Page 1 - Trustee Breakfast Club

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We are fortunate that Jen Richardson of Ward Goodman, the leading provider of accountancy and financial services based in Dorset, has offered to run an interactive session on accounts and finances at our December Trustee Breakfast Club. Jen has offered to cover your "top 5" questions in this area as a starting point and then answer questions from the floor. It's an exciting opportunity to pick the brains of Jen who is an experienced charity auditor and independent examiner and a charity specialist.

Please can you therefore answer the questions below, so that we can tell Jen what the main concerns for you as Trustees are. To book on this event, please go to https://www.eventbrite.co.uk/e/dca-trustee-breakfast-club-tickets-171815724457

Do you want to know about a Trustee Board's financial responsibilities? If so, what would you like to know more about?

Do you have any questions in the area of what you as a Trustee Board need to do to produce accounts? If so, what would you like to know more about?

Do you have questions about making financial submissions to the Charity Commission or Companies House? If so, what would you like to know more about?

Do you have questions about choosing an auditor or working with finance professionals? If so, what would you like to know more about?

Do you have a question about dealing with the tax office (HMRC), employer's submissions or VAT? If so, what would you like to know more about?

As a Trustee, what is it that you worry about most in respect of the financial management of the organisation?

Is there anything else you would like to know more about? You will have a chance to ask further questions at the session.

Thank you for filling in these questions. We hope to welcome you to the session on 8th December. If you have any other thoughts or want further information, please email caro.hart@doresetcommunityaction.org.uk.