Charities working for a better future

19th September 2018

Derby Office Icon

A Chrystal ball is held into a distant sunrise

At : All Nations Centre, Sachville Avenue, Cardiff CF14 3NY (location)
On : Wednesday 19th September 2018 at 09:30 - 16:00
Cost : 1st Delegate £75.00 (inc VAT) , Additional Delegates £50.00 (inc VAT)
Contact : Michele Jellings on 029 2038 6537


We are delighted to announce that the Geldards Charity Team, in partnership with Brewin Dolphin and MHA Broomfield Alexander, will be hosting their 2nd All-Wales Charity Governance, Law and Finance Conference on Wednesday 19th September 2018 at the All Nations Centre, Cardiff.

Chaired by Peter Davies CBE, chair of the WCVA, our 2018 Conference "Charities working for a better future" is aimed at Charity Trustees, Chief Executives and Finance Directors and will provide a wide variety of informative sessions, all offering practical advice and guidance from a range of experts to help you stay on the right track.

We are pleased this year to welcome guest speakers Auriol Miller, Director at the Institute of Welsh Affairs along with representatives from The Charity Commission.

BOOK NOW 

By completing the booking form you are authorising Geldards to hold your personal data to be processed according to DPA 1998 and Geldards’ data protection policy and guidelines. The data collected will be held by Geldards, Brewin Dolphin and MHA Broomfield Alexander for the purposes of administration and informing you of future events and publication, which might be of interest to you. We will ask you to confirm the details each time we contact you. Should you wish to opt out at any time please contact marketing@geldards.com


Speaker Topics:

As well as the following sessions, you will have the opportunity to attend a selection of lunchtime briefings with the team, details of which will be advertised closer to the date. 

Trustee Recruitment:   
Successfully recruiting and on boarding Trustees, empowering them to make a real difference to the future of your charity. Whilst there may not be a shortage of people willing to be a Trustee, there does seem to be a shortage of the right people with the right skills to ensure the successful future of your organisation. This session starts by looking at the recruitment process, starting at the identification of need whilst considering the future needs the organisation may have and working through ideas to help you find the right individual for your organisation. But then what… you’ve recruited a new trustee but what can you do to ensure they hit the ground running and make a positive difference to your organisation from day one. This part of the session will look at the documents a new trustee should have access to, induction packs and ideas to help both the charity and the Trustee get the most out of the relationship.

Sarah Case,  MHA Broomfield Alexander

Charity conversions: when, why and how:
This session will focus on the typical legal structures available for charities and the circumstances in which you may wish to consider converting to an alternative structure. We will also discuss the practical steps involved in converting to another structure and the recent implementation of the Charitable Incorporated Organisations (Conversion) Regulations 2017.

Giselle Davies & Bethan Walsh,  Geldards LLP

Charity Investment – What matters most to Trustees?
Brewin Dolphin has recently published charity market research looking at the key issues which affect the financial investment strategy of charities. This session will review the conclusions of the report and provide an insight into the key areas such at risk, inflation, anticipated returns etc.

Ruth Murphy & Paul Mathias,  Brewin Dolphin

Should you have any queries please contact Michele Jellings

 


FROM THE ADVICE CENTRE

News

Geldards answer the call for new Welsh Sports Association helpline
05/08/2016
Geldards are thrilled to be collaborating with the Welsh Sports Association (WSA) on a new helpline service for its members, following a competitive tender exercise.
more...

Events

Charities working for a better future
05/09/2017
19th September 2018 - Cardiff
We are delighted to announce that the Geldards Charity Team, in partnership with Brewin Dolphin and MHA Broomfield Alexander, will be hosting their 2nd All-Wales Charity Governance, Law and Finance Conference
more...

Blogs

Museums and galleries tax relief consultation
15/09/2016
HM Treasury published a consultation document on a proposed new tax relief for museums and galleries from April 2017 for the qualifying costs of temporary and touring exhibitions.
more...

Publications

Third Sector Structures
11/04/2016
Deciding on the best structure for your business can a challenging task. Download our publication which outlines the wide variety of options available to your business, including the pros and cons of each.
more...

PARTNER

Giselle Davies

GISELLE DAVIES

Partner, Cardiff

+44 (0)29 2039 1797
email
more...

ASSOCIATE

Bethan Walsh

BETHAN WALSH

Associate, Cardiff

+44 (0)29 2039 1832
email
more...

SENIOR ASSOCIATE

Harriet Morgan

HARRIET MORGAN

Senior Associate, Cardiff

+44 (0)29 2039 1781
email
more...