Treasurer application form

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Application number
Treasurer application form
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CLOSING DATE FOR APPLICATIONS: 7 April 2015
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Please submit a short curriculum vitae (2 page max) together with this application form. Please
note that this is in addition to the information given on the application form, not in substitution for
it. The Equal Opportunities Monitoring Information should be completed and submitted separately to
[email protected] or HR Service Centre, Alzheimer’s Society, Devon House, 58 St
Katharine’s Way, London, E1W 1LB.
This form should be completed in black ink or black type.
Personal details
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Surname
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Other names
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Address
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Telephone/textphone/fax/mobile
(Please indicate which)
Other
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Email
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Home
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Do you have any previous Volunteer/Trustee experience?
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Yes
No (please check appropriate box)
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If yes, please give details
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I understand and am able and willing to commit necessary time, preparation and effort to the
proper discharge of the responsibilities of Treasurer.
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Please return the completed form to [email protected] and mark TU4450_Alzheimers in the subject line
of your email or in letter header if sending by post to:
Alex Morley, Alzheimer’s Society, Devon House, 58 St Katharine’s Way, London E1W 1LB
T: 020 7423 3506 F: 020 7423 3501 W: www.alzheimers.org.uk
Registered charity no 296645. A company limited by guarantee and registered in England no 2115499.
APPLICATION FORM
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Please tell us how you fulfill the criteria
In each section below, please give a brief outline of how your skills, knowledge and experience fit the
criteria. Please give demonstrable examples wherever possible to support your application.
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Summarise why you want to be Treasurer and how you feel you could contribute to the
Society? Please limit your response to 300 words.
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Knowledge and Experience
(Essential)
o Qualified accountant, with previous experience in a senior financial role of a commercial or not for
profit organisation of a similar or larger size than the Society
o Experience of corporate governance, preferably within the voluntary sector, either as a volunteer or
as a senior member of staff, and with some experience of charity finance, investment and IT/IS;
o A clear understanding of the role of Treasurer/trustee and the willingness and the commitment to
devote the necessary time, preparation and effort to the proper discharge of the responsibilities of
Treasurer/trustee.
Please limit your response to 250 words.
APPLICATION FORM
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Abilities and skills (Essential)
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A strategic thinker who is skilled in presenting complex issues and financial information to a
variety of audiences in a clear and practical manner; and analysing proposals for fundraising,
expenditure, investment and IT/IS and assessing the associated risks and financial
consequences.
A sharp mind and good judgment
Proactive, willing to offer constructive challenge and support judgments
A team player, respecting different views and able to work with Board colleagues and the
Executive
Able to build strong relationships and champion the Society.
Please limit your response to 300 words.
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APPLICATION FORM
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Personal Qualities (Essential)
o An empathy with the aims and values of Alzheimer's Society and a willingness to spend time with
people affected by dementia and bring that experience back to the Board.
o A commitment to inclusion and diversity
o Good listener, open to others’ views and welcomes feedback on own contribution.
Please limit your response to 250 words.
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Suitability
Are there any other facts, activities or connections which you feel might be raised in future
about your suitability to hold the position of Treasurer and director at Alzheimer's Society,
for example because they present or may present a conflict of interest? These may include
issues such as personal relationships or membership of organisations or other circumstances, or because
you may be disqualified by virtue of circumstances listed in Article 49 of the Society's Articles of
Association.
APPLICATION FORM
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References
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Please give the name and address of two referees who can comment on your suitability for this
role. Please note references from relatives are not acceptable.
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!Name
!Position
APPLICATION FORM
Name
Position
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!Organisation
Organisation
Address
Address
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Telephone
!Telephone
Email
Email
!Interviews
will be held at our Devon House offices on 14 (pm) and 15
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May 2015.
Please let us know if you would NOT be able to attend an interview on this date:
Please note that we will be unable to tell you whether you are being called for interview before the week
beginning 23 April 2015.
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Declaration
I confirm that the details given in this form are correct and understand that any false declaration
may result in my removal from the board of trustees as outlined in the Society's Articles of
Association.
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I am aged 18 years or over at the date of this election or appointment
I do not have an unspent conviction relating to any offence involving deception or dishonesty
I am not an undischarged bankrupt nor have I made a composition or arrangement with, or granted a
trust deed for, my creditors (ignore if discharged from such an arrangement)
I am not subject to a disqualification order under the Company Directors Disqualification Act 1988 or to
an Order made under section 429(b) of the Insolvency Act 1986
I have not been removed from the office of charity trustee or trustee for a charity by an Order made by
the Charity Commissions or the High Court on the grounds of any misconduct or mismanagement (or
equivalent in other jurisdictions)
I am not disqualified under the Protection of Vulnerable Adults List
I will, if elected, undertake a Disclosure and Barring Service check
I have read the Charity Commission booklet CC3: The Essential Trustee
I hereby explicitly consent to the Alzheimer’s Society holding my personal details within a manual or
electronic filing system in relation to the Data Protection Act 1998
Appointment is dependent on becoming a member of the Society, if not one already
I understand that if my application is progressed and / or if I am successful that appropriate DBS, credit,
director checks will be undertaken.
Signature
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APPLICATION FORM
Date
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