Financial Oversight Questions for Trustees
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Prepare financial oversight questions for trustees. Organisation size, income sources and risks: [ORG_FINANCES]. Reports the board receives: [REPORTS]. Concerns: [CONCERNS]. Write 30 questions grouped as budget and forecast, cash and reserves, restricted funds, controls, risk, and reporting. For each include what a satisfactory answer looks like and what red flags to watch for. Provide a one-page dashboard layout and a checklist for reading monthly accounts. Do not provide accounting or legal advice; mark duties of trustees and accounting rules as items to verify with an accountant and the regulator [VERIFY] for [JURISDICTION]. Include a plan for annual training. Also add a short guide to red-flag patterns in management accounts, such as persistent unexplained variances, and what to ask when they appear. Do not tell me what my legal rights are. Describe the kinds of rules that may apply, tag them [VERIFY] with [JURISDICTION], and list questions for a lawyer or local advice service.
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