Charity Seminar: Making the best decisions - Suffolk

Charity Seminar: Making the best decisions - Suffolk

Thursday, 12 September 2019

Who should attend?

Charity trustees and senior management

When and where?

12 September 2019 – Quay Place, Key Street, Ipswich, Suffolk IP4 1BZ

Agenda

4:00pm – registration and networking, light refreshments available
4:30pm – presentations commence
6:00pm – presentations finish, guests are invited to join us for networking drinks 6:30pm – seminar closes

Topics:

  • Board decision making – your responsibilities – when you need advice – when things go wrong
  • Trustee responsibilities when investing charitable assets and the impact of MiFID II, including suitability and reporting
  • Using and challenging financial information

The speakers

Giles Kerkham, Director, MHA Larking Gowen
Giles is Charities and Education Director at MHA Larking Gowen, leading audits and independent exams for charities across East Anglia. He has specialised in advising charities and delivering trustee training for all his professional career. He has a passion for the charity sector, being a charity trustee and FE college audit governor. His professional memberships include the ICAEW Voluntary Sector Specialist Interest Group, Audit Faculty and Financial Reporting Faculty.

Kerry Holmes, Financial Planning Divisional Director, Lucas Fettes Financial Planning
Kerry is Divisional Director and Independent Financial Planner at Lucas Fettes Financial Planning and has been advising clients for over 20 years, primarily dealing with private clients and trustees. Taking the time to fully understand their goals and objectives, she provides unbiased, independent advice supported by financial plans tailored to suit the client’s needs.

Neale Grearson, Partner and Head of Charities Department, Clapham & Collinge
Neale is a Partner and Head of the Charities Department at Clapham & Collinge. This multi discipline team includes commercial property and employment experts providing a specialist service to charities of all sizes. Neale’s background and involvement with charities means he has a perfect
knowledge of what charities need (especially from solicitors!) and he draws on that experience to ensure that the Charities Department delivers a high quality package of legal services to charities. Neale has been involved in various local charities including being a Trustee for a number of them.

We are also hosting this event in Norfolk on Tuesday 10 September. Click here to book onto the Norfok event. 

Click here to book now

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