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Charity Trustee Training 7th November London Fully Booked

7th November 2017 | 9:30 am - 3:30 pm

Email: | Tel: 01285 770984

Charles Russell Speechlys LLP
5 Fleet Place
United Kingdom
Useful for new Trustees and as a refresher for existing Trustees. Also suitable for Senior Management Teams. Gives Trustees the essential knowledge about their statutory and other responsibilities, covering legal and financial duties and strategic behaviour. This will include sections on Data Protection, GDPR,Investment Compliance, Cyber Crime, and the new Charity Governance Code.


9:30 – 10:00 Registration 
10:00 – 11:00 Legal Duties (including scenario)

Mike Scott, Partner,Charles Russell Speechlys

11:00 – 11:10 Refreshment Break and Networking
11:10- 12:10 Financial Duties (including scenario)

Chloe Bilby, Specialist Accountant (Non-Profits), Crowe Clark Whitehill LLP

12:10 – 12:50 The Risk of Cyber Crime

Eoghan Daly,Manager Forensic and Counter Fraud Services,Crowe Clark Whitehill LLP

12:50 – 1:10 Lunch
1:10 – 1:50 Data Protection and GDPR

Jonathan McDonald, Senior Associate, Charles Russell Speechlys, Data Protection specialist

1:50 – 2:30   Investment Duties – Trustee Investment Governance

Ruth Murphy, Head of Charities, Brewin Dolphin

2:30 – 3:15  Strategic v Operational.  Charity Governance Code,Trustee Behaviour, Code of Conduct  and Scenarios

Richard Levinge, Director, Ease Training

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

Discounts are available for 2 trustees or more. Please call for details.

Payment by BACS or cheque. Please complete the booking form below and we will shortly send you an invoice, or alternatively call 01242 698809.




Mike Scott, Partner, Charles Russell Speechlys LLP

Mike is head of the Charles Russell Speechlys Charities and Not for Profit Group. 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.

Chloe Bilby, Specialist Accountant (Non Profits) Crowe Clark Whitehill LLP

Chloe Bilby is an experienced audit manager in the Non Profit team of Crowe Clark Whitehill LLP. Chloe joined Crowe in 2014, having trained and qualified in a general practice, to specialise and focus on her underlying passion for the not-for-profit sector. Since then she has worked on a range of schools, academies, national and global charities of all shapes and sizes.


Eoghan Daly,Senior Manager Forensic and Counter Fraud Services ,Crowe Clark Whitehill LLP

Eoghan is an experienced project manager and has worked with organisations across the private and public sector. His experience includes the delivery of complex and multi-stakeholder projects related to a wide variety of topics. Eoghan led the development of Crowe’s cybercrime and data protection services. He has spoken widely on the topic of counter fraud and cybercrime and how organisations can apply good practice to strengthen resilience.

Ruth Murphy, Head of Charities,  Brewin Dolphin

Ruth Murphy joined Brewin Dolphin  in 2011 and is also a member of the Stewardship Group and Corporate Responsibility Committee. Ruth previously worked at Newton Investment Management Ltd, the Charities Aid Foundation and disability charity SCOPE. She is a trustee of a grant making charitable trust; and a member of a church finance committee.

Richard Levinge, Director, Ease Training

Richard Levinge is the Director and founder of Ease Training. Richard has been Chair of a charity and is Chair of Governors at a large Special school. Richard has a passion for practical training based on many years training experience.

Make a Booking

This event is fully booked.

Discount for 2 or more Trustees - Please enquire

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