Women’s officer report AGM 31st March 2021
31 March 2021
FORCASTED 2019,20,21 EXPENDITURE
31 March 2021

CWU Great Western Branch Auditors Report to 2019 Annual General Meeting

I conducted the audit of the Branches financial accounts during the week commencing Monday 7th December 2020. I worked on the audit from home due to coronavirus constraints. I followed the CWU HQ Branch financial audit check list as my guide in carrying out the audit.

I must place on record my thanks to Glenn Morris, Branch Treasurer, for his assistance in providing the relevant financial documents. I am also grateful to him for answering all my queries raised during the audit.

I found the sample of statements and claims that I checked to be in order. I understand that the Branch Chairperson does carry out regular checks of the Branch accounts. However I have a number of recommendations I wish to make as a result of my audit.

  1. I would recommend that the Branch formulates a code of practice on the claiming of expenses. There is a need for a standard process in making expense claims.
    This should include a standard claim form, I found 5 different forms in use.
    An agreed timescale for the inputting of claims, ideally on a weekly basis.
    I would also recommend that any financial claim or donation made by the Branch as a result of an agreed Branch decision should have a voucher with the appropriate meeting minute authorising the payment attached to the claim.
  2. Branch Committees
    I would recommend that both the Branch Central Committee and the Finance sub Committee meet on a regular monthly basis with minuted meetings to expedite branch financial business.
  3. Branch Audit
    It is clearly not beneficial to good practice for the two auditors to carry out the annual audit separately. I would recommend that the next audit is carried out with the auditors present on the same day and in good time prior to the AGM.
    In conclusion, I consider from my audit on behalf of the Branch members that the Branch has a good system of financial checks and balances in place and overall the finances are in good order.

In conclusion, I consider from my audit on behalf of the Branch members that the Branch has a good system of financial checks and balances in place and overall the finances are in good order.

I must again thank the treasure Glenn Morris for his support in completing the audit.

Yours fraternally,

Bob Hope
Solent area auditor.

CWU
CWU