MHA Larking Gowen invites Charity trustees to seminar

MHA Larking Gowen will host a joint ‘Making the best decisions’ seminar with Clapham Collinge and Lucas Fettes on Thursday, 12th September.  The seminar is aimed at those working in senior positions within the charitable sector.

The advice and information offered during the seminar will be practical, with an opportunity for shared learning with other delegates during an informal networking session.

What will be covered? 

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

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 attend networking drinks
6:30pm – Seminar closes

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.

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.

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.

To reserve your place at this event follow the link to book.

MHA Larking Gowen are also hosting this event in Norfolk on 10th September 2019 –Norwich Puppet Theatre, St James, Whitefriars, Norwich NR3 1TN.  Follow the link to book.