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
Reclassification of charities by Investment Fund Managers
The requirements of the Retail Distribution Review (RDR) under the Financial Conduct Authority (FCA) came into force at the start of 2013 and have had an interesting knock-on effect on charity investments. Investment management firms have reclassified charities whose portfolios they manage as ‘professional’ or ‘retail’. You may be uncertain as to how these changes affect your charity. Professor Paul Palmer Trustee of HTF and Professor of Voluntary Sector Management at Cass Business School has published an article about the impact of the changes which can be viewed on our website: http://www.honorarytreasurers.org.uk/docs/PalmerandButterworth.pdf
Next Forum event
Wednesday 2 July 2014
5.30pm for 6pm
Masterclass - The Role of the Honorary Treasurer
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