Recently I was undertaking one of the most pleasant activities I ever do for trusts. I was presenting their financial statements at their AGM. It’s great to meet a wide range of the people our clients deal with and help them to really understand their numbers. For many Trusts the AGM is the … [Read more...]
How can I present my financial information more easily at the AGM?
For many Trusts the AGM is the window for members to question the annual reports published by the Trust. The time when you are most likely to get questions that you don’t normally deal with, perhaps don’t have the time or expertise to with and probably don’t like dealing with. We could, of course, … [Read more...]