Lunch and Learn hybrid event: Obtaining information session 1 – Introduction and general approaches

Event details

Date: 12th October 2022
Time: 1 - 2pm (or 3pm if attending in person)
Venue: Online or in Foot Anstey's London office
Who should attend: All those involved in legacies

This event has already happened.

Foot Anstey’s popular ‘Lunch and Learn’ series returns for the Autumn, this time with a focus on obtaining information.

The three sessions will be run as a hybrid online and in Foot Anstey’s offices. You can join the ILM webinar online as usual or attend the Foot Anstey offices where there will be lunch and a no-names ‘surgery’ and discussion afterwards (the in-person session will run until 3pm).

Session 1 will be held in the London office. Please contact directly if you wish to attend in person, or register via the Zoom link if you plan to join online.

Introduction and general approaches

  • Information you might request
    • from PRs
    • from Trustees
  • Why you might make certain requests (including auditing and accounting requirements)
  • How your approach might be different for professionals v lay PRs/Trustees
  • Panel Discussion featuring your legacy colleagues on tailoring your approach!

As ever, you are welcome to eat your lunch during the session. Any of the sessions can be attended as free standing training or you can choose to attend the whole series!