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)
Specialist Charity Chartered Accountant, Crowe LLP
12:15- 1:00 Investment Duties
Ian Burrows – Divisional 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) and Trusted Charity
Richard Levinge, Director, Ease Training and Barrie Wyatt, Trusted Charity Implementer for the NCVO
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)
The charity trustee training was extremely informative and useful – I would highly recommend it to both new and experienced trustees. There was an enormous amount of content packed into the day, and all extremely relevant and up to date. Each one of the experts was engaging and interesting, so it was always easy to follow. All in all, a very valuable and enjoyable day – thank you.’ Relate Avon
Charity Trustee Training Bristol March 2019
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. Cintre Bristol.
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
To be confirmed Charity Specialist and Chartered Accountant
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.
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: @easetrainingBOOK NOW