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Charities: The Role of the Secretary    

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Full-Day Course | £289 + VAT

This one-day course will give you a clear overview of the typical duties and responsibilities of a Secretary in a Charity. It will give you an understanding of charity law and regulation, the requirements of the different legal forms and how best to support the work of the Board.

Course Dates

Please select the date you wish to attend by clicking the circle next to it.

11 October 2017 - Full Day -London - Hamilton House
22 November 2017 - Full Day -Manchester - Meeting Place

Course Overview

It is increasingly important for charities to be well governed and to meet their statutory and regulatory responsibilities. The job of overseeing all of this often falls to the Charity Secretary, but many people find themselves fulfilling this role without having full knowledge or experience of its demands.

This course is designed to give you a good understanding of the role and to help ensure you are fully up-to-date and compliant with all your legal responsibilities. It explains exactly what being a charity entails; the different types of legal forms that can be used; and how they are regulated. It gives you the information and resources to enable you to approach the job with confidence.

The course gives practical examples of the compliance requirements of a charity, and how best to fulfill them.  It will cover what the Charity Secretary should know, the questions they should ask and what to do when problems arise.

Who should attend?

This course is for all charities regulated by the Charity Commission.

It is also appropriate for all exempt and excepted charities which include:

  • Educational Charities such as Academies, Universities and Higher Education Institutions
  • Charitable Housing Associations that are Registered Societies or Limited Companies 
  • Museums and Galleries
  • Church of England and Methodist Church Investment Funds

If your Charity is a limited company registered at Companies House you should attend this course as it will explain how to comply with the requirements of Companies House.

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Course Times

09:30 - 17:00

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Extra Benefits

  • ICSA’s Charity Guidance Note: Specimen role description for the charity secretary of the board of trustees
  • A Seminar Pack containing the information presented on the day
  • A Certificate of Attendance
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What Will You Learn?
  • What is the role of a Secretary in a charity? What is expected of you?
  • What is the legal environment in which charities operate?
  • What makes your organisation a charity? What are the opportunities and restrictions of being a charity?
  • What are most common legal forms for charities? What form does your organisaion take?
  • How do you understand and amend your constitution?
  • Who is who in a charity? What are the different roles?
  • What are the duties of charity trustees? How do you guide them?
  • What are the regulatory requirements, both as a charity and linked to the many different legal forms?
  • What is the impact of being a charitable company? How does the dual regulation work?
  • What records and registers must you keep?
  • Exactly what must be reported to the Charity Commission and other regulators?
  • What is an exempt charity?
  • What is the Secretary’s role at a Board Meeting?
  • Why keep minutes? What is the most effective way of taking minutes?
  • What is the law about stationery and the charity’s name?
  • What are the recent legal reforms that affect charities?
  • What is good governance?
  • Can a charity trade?
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Course Presenter

Kirsty Semple:
Kirsty Semple ACIS LLM is a Chartered Secretary in Public Practice, specialising in charity governance and compliance. About half of her time is spent acting as Secretary for a range of organisations – either on an interim or part time basis. The remainder of the time she provides consultancy, training and support to the Boards of voluntary sector organisations. She is an experienced lecturer, who also has up to date practical experience of the role of a charity secretary. Kirsty is editor of ICSA’s Charities’ Handbook.

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Course Cost:

The price to attend this full day course is £289 per person and is exclusive of VAT and includes the course material, tea/coffee on arrival, mid-morning tea/coffee and mid-afternoon tea/coffee.

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