who is a Treasurer or may be thinking of taking up office as a Treasurer and anyone looking to appoint or recruit a treasurer.

Topics Covered

The main areas covered will be:

  • Main responsibilities and duties of a treasurer
  • Characteristics of a good treasurer
  • Useful skills for a treasurer
  • Tips for being an effective treasurer
  • Pit falls to avoid
  • Basic rules of dealing with money
  • How the Treasurer fits into the management committee or Board
  • Accountability

The workshop will include discussions and practical examples of how to carry out the duties of a treasurer and good practice.

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

Target Audience

Chairpersons of non-profit organisations or anyone thinking of becoming a Chairperson.

Outline

The workshop will examine the role and responsibilities of the Chairperson of a non-profit organisation.

Topics covered during this workshop include:

The role of the Chairperson in relation to the governance and leadership of the organisation

  • Boundaries and critical relationships
  • Developing a culture of transparency, accountability and integrity
  • Managing board meetings effectively
  • Ensuring suitable board renewal takes place
  • Compliance and regulatory requirements of boards

Target Audience

Anyone needing to better understand the legal responsibilities of directors of a company limited by guarantee (CLG) and other aspects of the Companies Act 2014.

Outline

This 1 hour seminar will give an overview of the role of company members, legal duties of directors and company secretaries, and other obligations under the Companies Act 2014.

Target Audience

Managers and Senior Managers in the Non-Profit Sector.

Outline

How well does your organisation relate its day-to-day activities to its strategic objectives? Your operational plan is the link between the two. It maps out the incremental steps that you must take to reach your larger goals. It provides direction to your staff, and reassurance to your Board. This workshop introduces a basic internal planning and reporting framework that will help align your organisation’s operations with its strategic goals.

This workshop provides Board Members and Staff working in community, voluntary and charitable organisations with a step-by-step approach to recruiting new Board and Committee Members. As one of the most common challenges in not-profit organisations today, this is an essential workshop for new and established organisations alike.

Target Audience

Public Affairs and Political Communication is designed for staff and volunteers who are responsible for advocacy, policy and communications in their organisation. It is particularly suited to those working in smaller organisations who may not have a dedicated advocacy team or for those with little experience of engaging with public representatives and decision makers.

Outline

This training session aims to help organisations to build or enhance their public affairs outputs and build relationships with decision makers. The training typically requires a half-day session and includes practical exercises and hands-on support on enhancing your organisation’s public affairs outputs. To ensure the training is as interactive and participatory as possible, we recommend a maximum of 10 trainees for this training module.

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. If your organisation has already started or completed the Governance Code for Community, Voluntary and Charitable organisations, it will help you to use the evidence you already have to comply with the new Charities Governance Code.

Target Audience

You should be comfortable with the Excel basics and/or be using Excel regularly including formulas/functions/sort and filtering/charts.

Outline

This course is for those people who have may have completed an Excel basic course and/or are comfortable with Excel basics. It is for people who want to learn more about vlookups/pivot tables and charts /conditional formatting/macros and the more advanced functionality of Excel including Power Query used for rapid data cleaning.

(Lunch of soup and sandwiches will be provided on the day.)

Target Audience

Middle and Senior Managers, Board Members.

Outline

Prolific business thinker Michael Porter once wrote that the essence of strategy is choosing what not to do. A good strategy is clear and succinct, with a well defined scope. It boldly sets out your ambitions, but is also focused on what is most important for achieving your mission, and it is embedded in reality.

This Strategic Planning workshop will guide you through a process of reflection, critical thinking, creativity and prediction. Step-by-step, you will learn what a strategic planning process involves, what tools and techniques can help you along the way, what the end result should look like, and how to get everyone on board.

(Lunch of soup and sandwiches provided at 1pm.)