Charity Trustee Training incl Safeguarding Bristol 7th March 2019

7th March 2019 | 9:30 am - 4:00 pm

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

Veale Wasbrough Vizards LLP
Narrow Quay House, Narrow Quay
Bristol

BS1 4QA
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   Financial Duties (Including Scenario)

Marie Langan, Project Manager for the South West, Cranfield Trust

11:00 – 11:15 Refreshment break

11:15 – 12:15  Legal duties (including scenario)

Emma-Jane Dalley, Partner, VWV

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

Russell Hooper,Assistant Director (charities), Brewin Dolphin

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

Richard Levinge, Director, Ease Training

 

We have included Safeguarding on the Agenda – a key theme for the Charity Commission

‘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.

This is a key governance priority. Any failure by trustees to manage safeguarding risks adequately would be of serious regulatory concern to the Commission. ‘

Charity Commission October 2018

Recent testimonials (see website)

Thank you all for a really useful and informative course yesterday. I thought I was reasonably up to date, but it was good to learn new things as well as being refreshed. I liked the format and also all the speakers were very good. I shall encourage more Trustees from other Boards to attend.

Charity Trustee Training  October 2018

I found the training relevant, interesting and most enjoyable. You covered some serious governance issues with the a very good balance of gravitas and humour, so delegates found the content suitably important but not foreboding – which is a hard balance to strike. The Chair will concur that we had some Trustees who aren’t normally huge fans of ‘external intervention’ waxing lyrical about the session, which is no mean feat.

Bespoke Charity Training November 2018

 

Cost : £160.00 plus VAT (£192.00) per delegate.

Discounts are available for 2 or more delegates. Please call 0780 947 8248 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.

Speakers

Emma-Jane Dalley, Partner, VWV

Emma-Jane advises a wide range of organisations in the education and healthcare sectors on all aspects of charity, company and trust law. She has particular experience advising clients in these sectors in relation to major strategic change, constitutional review, maximising assets, mergers, disposals, acquisitions and good governance.

Marie Langan, Project Manager for the South West, Cranfield Trust

Marie is a Fellow of the Institute of Chartered Accountants in England and Wales (“ICAEW”) with 30 years of accounting and auditing experience in Big Four and Top 20 firms in the UK and US, also specialising in business development, risk management and corporate governance. She has audited charities and has acted as Treasurer, Vice Chair and Chair on the Board of Trustees of a law centre. At The Cranfield Trust, Marie oversees pro bono management consultancy projects in the South West delivered by volunteers from the business community.

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.

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 Governance 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

£160.00

Attendee 1

Cheque
BACS

Our terms can be read here.


Discounts are available for 2 delegates or more.

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