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Masterclasses: Understanding Board Papers - mini-masterclass
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Date Wednesday, 29 April 2020
Time 29 Apr 17:00 - 29 Apr 19:00
Venue Sayer Vincent, Invicta House, 108-114 Golden Lane, London Greater London EC1Y 0TL, United Kingdom
Pricing Basic Member
£ 150 Basic Member
Full Member
£ 120 Full Member
Corporate Member
£ 120 Corporate Member
Global Member
£ 120 Global Member
Champion
£ 120 Champion
Guests Allowed
Register by Wednesday, 29 April 2020

Do you feel daunted by accounts and audit? Are you in the dark about what to expect from a typical board pack? In this mini-Masterclass  we will share with you a selection of some real board papers to build your confidence in understanding a board pack.

Women on Boards operates on the policy that there is no such thing as a stupid question only a stupid answer and therefore feel free to ask any questions you like.  If you attend this event it is our intention to leave you better equipped to hold your own as a non-executive director or trustee.

Board papers are one of the first things you will need to get your head around as a new non-executive. Our mini-Masterclass will give you a head start as a first-time or prospective board member. It will share the trustee, executive and auditor’s perspective on the various elements of paperwork you will need to understand to contribute effectively at board meetings.

During the evening the group will be shown a selection of Fight for Sight’s typical board papers. Fight for Sight is a grant giving eye research charity (medical). This mini-masterclass is suitable for those who are considering, or undertaking, their first board role and or those who are on a charity board already but feel they need more guidance when looking at charity accounts and board packs.
This mini-masterclass will also be highly relevant to anyone who is new to the boardroom in another sector.

 This event is limited to just 12 participants, our presenters will cover:
 

  • Gail Emerson, Women on Boards and experienced charity Chair of Trustees will talk you through reading the board pack as a trustee;
  • Joanna Pittman, Fight for Sight’s auditor at Sayer Vincent, will walk you through the audit process and purpose of the Auditor’s Report, as well as how to read charity accounts.
Topics covered will include:
  • Understanding the board agenda and minutes
  • Receiving the auditors report
  • Reviewing and approving the accounts
  • Reviewing key board papers

 
Tea and biscuits will be provided.

Masterclass starts promptly at 5.00pm and ends at 7pm. 
 
More about our presenters:

Gail Emerson, Content and Marketing Manager, Women on Boards

Gail spent six years as a trustee then Chair of Trustees at Lambeth Rathbone Society, an innovative charity supporting people with learning disabilities and young people. 

She is Content and Marketing Manager at Women on Boards. Gail has a background in the not-for-profit sector, most recently at Citizens Advice, and supporting start-up and scale-up companies. 


Joanna Pittman, Partner at Sayer Vincent 

Joanna is an Audit Partner at Sayer Vincent with a portfolio of charities and social enterprises. Her role is to be a key contact for clients and ensure the firms Audit work is of a high quality and adds value. She has a particular responsibility for technical and compliance and is a VAT tax specialist. She is the Partner in Charge of Fight for Sight’s Audit.  Outside work, Joanna is a trustee of Farleigh Hospice in Chelmsford, where she chairs the Financial Governance committee. 



 

With thanks to our host Sayer Vincent