Quilter Cheviot Charity Roundtable - Reserves

Quilter Cheviot is delighted to invite you to attend a charity roundtable discussion on:

Reserves and the need for a reserves policy

As the regulator of charities in England and Wales, the commission expects trustees to decide, publish, implement and monitor their charity’s reserves policy so that they can comply with their legal duties. In this session we will cover:

• what is meant by the term ‘reserves’
• the importance of a reserves policy

Agenda

• 12:00pm Welcome
• 12:15pm Discussion and lunch
• 2:30pm Finish

Event details

• Date: 26 April 2019
• Location: Quilter Cheviot, 5 St Paul’s Square, Liverpool, L3 9SJ

Speaker

Emma Willder, FCMA CGMA, CIS (Affiliated), Director, Beyond Profit Ltd

To encourage lively debate and discussions around case studies, we limit the numbers to no more than 20 people, therefore places will be allocated on first come, first served basis.

To register for the event, get in touch with Lynn Pates, at either:

Email: lynn.pates@quiltercheviot.com

Phone: 0151 243 2160

Please let Lynn know of any dietary requirements upon booking.