Target Audience
Anyone seeking hands-on training and practical tips for integrating Copilot Chat with Microsoft 365 apps, an essential resource for anyone looking to optimise their workflows and stay ahead with Microsoft’s latest AI tool. Copilot Chat is free with a Microsoft Business 365 subscription, i.e. an Outlook, Word, Excel and PowerPoint annual subscription, but not a home or family subscription. The session does not include training on the paid Copilot licence for Copilot within Outlook, Word, Excel and PowerPoint.
Outline
This course provides hands-on training with Copilot Chat, demonstrating its core capabilities such as information retrieval, document drafting, and project management support. Participants will learn how to:
- Create drafts for documents like policies, procedures and guidelines
- Create outlines for PowerPoint presentations
- Create images in different styles and sizes for social media and PowerPoint presentations
- Create summaries and action items from the transcript of a Teams meeting
- Use ready made Microsoft Agents to help you work smarter with Copilot
Methodology
Delivered virtually via Microsoft Teams. This session will be recorded and the recording will be circulated to participants on completion.
Target Audience
For everyone dedicated to an Irish charity – whether you are a valued staff member, a manager, a CEO, or a voluntary charity trustee – a clear understanding of Protected Disclosures is fundamental. It underpins good governance, builds public trust, and ensures full compliance with vital whistleblower legislation.
Join us for this essential online introduction, providing clear insights into Protected Disclosures within the unique context of Irish charities.
Outline
- The Protected Disclosures Act 2014 (as amended): Grasp its direct relevance and applicability to your role and your charity’s operations.
- Key Definitions: Clearly identify what constitutes “relevant wrongdoing” and who is considered a “worker” under the Act.
- Disclosure Channels: Learn about the proper procedures for making and receiving disclosures, both internally and externally.
- Whistleblower Protections: Understand the crucial safeguards in place for individuals who speak up.
- Charity Obligations: Discover the fundamental responsibilities of charities in developing effective policies, establishing reporting channels, and supporting those who make disclosures.
- Best Practices: Explore strategies to cultivate a robust “speak up” culture that benefits your entire organisation.
Methodology
Delivered virtually via Zoom.
Target Audience
All people working in the non-profit sector.
Outline
How do you move from launching your strategic plan to ensuring effective implementation? This workshop will bring a mix of theory, best practice and practical steps on how to implement. You don’t have to have a shiny strategic plan to attend – this workshop will support people interested in how to turn words into positive outcomes.
This workshop will break down the steps to implement your organisation’s strategic plan effectively. Participants will be given best practice examples to illustrate how each implementation step can be approached. Participants can, if they wish, bring their Strategic Plan with them to use for group work.
This workshop introduces essential internal planning and reporting framework that will help align your work and your organisation’s work with its strategic goals. Applicable to all levels in an organisation i.e., anyone who is passionate about maximising their productivity and focusing their work will have something to gain by coming along.
Methodology
In person, Carmichael Centre, Dublin 7.
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
Board Members, Directors, Trustees and Managers and anyone else involved in the preparation of Annual Reports.
Outline
The aim of this session is to understand the preparation of the Annual Report from the perspective of the Board Members, Directors, Trustees and staff.
This course covers the basics of what a good Annual Report should include and focuses on how to use the annual report as a way of showing the public, your members and funders how good your organisation is. This course is aimed at smaller organisations, particularly those with income of less than €100,000.
Methodology
Delivered virtually via Zoom.
Target Audience
For small and medium sized non-profit organisations, community, voluntary, charitable & social enterprise registered in the Republic of Ireland. Board members and managers: people with responsibility for human resources.
Aim
To assist participants in being able to deal with situations that may cause anxiety, discomfort or stress.
Outline
Difficult situations are inevitable, and can occur without warning, or, in some organisations, regularly. Having a strategy prepared which helps us to respond rather than react will help both parties achieve a satisfactory (win-win) outcome. The session will be highly interactive, with group work and pairs exercises designed to enable participants maximise their learning.
Duration 10am – 4.00pm
Methodology
In-person, Carmichael Centre, Dublin 7.
Target Audience
Those who are responsible for keeping the financial books and records of the organisation.
Outline
Ensuring accurate financial record-keeping is a fundamental part of any organisation. This course will seek to explain the accounting cycle and the role of bookkeeping within that cycle including a discussion on the key books and records your organisation needs to keep to ensure it is fully recording its financial transactions.
Methodology
In-person training, in Carmichael Centre, Dublin 7.
Target Audience
Board Members, HR Subcommittee, CEO, Deputy CEO and Senior Management.
Outline
This single, focused workshop is designed to help the Board and senior management initiate a structured and professional approach to leadership succession. It will create shared understanding, assess current vulnerabilities, and outline clear next steps to ensure smooth leadership transition and organisational continuity. The objectives of this workshop are:
- Establish the strategic and leadership context for transition.
- Identify organisational risks and opportunities linked to leadership change.
- Explore resource-based scenarios (reduced, steady, expanded).
- Clarify leadership roles and responsibilities for key senior positions.
- Agree next steps for documentation, mentoring, and communication.
Methodology
Delivered virtually via Zoom.
Target Audience
Team-leaders/supervisors, Managers, CEOs, Department/Function Managers.
Outline
The day will introduce participants to the stages of team development, the role(s) that team members play (participants will complete a team roles inventory), & discuss how to maximise each team-member’s strengths.
Methodology
In-person, Carmichael Centre, Dublin 7.
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.




