A quick reminder that the next Finance Network Meeting will take place in a week’s time on Wednesday 21st September 2022 from 11:00 to 12:30. Nick Sladden, Partner, Head of Charities at RSM and William Ray, Partner in the operational Real Estate Department of Gerald Eve will present on the topic ‘Maximising property potential and protecting property assets.’ Find out full details below, including how to book your place.
As you know, property, be it owned or leased, is a key part of a Brand Partner’s organisation. Be that for service delivery, administrative, trading or investment purposes, having a property strategy and determining how to optimise your property holdings should be an important consideration and subject to review on an annual basis.
Against a backdrop of rising inflation, increasing costs and higher interest rates – plus Brand Partners working and delivering services in different ways post pandemic – it is also essential to regularly reflect upon how your property strategy can positively impact on your charity and its current and future beneficiaries.
In broad outline, the presentation will cover the following areas:
- Property strategy and how it relates to reserves management
- Tax considerations
- Accounting options including valuations
- Overview of regulatory requirements and recent changes
- The importance of good estate / property management
The session is open to all relevant management, staff and trustees in Local Age UKs and Cymru Partners involved in making strategic decisions, managing and safeguarding the organisation’s property assets. So please share this information with colleagues in your organisation who you feel would be interested in attending.
This will be an opportunity for colleagues from across the network to reaffirm and update their knowledge and to raise questions on this important topic from the specialists at RSM and Gerald Eve to obtain further insight and guidance.
Book your place!
Please note the new booking process directly through Microsoft Forms. To register your attendance, and / or to subsequently receive a copy of the recording of the event and the slides, please register using this link.
Also please note the following – you will receive a simple ‘thank you’ for responding once you have submitted your registration form. The Teams meeting link and joining instructions will be sent to you directly by the Financial Governance Team nearer the time of the meeting in the usual way.
So please fill in the form above, book out the time in your diary and watch out for the email – thank you.