Charity Trustee Training – Responsibilities-the run up to GDPR- London 3rd May 2018

3rd May 2018 | 9:30 am - 3:30 pm

Email: | Tel: 01285 770984

Charles Russell Speechlys LLP
5 Fleet Place
United Kingdom
This event gives new and existing Trustees the essential knowledge about their statutory and other responsibilities, covering legal,financial and investment duties.Strategic v operational behaviours are discussed with scenarios from recent events. Included is an update on the requirements of GDPR - which requires action from all organisations.The content is based on the latest legislation presented by leading professionals in the charity sector.


9:30 – 10:00 Registration 

10:00 – 11:00 Legal Duties (including scenario)

Sarah Rowley, Senior Associate, Charles Russell Speechlys

11:00 – 11:10 Refreshment Break and Networking


11:10- 12:10 Financial Duties (including scenario)

Chloe Bilby, Specialist Accountant (Non-Profits), Crowe Clark Whitehill LLP

12:10 – 12:50 The Risk of Cyber Crime

Eoghan Daly,Senior Manager, Forensic and Counter Fraud Services,Crowe Clark Whitehill LLP

12:50 – 1:10 Lunch
1:10 – 1:50 Data Protection – the run up to GDPR

Jonathan McDonald, Senior Associate, Charles Russell Speechlys

1:50 – 2:30   Investment Duties – Trustee Investment Governance

Ruth Murphy, Head of Charities, Brewin Dolphin

2:30 – 3:15  Strategic v Operational.  Trustee Behaviour Code of Conduct  and Scenarios

Richard Levinge, Director, Ease Training

3:15 –  3:30 Q & A

Cost : £150.00 plus VAT (£180.00) per delegate.

Discounts are available for 2 trustees or more. Please call for details.

Payment by BACS or cheque. Please complete the booking form below and we will shortly send you an invoice, or alternatively call 01285 770984.


Sarah Rowley, Senior Associate, Charles Russell Speechlys LLP

Sarah advises a wide range of charities and not for profit clients on charity law, corporate and commercial matters. She is a regular speaker at Trustee Training sessions and also speaks at external conferences and seminars. Sarah has first-hand experience working for a charity, as she spent the first two years of her professional life working for an international aid charity.

Chloe Bilby, Specialist Accountant (Non Profits), Crowe Clark Whitehill LLP

Chloe Bilby is an experienced audit manager in the Non Profit team of Crowe Clark Whitehill LLP. Chloe joined Crowe in 2014, having trained and qualified in a general practice, to specialise and focus on her underlying passion for the not-for-profit sector. Since then she has worked on a range of schools, academies, national and global charities of all shapes and sizes.

Eoghan Daly,Senior Manager Forensic and Counter Fraud Services ,Crowe Clark Whitehill LLP

Eoghan is an experienced project manager and has worked with organisations across the private and public sector. His experience includes the delivery of complex and multi-stakeholder projects related to a wide variety of topics. Eoghan led the development of Crowe’s cybercrime and data protection services. He has spoken widely on the topic of counter fraud and cybercrime and how organisations can apply good practice to strengthen resilience.

Ruth Murphy, Head of Charities,  Brewin Dolphin

Ruth Murphy joined Brewin Dolphin  in 2011 and is also a member of the Stewardship Group and Corporate Responsibility Committee. Ruth previously worked at Newton Investment Management Ltd, the Charities Aid Foundation and disability charity SCOPE. She is a trustee of a grant making charitable trust; and a member of a church finance committee.

Jonathan McDonald, Senior Associate, Charles Russell Speechlys LLP

Jonathan is a commercial lawyer with a particular focus on data protection. Jonathan has extensive experience of advising charities and not-for-profit organisations, on data protection compliance (including in relation to the new General Data Protection Regulation).

Richard Levinge, Director, Ease Training

Richard Levinge is the Director and founder of Ease Training. Richard has been Chair of a charity and is Chair of Governors at a large Special school. Richard has a passion for practical training based on many years training experience.


Make a Booking

Bookings are closed for this event.

Discount for 2 or more Delegates

Pin It on Pinterest

Share This