Charity Trustee Training – Responsibilities and GDPR update Bristol

21st February 2018 | 9:30 am - 3:30 pm

Email: | Tel: 01285 770984

Narrow Quay House
Narrow Quay
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.


9:00 – 9:30 Registration 

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

Con Alexander, Partner, Veale Wasbrough Vizards LLP

10:45 – 11:45  Financial Duties (Including Scenario)

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

11.45 – 12:00 Refreshment break

12:00 – 1:00 GDPR Update – What to do about Data Protection

Alexandra Ireland,Solicitor, Veale Wasbrough Vizards LLP

1:00 – 1:30 Lunch and Networking

1:30 – 2:15 Investment Duties – Trustee Investment Governance

Russell Hooper,Assistant Director (charities), Brewin Dolphin

2:15 – 3:15 Strategic vs Operational – Charity Governance Code (Including Scenarios)

Richard Levinge, Director, Ease Training

3:15 – 3:30 Questions and summary

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 or 0780 947 8248.


Con Alexander, Partner, VWV Solicitors

Con has advised charities of all kinds for more than 15 years and specialises in helping clients with the governance and the strategic challenges that they face. Con acts for clients across the charity sector, from small social enterprises to universities and charities operating nationally and internationally. He is a member of the Charity Law Association and has sat on a number of CLA working parties. Con is also the author of ‘Charity Governance’ (published by Jordans).

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.

Alexandra Ireland, Solicitor GDPR Specialist

Alex advises on all aspects of data protection law and compliance and works with a wide range of clients from smaller charities working in local communities through to much larger charitable organisations working both nationally and internationally, education sector clients as well as clients in the technology and retail sectors. Instructions include advising in relation to data processor agreements, subject access requests, staff monitoring, information security and marketing communications.Alex has experience of audits for charities in addition to providing training and drafting bespoke data protection policies.


Russell Hooper,Assistant Director (charities), Brewin Dolphin

Russell joined Brewin Dolphin in 2011 after spending 15 years in the City at US based investment bank Merrill Lynch where he worked in the institutional client division. Since joining Brewin Dolphin he has focused on Charity and Institutional accounts.

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

Make a Booking

Bookings are closed for this event.

Discounts are available for 2 trustees or more.

Pin It on Pinterest

Share This