9:30- 10:00 Registration
10:00 – 11:00 Legal Duties (Including Scenario)
Con Alexander, Head of Charities, VWV
11:00 – 11:15 Refreshment break
11:15 – 12:15 Financial Duties (Including Scenario)
Rebecca Crowther, Crowe Not for Profit Team
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 – Understanding the Trustees role and Responsibility
Tabitha Cave, Partner ,VWV
2:30 – 3:15 Cyber Risk – what is it? the impact? how to mitigate?
On line training
3:15 – 4:00 Charity Commission Update – the latest, Scenarios 2
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)
‘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
Con Alexander, Partner, VWV
Con has advised charities of all kinds for more than 15 years and specialises in helping clients with the governance and the strategic challenges that they face. Con acts for clients across the charity sector, from small social enterprises to universities and charities operating nationally and internationally. He is a member of the Charity Law Association and has sat on a number of CLA working parties. Con is also the author of ‘Charity Governance’ (published by Jordans).
Rebecca Crowther, Not for Profit Audit Manager,Crowe
Rebecca Crowther is an Audit Manager in the Cheltenham office of Crowe UK LLP. Rebecca trained and qualified with the firm and has worked with a wide range of commercial and non-profit clients. Rebecca made the decision to leave Crowe in December 2013 in order to gain experience of working outside of practice and worked as a Director of Finance within an Academy. During her time at the Academy Trust she was a key member of the management team overseeing the schools conversion from Voluntary Aided to Academy status. Rebecca returned to Crowe in 2016 and has built a mixed portfolio as she is able to draw upon previous corporate and manufacturing experience, and her practical experience of working in an Academy Trust.
Tabitha Cave, Partner, VWV
Tabitha leads VWV’s regulatory compliance team. She provides pragmatic advice on regulatory issues at a governance and operational level, on liability, the management of risk, and on reputation protection. She is instrumental in developing the firm’s range of compliance services for charities. She advises trustees and SLTs on the management of serious incidents and compliance issues, and has considerable expertise in dealing with safeguarding allegations.
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 several Boards 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. He has successfully recruited a number of trustees and assists organisations with focussed recruiting.
Discount available for 2 or more delegates. Please call Richard on 01285 770984 or email firstname.lastname@example.orgBOOK NOW