Charity Trustee Training incl Safeguarding November 7th Birmingham

7th November 2018 | 9:30 am - 4:00 pm

Email: richard@easetraining.co.uk | Tel: 01285 770984

Brewin Dolphin
9 Colmore Row
Birmingham
West Midlands
B3 2BJ
With updated content for new and existing Trustees, and Charity Senior Management, this workshop will cover the statutory and other responsibilities for Trustees and the executive.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. A Charity Commission update will cover the latest enquiries and concerns.

PROGRAMME

9:30- 10:00 Registration 

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

Con Alexander, Partner, VWV

11:00 – 11:15 Refreshment break

11:15 – 12:15  Financial Duties (Including Scenario)

Adam Hughes,Crowe

12:15 – 1:00 Strategic v Operational, Code of Conduct, Scenarios 1

Richard Levinge, Director, Ease Training

1:00 – 1:30 Lunch and Networking

1:30 – 2:30 Safeguarding – Understanding the Trustees role  and Responsibility

Tabitha Cave, Partner ,VWV

2:30 – 3:15 Investment Duties

Ian Burrows, Divisional Director (Charities),  Brewin Dolphin

3:15 – 4:00  Charity Commission Update – the latest,  Scenarios 2

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 richard@easetraining.co.uk 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.

Speakers

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).

Adam Hughes,Charity Specialist Accountant

Adam has a wide range of knowledge in accounting and auditing for non-profit organisations. He has worked with a range of charities, membership organisations and INGOs as well as corporates.He manages a number of charity clients in the Midlands including The Diocese of Birmingham Educational Trust, Accessible Transport Group, Coventry Diocesan Board and Finance, Groundwork West Midlands, Islamic Relief Worldwide and World Vision UK.Adam is currently a Trustee of ‘Changing our Lives’, a rights based organisation who work with disabled people and people with mental health difficulties.

 

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

Bookings are closed for this event.

Discount available for 2 or more Trustees
Please call

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