Charity Trustee Training incl Safeguarding Bristol 20th June TO BE REARRANGED

20th June 2018 | 9:30 am - 4:00 pm

Email: | Tel: 01285 770984

Veale Wasbrough Vizards LLP
Narrow Quay House, Narrow Quay

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.


9:00 – 9:30 Registration 

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

Con Alexander, Partner, VWV

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

Hannah Arico, Manager (Non-Profits), Crowe Clark Whitehill LLP

11.45 – 12:00 Refreshment break

12:00 – 1:00 Data Protection – GDPR is here – Top tips for Charities

Sarah Thorley, Solicitor, VWV

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  Strategic vs Operational – Charity Governance Code (Including Scenarios)

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

Cost : £150.00 plus VAT (£180.00) 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.


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).

Hannah Arico, Manager (Non-Profits), Crowe Clark Whitehill LLP

Hannah Arico is an Audit Manager at Crowe Clark Whitehill LLP and works solely with clients in the non-profit sector. Hannah trained as a Chartered Accountant with Crowe, and after qualifying left to gain experience outside of the firm with EY, before returning to specialise in non-profits. Hannah’s clients include a mix of small and medium sized charities in a variety of sectors including healthcare, arts and culture and education.


Sarah Thorley

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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

Bookings are closed for this event.

Discounts are available for 2 delegates or more.

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