Charity Trustee Training Oxford Preparation for GDPR and the new Charity Governance Code

18th October 2017 | 9:30 am - 4:00 pm

Email: | Tel: 01242 698809

Brewin Dolphin
New Office

This event gives Trustees the essential knowledge about their statutory and other responsibilities, covering legal and financial duties and strategic behaviour. A vital session is included on preparing for the forthcoming Data Protection changes focussing on GDPR. The content has been updated to include new scenarios including Cyber crime, and the new Charity Governance Code.


9:00 – 9:30 Registration 
9:30 – 10:45 Legal Duties (Including Scenario)

Penny Byatt, Senior Associate, Charles Russell Speechlys LLP

10:45 – 11:00 Refreshment Break
11:00 – 12:15 Financial Duties (Including Scenario)

Wendy Burton, Senior Manager (Non-Profits), Crowe Clark Whitehill LLP

1215- 12:45 Lunch and Networking
1245-1345 Preparing for GDPR – practical actions and policies for Data Protection

Alix Garfath- Cox,Senior Manager (Non-Profits), Crowe Clark Whitehill LLP

1345 – 1430 Investment Duties – Trustee Investment Governance

Ian Burrows, Divisional Director (Charities), Brewin Dolphin

1430 – 1530 Strategic vs Operational (Including Scenarios), Charity Governance Code,Cyber Crime

Richard Levinge, Director, Ease Training

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

Discounts are available for 2 or more delegates. Please call 01242 698809 or email richard@easetraining for more details

Payment by BACS or cheque. Please complete the booking form below and we will send you an invoice, or alternatively call 01242 698809.


Penny Byatt, Charles Russell Speechlys LLP

Details to follow

Wendy Burton, Chartered Accountant, (Not for Profits),Crowe Clark Whitehill LLP

Details to follow

Alix Garfath-Cox, Senior Manager (Non-Profits), Crowe Clark Whitehill LLP

Alix Garfath-Cox is a manager in the Not for Profit team of Crowe Clark Whitehill LLP. Alix’s clients include a wide range of schools and charities. Having previously worked in an international non-governmental organisation as Director of Finance for 4 years, including 6 months on placement in a finance team in Rwanda, Alix is a specialist in accounting for organisations operating internationally.  Crowe Clark Whitehill LLP work with a wide variety of clients in the Not for Profit sector, including several hundred charities and educational establishments, as well as registered social landlords, industrial and provident societies, trade unions, members associations, clubs and other not for profit bodies.

Ian Burrows, Divisional Director (charities), Brewin Dolphin

Ian Burrows is a specialist Charity Investment Manager and a Divisional Director of Brewin Dolphin. Ian has 17 years’ experience in the investment industry, is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Ian is also a member of the CISI Expert Panel writing and reviewing exam questions, holds the Society of Trust & Estate Practitioners Certificate for Financial Services and is a member of investment sub-committee of Birmingham Children’s Hospital Charities.

Richard Levinge, Director, Ease Training

Richard Levinge is the Director and founder of Ease Training. Richard has been Chair of a charity and a trustee of a major charitable project. Richard has a passion for practical training based on many years training experience with roles in the Royal Navy, legal services, charities and education. His focus is to assist people in mastering change, giving the confidence and enthusiasm to tackle their roles. Twitter: @easetraining

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£150.00 plus VAT

Attendee 1


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