Charity Trustee Training Incl Safeguarding Tuesday 7th May Cheltenham – rearranged date

7th May 2019 | 9:30 am - 3:30 pm

Email: | Tel: 01285 770984

Charles Russell,Speechlys LLP,
Compass House, Lypiatt Road,
GL50 2QJ

Price: £ 160.00 +VAT

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. Investment duties are outlined. There will also be a Charity Commission update.

Number of Places:

22 in stock

Price: £ 160.00 +VAT
Places Available: 22
Number of Places:


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 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



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

Price: £ 160.00 +VAT
Discount available for 2 or more Trustees
Please call

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