Finance Essentials for Trustees

05 June 2014

Sound financial management is key to the success of any charity - and something that is the responsibility of all of the trustees, not just those on the finance committee!

Gordon Reid and Helen Harvie from our Charities Team will be joined for this seminar by Helen Elliott from specialist charity accountancy firm Sayer Vincent, and Louise Hall from Investec Wealth & Investment. Between them they will cover:

  • Key issues in charity accounting.
  • Key principles of investment management and how to develop a workable investment policy.
  • The dull but necessary legal aspects, including compliance and reporting.

You are welcome to submit questions prior to the seminar. Please email them to

Date: 5 June 2014
Time: 4:00pm - 6:00pm, followed by drinks and canapes
Venue: G Live, London Road, Guildford GU21 2AA
Organiser: Debbie Leeland

01483 464218