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Trustee Reports

The last 12 months have been rather interesting in respect of assisting our clients in preparing their statutory accounts. In particular Trustee Reports have become a topic of conversation at the audit planning stage, if not throughout, our involvement. If you look at charity accounts on the Charity Commission website you will see that for most charities they… Read More

Charity Commission Auto-Disqualification Rules – Are you ready?

Effective date: 1 August 2018 Impact: Affects Trustees and Senior Management (previously Trustees only) and extends the reasons a post holder can be disqualified from holding that post. Full Guidance: Click here The key changes to the auto-disqualification rules are: To extend the categories of persons affected to now include both Trustees and Senior Managers… Read More

Pride in the Workplace

June sees month-long pride celebrations taking place worldwide. The HR Dept sponsored Coventry Pride this year which was a huge success. The colourful and vibrant festivities throughout pride month are led by LGBTQ communities. They encourage the celebration and acceptance of all sexual identities, especially those that may have been subject to prejudice or discrimination… Read More

Skills Audit for your Volunteer Board

Has your Board of Governors or Trustees had a skills audit recently? Are your Board fit for purpose? Are they providing the oversight necessary for effective governance? Unlike a commercial business recruitment to membership of Boards of Governors or Trustees is often rather haphazard. Volunteer Boards are made up, unsurprisingly, of volunteers – their role… Read More

Business valuations – 5 reasons you might need one

To prepare for sale/purchase negotiations Having a firm idea of how much a business is worth in advance of commencement of negotiations can give you a strong hand in ensuring you obtain the deal you are looking for. Business owners sometimes have an unrealistic view of how much their business is worth, so it can… Read More

Growth Spurt June 2018: unlocking value

In this series of snippets we distil our regular Growth Academy half-day workshops down into their essential elements and learning points. A strategic prompt for the Academy members who were there, and a taster of what you missed if you weren’t… Date: 12 June 2018 Key focus: Unlocking the value in your business and team… Read More

Cyber Theft Protection

Online crime, particularly theft, is a growing area of concern for businesses and individuals in this ever-increasing world of dependency on the internet. Whilst financial institutions continue to deploy huge resources to keep their systems and customers safe from criminal networks there will always be opportunities that present themselves to fraudsters. The poorly managed IT… Read More

Succession planning for the Chair of Trustees and Governors

The Chair of the Board be it Directors, Governors or Trustees is often the visionary and strategic thinker.  It is they that drive the 3, 5, or 10 year plan and who are closely involved in monitoring its implementation and success. Commercial businesses normally have a plan in place for the retirement or resignation of… Read More

Adding value to your customers using the “product surround”

In a constantly changing environment many businesses are looking fundamentally at their business model and marketing strategy in order to increase sales and profitability. You need to be customer responsive and adapt to changing market needs. At a recent UK workshop of Mindshop, the international business growth network, strategic experts were focusing on the importance… Read More

3 ways to beat the odds implementing business change

Each year the pressure grows on all areas of a business including its people, cash-flow, leadership, innovation, business models, technologies and ability to implement strategies successfully. This pressure can lead to issues arising across the business that ultimately impact its overall growth and profit potential. Standing back from all the specific issues stemming from this… Read More

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