A Health Check for your Charity

February 28 2019

Event time:
16:30

Location:
Tamburlaine Hotel

PEM, Taylor Vinters and FRP Advisory are jointly presenting a talk on how to assess and improve the organisational health of your charity or not for profit organisation. We will offer practical guidance on how to achieve best practice, in line with the Charity Commission’s new regulatory expectations.

The talk will address:

  1. How do you assess the organisational health of your charity?
  2. What are the key financial, operational, legal and governance issues that you need to consider?
  3. How do you set an appropriate reserve policy balancing the need to ensure resiliency but not unduly hampering your impact?
  4. What should you do if something goes wrong? How to mitigate risks and when to make a serious incident report to the Charity Commission.

Target Audience

This event will be of interest to Chairs of Trustees, Chief Executives, Finance Directors, Finance Committee members and funders.

Speakers

Jayne Rowe, Partner, PEM

Jayne is a charity and not for profit Partner at PEM with over 15 years’ experience in the not for profit sector acting as accountant, auditor and advisor to a wide range of charity clients. Prior to joining PEM in May 2018, she was a senior member of the Deloitte National Charity and not for profit group, working with some of the country’s largest and highest profile Charities. Jayne regularly advises Charities and not for profit organisations on their reserves policy, ensuring that in these challenging times that an appropriate policy is adopted to balance financial resilience with impact and transparency in the Trustees annual report.

Chris Willis Pickup, Partner, Taylor Vinters

Chris is a pragmatic, commercial lawyer with detailed knowledge of charities and charity law, and broad experience of regulated sectors more generally. Before joining Taylor Vinters in March 2018, he was a senior lawyer at the Charity Commission and a member of its leadership team, working on the most complex and high risk issues in the charity sector, and developing the regulator’s current approach to governance and best practice. Chris leads Taylor Vinters’ Charities and Social Ventures team, which is building a new model of legal services for innovative charities and social ventures.

Phil Reynolds, Partner, FRP Advisory

Phil Reynolds is a Partner with FRP Advisory LLP with over 20 years of restructuring experience with a particular interest in the charity and not for profit sector. Phil is regularly engaged by both lenders and investors to assess the viability of a business and to assist with its restructure. Phil will run through the key issues he looks at when reviewing a business and will focus on the particular issues and challenges faced by the charity and not for profit sector.

Event details

Date: Thursday 28 February 2019

Time: 4.30pm – 6.30pm, followed by drinks

Location: Tamburlaine Hotel, 27-29 Station Road, Cambridge CB1 2FB

 

                                      

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