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The Role of the Charity Secretary

A one-day introduction to the role and responsibilities of a charity secretary

Duration: Full day        CPD: 6 hours

About

This one-day course offers an introduction to the role and responsibilities of the charity secretary and is ideal for anyone who is new to or looking to step up into the role, or is otherwise managing the charity’s compliance work. It examines charity regulations and the key pieces of law which help to shape the secretarial function, the importance of charity constitutions and other forms of legal documentation, and the secretary’s many and varied obligations – to trustees, to regulators, and to beneficiaries. 

Who is this course for?
Anyone who is new to or looking to step into the role of charity secretary, or is otherwise managing the charity’s compliance work

Course highlights

  • The legal framework
  • The charity constitution
  • The secretary
  • Charity regulation and compliance
  • Trustees
  • Meetings and decision making

 What will you get out of it?

  • An opportunity to explore the role and responsibilities of the charity secretary, and the legislative and regulatory framework which underpin the role
  • Insight into the secretary’s relationships with, and duties towards, key colleagues and stakeholders – particularly to trustees, regulators and beneficiaries
  • The skills and confidence to undertake the core compliance duties of the charity secretary even if stepping into the role for the first time
  • A concise overview of the legal framework in the form of the Charities Act 2006, the Companies Act 2006 and the legal requirements regarding public benefit.
  • Six months’ free affiliate membership of ICSA on attending this course. This gives you opportunities to extend your learning through regular briefings and the knowledge base, benefit from exclusive discounts on further training and publications and extend your network. Discover more.

To find out more, call 020 7612 7034 or contact us

Programme

09.00 Registration & tea/coffee
09.30 Charities
  • What is a charity; charitable purposes and public benefit
  • Charities Act 2006
  • Different legal forms
  • Different roles in a charity; beneficiaries; members; trustees and staff
  • Subsidiaries and branches
The charity constitution
  • What is it, and what does it contain?
  • Importance of complying with the constitution
  • Amending the constitution
11.00 Tea/coffee
11.15 The secretary
  • Understanding and approaching the role
  • Annual timetable
  • Ongoing work and reviews
  • Reporting lines
The legal framework
  • Understanding the legal framework
  • Oversight of obligations
  • Land and property
  • Contracts
  • Seals
12.45 Lunch
13.30 Charity regulation and compliance
  • The Charity Commission – role and powers
  • Charities that operate in Scotland and Northern Ireland
  • Other regulators (e.g. Companies House)
  • Annual returns, reporting and accounts, and event driven filing
  • Records, registers and document retention
  • Names and stationery
Trustees
  • Recruitment and selection
  • Duties and liabilities
  • Benefits and payments; conflicts of interest
15.15 Tea/coffee
15.30 Meetings and decision making
  • General meetings
  • Board meetings
  • Delegation; monitoring and control
  • Committee meetings
  • Alternatives to meetings
16.30 Close

Trainer

Kirsty Semple

Kirsty Semple

Kirsty is a Chartered Secretary in Public Practice and director of Semple Associates Ltd, formed in 2001. Specialising in corporate governance and compliance, she has provided consultancy, training and support to the boards of a number of voluntary sector organisations for ten years.

More about Kirsty Semple

    Course price

    £490 + VAT (Charity sector)
    £550 + VAT (Non-sector)

    Course date

    10 October 2017 Book now

    Course location

    • Saffron House
      6-10 Kirby St
      London
      EC1N 8TS

    Other dates

    Course date

    11 January 2018 Book now

    Course location

    • Saffron House
      6-10 Kirby St
      London
      EC1N 8TS

    Course date

    6 June 2018 Book now

    Course location

    • Saffron House
      6-10 Kirby St
      London
      EC1N 8TS

    Course date

    2 October 2018 Book now

    Course location

    • Saffron House
      6-10 Kirby St
      London
      EC1N 8TS

    Free affiliateship

    Get six months free affiliate membership of ICSA with this course and benefit from our knowledge, network and exclusive discounts.

    Course price

    £490 + VAT (Charity sector)
    £550 + VAT (Non-sector)

    Course date

    10 October 2017 Book now

    Other dates

    Course location

    • Saffron House
      6-10 Kirby St
      London
      EC1N 8TS

    Bespoke Training

    We can deliver our training courses within your organisation, allowing you to tailor the content to meet your particular needs.
    Find out more