Charity Trustee Update Conference – Oxford 23rd January 2019

23rd January 2019 | 9:30 am - 4:00 pm

Email: | Tel: 01285 770984

Brewin Dophin
7th Floor Seacourt Tower, West Way,

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, including Cyber risk – a growing challenge.


9:30- 10:00 Registration 

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

Mike Scott,Charles Russell Speechlys

11:00 – 11:15 Refreshment break

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

Speaker to be confirmed

12:15 – 1:00 Cyber Risk – a real threat to charities

David Woodfine,Cyber Security Associates

1:00 – 1:30 Lunch and Networking

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

Jane Bee, Safeguarding consultant

2:30 – 3:15 Investment Duties

Ian Burrows, Divisional Director (Charities),  Brewin Dolphin

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

Richard Levinge, Director, Ease Training


We have included Safeguarding and Cyber Risk following recent Charity Commission concern

‘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

Cyber threats can come from many sources, which are traditionally external and internal.  It is important to note that internal threats can be both deliberate and accidental, and through good training and awareness, robust processes and having suitable technological measures in place can help to protect your charity against the growing number and type of cyber threats.

Cyber Security Associates September 2018


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 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


Details to follow

David Woodfine

David Woodfine has been working in the Information Security and Systems environment for the past 25 years, firstly as a commissioned officer in the Royal Air Force and more recently as a Cyber Consultant in the commercial sector. As a qualified Certified Information Systems Security professional and Chartered Engineer, David has a great deal of experience and knowledge in assessing how any charity can approach the complex problem of cyber security. With extensive change and project management skills, David will take a charity through the challenge of dealing with cyber security.

Jane Bee

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.

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


Attendee 1


Our terms can be read here.

Discount available for 2 or more Trustees
Please call

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