1. Welcome To the FFHS Finance Seminar London 4 Mar 2006

2. Seminar Introduction Gordon Adshead Hon Finance Director FFHS www.adshead.com

3. Overview Objectives Finance WG Scope Outlook - Challenges & Threats Programme for the day

4. Who’s Here 52 Attendees 35 Societies 33 Treasurers 15 Chairmen / Trustees 3 Invited Experts 1 Maggie

5. Objectives of Finance WG Identify Common Issues of Concern Attempt to Quantify Trends Share Solutions and Methods Set up Mechanisms to Help Member Societies

6. Finance WG Alan Dungate Ken Finch Cliff Kemball Brian Piercy David Williams Gordon Adshead

7. Today’s Objectives [Listen & Learn from Experts] Question all Assertions Better Understanding of Future Trends Feedback For the Benefit of all Societies

8. Scope of FHS Activity FHS Family Questor Records

9. Financial Scope Subscriptions Meetings Lectures Conferences Fairs Projects Authors Copyright Royalties Sales of Books & Data Magazines Journals Contracts Licences Committee Expenses Web Sites Internet Sales Postage & Mailing

10. Financial Scope Property Research Rooms Grants Leases Insurance Stocks Capital Equipment Banking Internet Banks Direct Debit Credit Cards Accounts Auditors S/W Packages Reserves Budgets

11. Growing Scope Branches Limited Company Charity Gift-Aid Annual Returns Trustees VAT Corporation Tax Subsidiary Trading Company Employees Contractors Honorariums National Insurance HR Legislation HE Legislation

12. Scope of FHS Activity FHS Family Questor Records Alternatives

13. Outlook - Assertion Demand is Growing More Money being spent by More Questors Family History Societies are seeing a reducing share of this

14. Opportunities Not all Doom & Gloom Volunteers v Professionals Good scope for us to share good ways of doing things

15. Threats & Challenges Increasing & Changing Legislation Apparently Conflicting Legislation The Internet Look-ups Commercial Competition

16. Programme New Charities Legislation VAT Insurance Members Survey Draft Treasurers’ Handbook Plenty of Interaction (Please give David your additional questions)

17. Displays & Posters GOONS Accounts Poster on FFHS VAT Complexities VAT on Mileage Claims Insurance Policy Documents Sayer Powell Insurance Bulletins Society Summaries Croner Guide for Small Businesses Fed Acounts, Think Tank, M&A FFHS Brochures & Leaflets etc

18. Background Notes www.ffhs.org.uk/Societies/Guidance/finance.htm Handouts from Seminar Talks Insurance Bulletins Draft Sections of Treasurers’ Handbook