Carmichael’s Spring Summer 2023 Scheduled Training Programme

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Carmichael’s Spring Summer 2023 Scheduled Training Programme

Carmichael’s Spring Summer 2023 Scheduled Training Programme is kindly sponsored by BoardEffect, which is part of Diligent, the leader in modern governance. BoardEffect delivers an agile board management solution optimised for governance leaders of nonprofits, higher education institutions, community healthcare organisations, and credit unions with the right tools, analytics, and insights to drive more efficient, transparent, and secure governance.

Spring/Summer 2023 Scheduled Training Programme – sponsored by BoardEffect.

Full details of the Spring Summer Scheduled Training Programme here.


Board Roles and Responsibilities - Online

(6.00pm-8.30pm – Wed, 11th Jan 2023)

Instructor: Marian Barnard

This session will demystify Board members' roles and responsibilities and give you tools to enhance your contribution and the effectiveness of your Board. It outlines the purpose of the board as a whole in relation to governance and management. We then examine the specific roles of individual board members and in particular, their legal responsibilities and duties under the Charities Act (2009) and the Companies Act (2014). The workshop will finish with a discussion on typical problems arising within boards and some practical solutions to deal with them.

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


Microsoft Excel – Introduction to Spreadsheets - Online

(2.30pm-4.00pm – Thurs, 19th January 2023)

Instructor: Anne Walsh

The course will take place on Zoom over 4 sessions as per details below. Homework will be assigned between sessions. Resources and links will be stored on a platform called GiraffePad. Full instructions and links will be given after registration. Please note, these sessions will be recorded and shared with attendees only. Details of dates and topics are below:

Session One (90 minutes) 19 Jan starting at 2.30pm

Session Two (90 minutes) 26 Jan starting at 2.30pm

Session Three (90 minutes) 2 Feb starting at 2.30pm

Session Four (90 minutes) 9 Feb starting at 2.30pm

Session delivered via Zoom. Fee = €160.00 per person for non-profits.


Strategic Planning - Online

(10.00am – 12.30pm – Thurs, 26th Jan 2023)

Instructor: Jillian van Turnhout

A strategy is about how an organisation best positions itself whilst remaining relevant. A good strategy is clear and succinct. It boldly sets out your organisation's ambitions, sets a clear focus aimed at achieving your mission, and it is embedded in reality.
This Strategic Planning workshop will guide you through core elements of strategy: challenge, cohesion and commitment. It will look at approaches and models in conducting strategic analysis, examining options, building in agility and how to monitor implementation.
Step-by-step, you will learn what a strategic planning process involves, what tools and techniques can help you along the way, what the end result should look like, and how to get everyone on board.

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


The Charities Governance Code - Online

(10.00pm - 12.30pm – Thurs, 2nd Feb 2023)

Instructor: Andrew Madden

The Charities Governance Code explains the minimum standards you should meet to effectively manage and control your charity. This workshop will walk you through the requirements of the code including actions and evidence needed to demonstrate compliance.

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


Canva for Beginners - Online

(10.00am-12.00pm – Thurs, 9th Feb 2023)

Instructor: Serena Teng

Canva is a free-to-use online graphic design tool. Use it to create social media posts, presentations, posters, videos, logos and more.

Course Outline:

  • Opening and creating a Canva account
  • Canva for Non-Profits
  • Creating a design; using templates or creating from scratch
  • Searching and editing elements
  • Using template photos from Canva or uploading
  • Adding text and using different fonts
  • Saving and downloading designs
  • Sharing and collaborating designs
  • Design for Print​
  • Managing your Brand

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


Top Tips for Running Effective Hybrid Meetings – Online and In-Person

(10.00am-12.00pm – Tues, 14th Feb 2023)

Instructor: Róisín McGuigan

Learn how to run a hybrid meeting to effectively engage all participants.

Topics covered during this workshop include:

  • Advantages and challenges of hybrid meetings
  • Hybrid meeting hardware options
  • Online tools to make meetings more engaging
  • Preparing for a hybrid meetings
  • The role of the Chair in a hybrid meeting
  • The role of the moderator in a hybrid meeting
  • Discussion formats

Session delivered in-person and via Zoom. Fee = €80.00 per person for non-profits.


Microsoft Excel – Beyond the Basics – Intermediate Level – Online

(2.30pm-4.00pm – Thurs, 16th Feb 2023)

Instructor: Anne Walsh

The course will take place on Zoom over 4 sessions as per details below. Homework will be assigned between sessions. Resources and links will be stored on a platform called GiraffePad. Please note these will sessions will be recorded and shared with the attendees only. Full instructions and links will be given after registration.

Session One (90 minutes) 16 Feb starting at 2.30pm

  • Revision of basics: formulas/functions/fixing cells/lists

Session Two (90 minutes) 23 Feb starting at 2.30pm

  • Vlookup function: What it is, what you use it for, use in same workbook and with different workbooks.

Session Three (90 minutes) 2 March starting at 2.30pm

  • Introduction to Pivot Tables

Session Four (90 minutes) 9 March starting at 2.30pm

  • If functions & Introduction to Conditional Formatting
  • Final Q&A

Session delivered via Zoom. Fee = €160.00 per person for non-profits.


Introduction for Book-keeping for Charities and other Not-For-Profits – In-Person

(10.00am-1.00pm – Thurs, 2nd March 2023)

Instructor: Andrea Shupinski

Maintaining a charity’s accounting records, or books is an obligation and a responsibility. This workshop is intended to equip managers and accounts staff with an understanding of book-keeping and accounting issues that are relevant to their day to day operations so that the accounting records can be kept up to date and provide meaningful information. The workshop will include practical examples and short exercises using Microsoft Excel programme. To ensure the training is as interactive and participatory as possible, we limit the number of participants to 10. Laptops will be provided.

The main areas covered will be:

  • Importance of bookkeeping
  • Relevant documentation and books of account
  • Setting up bookkeeping system relevant to own organisation and SORP
  • Maintaining accounting records and processing transactions
  • Checking everything balances including how to do a bank reconciliation
  • Profit and loss account and balance sheet
  • VAT Compensation Scheme for Charities.

Session delivered In-Person (Carmichael). Fee = €80.00 per person for non-profits.


Diversity and Inclusion in your Organisation - Online

(10.00am-12.00pm – Fri, 3rd March 2023)

Instructor: Mark Fenton

This course is designed to enhance your understanding of Diversity & Inclusion (D&I) - what it is & why it matters for your Board, your teams and yourself. Relevant Equality legislation is referenced and how it links with our day-to-day. The course delves into the barriers that constrain our ability to fully embrace diversity and sustain an inclusive working environment. This includes a deep dive into the impact of our biases on how we communicate, collaborate and make decisions. And, crucially, what we can do about it to mitigate the negative impact and accelerate a positive cultural transformation.

Session delivered via Zoom. Fee = €100.00 per person for non-profits.


PowerPoint – Create a branded template for your non-profit organisation - Online

(10.00am-12.00pm – Tues, 7th March 2023)

Instructor: Fiona Walsh

Learn how to create a branded template for your non-profit organisation. Learn how to use the Slide Master to enable you to create a professional template quickly.

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


Companies Act 2014 and the Charities Act 2009 for Non-profit Organisations – Online

(10.00am-12.00pm – Tues, 21st March 2023)

Instructor: Andrea Shupinski

This online workshop explores how the Companies Act 2014 impacts on Charities and Not-for Profit Companies that are Limited by Guarantee, the requirements of the Charities Act 2009, the role of members, the duties and responsibilities of Directors and Other Officers and the preparation of Financial Statements under Companies Act 2014.

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


Boards, Chairs and CEOs: Roles, Relationships & Boundaries – Online

(10.00am-12.30pm - Thurs, 23rd March 2023)

Instructor: Jillian van Turnhout

Outline

  • Roles and responsibilities - Board, CEO, Chair
  • Governance vs. Management
  • Division of responsibilities
  • Communication between CEO and Chair (Board)
  • HR sub-committee (CEO Selection, Review, Remuneration, Succession Planning)
  • CEO role in relation to the Board
  • CEO performance appraisals - how to conduct appropriately
  • Board only sessions
  • Code of conduct
  • Board evaluation (its value and purpose)
  • Board Dilemmas

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


The Role of Treasurer - Online

(10.00am-12.00pm – Tues, 28th March 2023)

Instructor: Liam Scollan

Outline

  • Main duties of a treasurer in any organisation.
  • Treasurer duties in charities and companies.
  • Basic financial management for non-profits.
  • Ensuring your non-profit is financially accountable.
  • Preparing budget projections.
  • What is required in end of year accounts.
  • Governance around fundraising.
  • Preparing a financial policy.

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


Board Roles and Responsibilities - Online

(2.00pm-4.30pm – Wed, 29th March 2023)

Instructor: Marian Barnard

This session will demystify Board members' roles and responsibilities and give you tools to enhance your contribution and the effectiveness of your Board. It outlines the purpose of the board as a whole in relation to governance and management. We then examine the specific roles of individual board members and in particular, their legal responsibilities and duties under the Charities Act (2009) and the Companies Act (2014). The workshop will finish with a discussion on typical problems arising within boards and some practical solutions to deal with them.

Session delivered via Zoom. Fee = €80.00 per person for non-profits.


Implementing a Strategic Plan – In-Person

(10.00am-12.30pm – Thurs, 30th March 2023)

Instructor: Jillian van Turnhout

How do you move from launching your strategic plan to ensuring effective implementation? This workshop will bring a mix of theory, best practice and practical steps on how to implement. You don't have to have a shiny strategic plan to attend – this workshop will support people interested in how to turn words into positive outcomes. This workshop will break down the steps to implement your organisation's strategic plan effectively. Participants will be given best practice examples to illustrate how each implementation step can be approached. Participants can, if they wish, bring their Strategic Plan with them to use for group work. This workshop introduces essential internal planning and reporting framework that will help align your work and your organisation's work with its strategic goals. Applicable to all levels in an organisation i.e., anyone who is passionate about maximising their productivity and focusing their work will have something to gain by coming along.

Session delivered In-Person. Fee = €80.00 per person for non-profits.


Free Resources from Carmichael

A Commentary on Charities Amendment Bill 2022, prepared for Carmichael by Professor Oonagh Breen of UCD and Philip Smith of Arthur Cox Solicitors.

A Scheme of Delegation template which sets out the authority delegated by the Board of Trustees (the Board) of The Organisation to the Chief Executive (or designated deputy/interim CEO when The Organisation is without a Chief Executive).

A template 'Schedule of matters reserved for the Board'. This template is intended for guidance purposes only.

A Board/Trustee Governance Handbook Template has been developed by Carmichael as part of our ongoing efforts to support non-profit organisations. In developing this free handbook, Carmichael sought to reflect the principles and standards of the Charities Governance Code but it can be used by any non-profit organisation. This handbook is a template and it should be amended/tailored to reflect your own charity or other non-profit.

Carmichael Podcast – many episodes available where Carmichael CEO, Diarmaid Ó Corrbuí, chats with different guests on various governance topics.

E-Learning courses

The Non-Profit eLearning Bundle consist of 5 modules for a special bundle price of €300: Governance and Charities Governance Code Carmichael (eLearning), Employing Staff and Managing Human Resources (eLearning), Financial Management for Non-Profits (eLearning), Business and Organisation Development for Non-Profits (eLearning), Marketing and Sales for Non-Profits (eLearning)

GDPR Level 1

GDPR Level 2

For the full list of e-Learning courses, visit https://www.carmichaelireland.ie/courses/?type=e-learning-courses.

Please contact training@carmichaelireland.ie if you have any queries on Carmichael’s training or other resources.

General Info

Date Entered/Updated
29th Nov, 2022
Region
Online / Dublin
Expiry Date
29th Jan, 2023