Becoming an Honorary Treasurer
The Honorary Treasurer plays an important, but often unsung role in the life of any voluntary sector organisation. They help the trustee board to fulfil its obligation to provide financial oversight for the organisation.
Join the Forum
The Forum is open to all Trustees who take the role of Treasurer in their charity.
We welcome new members and it is simple and free to join. You can download an Application Form here
The Forum was created to help Honorary Treasurers in the important work they carry out by providing a place where they can come together as a community, share expertise and promote best practice. We do this by:
- Organising regular meetings with
keynote speakers and networking opportunities
- Providing a source of helpful information through updates and briefings
- Carrying out research and producing relevant publications and
- Occasionally lobbying on behalf of Treasurers
Next Forum meeting
The next Forum meeting, the annual UBS investment update, will take place at 3 for 3.30pm on Tuesday 18 November 2014. Information on speakers will be posted on our Events page as soon as it becomes available.
In support of Trustees' Week 2014, the Forum will be offering our Introduction to the Role of the Honorary Treasurer masterclass at the specially reduced rate of £25 for the session. The masterclass will take place on 4 November at Cass Business School. Registration will take place from 17.30.
For more information and to book your place please visit our Events page.
Update on new SORP to come into effect January 2015
The amended Statement of Required Practice (SORP) has been launched to reflect changes in the financial reporting standards. You will need to apply a new SORP for your accounting period beginning on or after 1 January 2015. For your information, Sayer Vincent has prepared a brief summary of the changes which you will need to consider. The briefing can downloaded here or from our Resources section.
Highlights from the last Forum meeting - Principled Procurement
13 May 2014
Highlights from February's Forum meeting - Using your Assets
13 February 2014
We had a good turn-out at our February meeting was a lively affair
- with many brave souls battling through the proposed tube strikes
and floods to make the meeting.
Professor Paul Palmer and Stephen Brooker, both trustees of the HTF presented their thoughts on how to use all your assets within your charity. Paul’s theme was thinking beyond financial assets while Stephen Brooker focused on the harder-nosed aspects of sweating assets particularly concerning property and investments.
Download the full briefing here
The Annual UBS Investment Lecture
19 November 2013