Reserves – What are they good for? (Part of Governance Month)

Reserves – What are they good for? (Part of Governance Month) - 21/11/2023 12:00pm

Time: 12:00pm - 1:00pm

Venue: Online or at Maple Centre, Huntingdon

A presentaton from Ben Jowitt from Charity Aid Foundation who will reflect on what you need to know and how to write a reserves policy.  This will be recorded and uploaded on our on-demand platform but only those attending will be able to ask Ben questions.

What will be covered?

  • Dividing reserves between short, medium and long-term requirements
  • What to consider when choosing a deposit account for your reserves
  • Are you willing to take a risk in return for the potential of greater returns on your reserves?
  • CC14 and how to write an investment policy for your charity.

Who is this for?

  • Those on committees, management groups or trustee boards
  • Treasurers
  • Senior leadership team – CEO, Deputy CEO, Operational Managers, Strategic officers
  • Those thinking of sitting on a committee/board.
  • Those interested in the subject matter.

Ben Jowitt – Relationship Director at CAF

Ben has been providing support to a wide range of charities and not-for-profit organisations with CAF Bank since 2015. He has over 10 years’ experience working exclusively with charities, and previously worked in retail and commercial banking for 25 years. Before joining us, he worked for a firm that designed and implemented the application and monitoring processes for grant-making organisations.

Ben has helped clients do more with their funds – by maximising the return they receive on cash surpluses and increasing income by looking at different methods of fundraising. He loves the steps involved with this; the process of meeting such a wide variety of people, all highly motivated to do the very best for their charity.

 

This event is part of Governance Month 2023

In Governance Month this year, Support Cambridgeshire is dedicated to championing effective not-for-profit management. Throughout this month-long initiative, we host events and workshops that emphasise the significance of Trusteeship, policy development, and strategic vision within non-profit organisations. Additionally, we’re excited to highlight outstanding events conducted by other specialised organisations in these areas. It’s a collaborative effort to empower and uplift the non-profit sector! All events are free to attend.

 

To read more about this event and others taking place during Governance Month, Click Here