Charity Trustee Training incl Safeguarding Birmingham July 5th

5th July 2018 | 9:30 am - 4:00 pm

Email: | Tel: 01285 770984

Brewin Dolphin
9 Colmore Row
West Midlands
B3 2BJ
This event for new and existing Trustees, and Charity Senior Management, delivers the latest knowledge about statutory and other responsibilities.Safeguarding is a key issue and responsibility for all Charities and is very much in the spotlight. Legal and financial duties will be covered. Strategic v operational behaviours are discussed with scenarios from recent events. An update on Data Protection with GDPR is included with a Charity Commission update.


9:30- 10:00 Registration 


10:00 – 11:00 Legal Duties (Including Scenario)

Con Alexander, Partner, VWV

11:00 – 12:00 Financial Duties (Including Scenario)

Vicky Williams and Adam Hughes , Not for Profit Audit Managers , Crowe Clark Whitehill LLP

12:00 – 12:15Refreshment break


12:15- 1:00 Data Protection and the latest on GDPR

Sarah Thorley, Charity GDPR expert, VWV

1:00 – 1:30 Lunch and Networking


1:30 – 2:30 Safeguarding

Tabitha Cave,Partner VWV

2:30 – 3:15 Investment Duties – Trustee Investment Governance

Ian Burrows, Divisional Director (Charities), Brewin Dolphin

 3:15 – 4:00 Strategic vs Operational (Including Scenario)

Richard Levinge, Director, Ease Training

We have added Safeguarding to the Agenda

Trustees are responsible for safeguarding even if certain aspects of the work are delegated to staff. Trustees should therefore make public their clear commitment to safeguarding by publishing the charity’s safeguarding policy and stating that failure to follow it will be dealt with as a very serious matter.

Trustees should proactively safeguard and promote the well-being and welfare of their charity’s beneficiaries and take reasonable steps to protect these beneficiaries, and others who come into contact with their charity, from harm. This is a key governance priority. Any failure by trustees to manage safeguarding risks adequately would be of serious regulatory concern to the Commission. We may consider this to be misconduct and/or mismanagement in the administration of the charity and it may also be a breach of trustee duty.

Charity Commission December 2017



Costs and Discounts

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

Discounts are available for 2 trustees or more. Please call 01285 770984 or email 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.


Con Alexander, Partner, VWV

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).

Vicky Williams

Details to follow.

Adam Hughes

Details to follow.

Sarah Thorley, Charity GDPR expert, VWV

Sarah is a solicitor in the VWV Commercial team. She works with a broad range of clients including charities, schools and universities on their data protection and information law concern, including handling data breaches and reporting to the ICO. Over the last few months her work has been dominated by advising clients on their GDPR preparation and providing training. Before joining VWV Sarah worked for an education charity, managing the compliance and governance arrangements for 32 schools and the Trust itself.

Tabitha Cave, Partner, VWV

Tabitha leads VWV’s regulatory compliance team. She provides pragmatic advice on regulatory issues at a governance and operational level, on liability, the management of risk, and on reputation protection.  She is instrumental in developing the firm’s range of compliance services for charities. She advises trustees and SLTs on the management of serious incidents and compliance issues, and has considerable expertise in dealing with safeguarding allegations.

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  a member of the 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

Make a Booking


Attendee 1


Our terms can be read here.

Discount available for 2 or more Trustees
Please call

Pin It on Pinterest

Share This