9:30- 10:00 Registration
10:00 – 11:00 Legal Duties (Including Scenario)
Mike Scott, Consultant, Charles Russell Speechlys.
11:00 – 11:15 Refreshment break
11:15 – 12:15 Financial Duties (Including Scenario)
Lauren Adler, Chartered Accountant, Crowe LLP
12:15- 1:00 Investment Duties
Russell Hooper,Assistant Director – Charities, Brewin Dolphin
1:00 – 1:30 Lunch and Networking
1:30 – 2:30 Safeguarding – what your charity needs to consider and do
Jane Bee, Safeguarding expert
2:30 – 3:30 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.
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 December 2017
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
Costs and Discounts
Cost : £150.00 plus VAT (£180.00) per delegate.
Discounts are available for 2 trustees or more. Please call 0780 947 8248 or email firstname.lastname@example.org 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.
Mike Scott, Consultant and Charity Expert,
Mike Scott was head of the Charles Russell Speechlys LLP charities and Not for Profit group for many years. He is a corporate and commercial lawyer who specialises in advising companies limited by guarantee and chartered bodies, charities and the wider not-for-profit sector on a full range of corporate and commercial issues
Lauren Adler, Charity Specialist and Chartered Accountant
Lauren Adler is an Assistant Audit Manager at Crowe U.K. LLP and works solely with clients in the non-profit sector. Lauren’s clients include a mix of small and medium sized charities In a variety of sectors, including INGOs, education, grant-makers and research bodies. Lauren is also a trustee herself of a local charity.
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 hasfocussed on Charity and Institutional accounts.
Jane Bee, Associate, Ease Training
Jane has worked in Safeguarding and Child Protection for 17 years and was the manager for Safeguarding in Education for the Gloucestershire Safeguarding Children Board (GSCB). Jane is experienced in delivering training on all kinds of safeguarding subjects. Jane has worked managing allegations of abuse against members of staff and volunteers as Gloucestershire’s Local Authority Designated Officer (LADO) for 12 years. She was elected the first National LADO Network Chair in 2016.
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