More presentations from the NCVO Annual conference: http://www.ncvo-vol.org.uk/networking-discussions/blogs/20591 Tom Elkins, Manager, Compact Voice Oonagh Smyth, Senior Consultant, NCVO Philip Kirkpatrick, Partner and joint Head of Charities and Social Enterprise, Bates Wells & Braithwaite The realities of funding cuts are challenging and often confusing. With less funding available, charities are making tough choices and finding new ways to engage with one another and work together. Engagement can mean a number of different things to different organisations from partnership to collaboration to merger. This workshop will help you understand the different levels of engagement and what it means to your organisation – from the importance of the Compact in partnership working to the legal implications and technicalities of mergers. Whether or not your organisation is currently engaged in partnership working, having access to the right information and support is essential – sooner rather than later.

1. Navigating the spectrum of partnership
PM1 working
•Tom Elkins, Manager, Compact Voice
•Philip Kirkpatrick, Joint Head of Charity and Social
Enterprise, Bates Wells & Braithwaite (BWB)
•Oonagh Smyth, Senior Governance Consultant, NCVO
•Ben Hicks, The Guardian

2. NCVO Annual Conference 2012
Legal aspects of partnership working
Philip Kirkpatrick
Bates Wells & Braithwaite London LLP
5 March 2012

3. Spectrum of collaborative arrangements
 Sharing knowledge
 Collaborative working on issues/projects
 Shared services
 Joint venture by contract
 Joint venture through new entity
 Merger

4. The Basic Planning Framework
 Getting in
 Getting on
 Getting out

5. Collaboration Checklist
 Compatible objects?
 Objectives of collaboration
 How long will it last?
 Who contributes what?
 When and how?
 Effect on staff?
 Who employs / seconds?
 Who disciplines?

6. Collaboration Checklist
 Management and governance processes
 Who decides what? How?
 Steering committee?
 Role of the boards
 Communications – internal and external
 Policies
 Budget and budgetary control
 Accounting arrangements

7. Collaboration Checklist
 Admission of new partners / members
 Profit distribution
 Tax and VAT
 Liability:
 contract
 tort
 Insurance
 Dispute resolution

8. Collaboration Checklist
 Conflicts of interest
 Data protection
 Joint ownership problems:
 land/premises
 intellectual property
 other assets
 Methods/timing of termination
 Consequences of termination

9. Philip Kirkpatrick
Partner
Bates Wells & Braithwaite London LLP
p.kirkpatrick@bwbllp.com
DD: 020 7551 7835
www.bwbllp.com