Training: Community Shares Finance Guide - managing community share capital
Event
A session for societies using community shares capital to understand their legal responsibilities, and how to manage their members financial investments.
About the training
This 1.5-hour online session will consist of content delivered by Alice Wharton (Co-operatives UK) and Isla McCulloch (Democratic Finance Scotland, DTAS). We will explore the main topics of the Finance Guide relating to managing community share capital, i.e. withdrawable, non-transferable share capital in societies.
There will then be a Q&A session to explore issues participants are facing or further questions they have about the topics.
There is no pre-reading to this session but, you may be interested to read: Community Shares Finance Guide | Co-operatives UK
We encourage participants to send in their questions in advance so that they can be considered for the session. An email address to send your questions to will be provided with confirmation of your booking.
Format
- This training course will take place online for 1.5 hours
- A presentation will be delivered, followed by a Q&A session
How much does it cost?
Free
What attendees will learn
The legal requirements of the society, and how to manage members investments.
Who should attend
- Directors, trustees and staff of a co-operative, community benefit society, or charitable community benefit society
- Community shares practitioners keen to increase their knowledge and understanding of share capital management
- Societies considering launching a community share offer
- Groups that are considering which form of society they should use to constitute their group
About the trainers
Alice Wharton works in the our Advice Team, specialising in standards relating to the use of community shares (withdrawable, non-transferable share capital). She leads on the continued development, innovation and management of best practice guidance and ethical regulations and standards, including the Standard Mark and the Community Shares Handbook.
Isla McCulloch is a Development Officer in Democratic Finance at the Development Trusts Association Scotland. She provides hands on practical support for groups across Scotland planning a community share offer, from registration to business planning, community engagement and drafting up the share offer documents. She also provides ongoing support for Community Benefit Societies navigating their unique governance and financial demands. This could involve drafting interest rate or withdrawals policies, planning AGMs, reviewing rule amendments etc. Previously Community Shares Standards Manager at Co-operatives UK, she helped author the Community Shares Finance Guide and SORP Information Sheet for Charitable CBSs as well as overseeing the Community Shares Handbook, Standard Mark and Practitioner training and licensing scheme.