This essential session will look at the legal and financial aspects of charitable organisations and the roles and responsibilities associated with them.

The course will cover the following aspects:
– Different legal structures
– Charitable Incorporated Organisations – what are they?
– Legal reporting requirements
– Trustee duties

– Internal and external reporting requirements
– The new Statement of Recommended Practice (2015)
– What financial control means and how to achieve it
– Risk

Trainer Profile

Tessa Hennessey is an Oxford-based solicitor who specialises in advising charitable and other not for profit organisations on governance and regulatory issues. Tessa has first-hand experience of being a trustee of a small charity and has also worked in-house for a large charity. More information can be found here.

Sheila Parry is a qualified accountant with over 30 years of experience in the private, public and voluntary sectors. For the last five years Sheila has been running SPX Oxford Ltd, an accounting practice specialising in services for the not-for-profit sector in Oxfordshire.

What will I learn?
By the end of this session you will:

  • Understand the pros and cons of different legal structures and their importance
  • Understand your legal reporting requirements
  • Know the key changes that have taken place in the new Statement of Recommended Practice (2015) and the implications of this
  • Understand how to achieve financial control within your organisation
  • Mitigate risk to your organisation

Benefits to you

You will leave the session with an understanding of the best policy for legal and financial practices within your organisation.

Who should attend?

Any member of staff, volunteer, committee member or trustee who is in charge of legal and financial responsibilities.




9.45am arrival for tea, coffee and networking for a 10am start. The workshop will finish by 12pm.


£40 per person for OCVA Members
£50 per person from a charitable organisation who are not OCVA members
£65 per person from a non-charitable organisation


The Old Courthouse
Floyds Row
St Aldates

There is no parking available, although we maybe able to assist those with disabilities. Please contact us to enquire if you have a disability. Our venue is serviced with good transport links, if you are driving you may wish to take advantage of the Park and Ride services located at Redbridge, Pear Tree or Oxford Thornhill. Alternatively you can park in one of the City Centre car parks such as Gloucester Green, Oxpens, Oxford Train Station or Worcester Street.  To check public transport options contact ‘Traveline’ on 0870 608 2 608 or visit: http://www.traveline.info/

Enquiries contact:

Telephone:  01865 251946
Email: training@ocva.org.uk

When contacting us please state the name of the course your correspondence is in relation to.


Please note there are two steps to this process and both steps of the process will need to be completed to secure your place.

Step 1: Please register your details with us on the form:

Please note that registration without payment does not constitute a booking. Both are required, and we do check. (Thanks!)

Step 2: Make payment within 2 working days of registering.

We’re using PayPal for this event. Select ‘pay with a debit or credit card‘ if you don’t have a PayPal account (there’s no need to sign in to PayPal).

Choose payment type Select
OCVA Members pay £40.00 GBP Preview Image
Charitable organisations who are not OCVA members pay £50.00 GBP Preview Image
Non-charitable Rate pay £65.00 GBP Preview Image

Further courses to consider: