We are delighted to share with you the dates for our 2026 trustee training programme.
These informative and practical online webinars offer a comprehensive introduction for new trustees, as well as a useful refresher for existing trustees, ensuring they are fully aware of their legal and financial responsibilities.
The advanced session will also look in further detail at some of the key responsibilities for charity trustees and provide practical guidance and tips to help you manage some of the challenges in the sector.
Speakers
The speakers will be Charity Directors Rachel Heath and Nicola O’Sullivan from BHP, as well as Catherine Rustomji, Partner and Head of Charities at Shakespeare Martineau.
Introductory Session: 5 May 9.30am-12pm
An introduction to financial and legal responsibilities of trustees – particularly useful for newly appointed trustees or those seeking a refresher session.
This session will cover the key features of different charitable legal structures, an explanation of terminology and a practical overview of the legal duties and responsibilities of trustees, including the specific standards against which they are measured and how to demonstrate good governance.
Key areas in terms of financial responsibilities cover understanding the different types of funds a charity can hold, an overview of the key aspects of financial management including reserves policies, the use of trading subsidiaries and trustees’ responsibilities for serious incident reporting to the Charity Commission.
Advanced Session: 19 May 9.30am-12pm
The advanced session takes a more in-depth look at charity governance including:
- collective decision-making and collective responsibility,
- conflicts of interest, the role of the Chair and Board dynamics, and
- delegation, including oversight and reporting back.
To book
Introductory session – 5 May 2026
Advanced session – 19 May 2026
This material is for informational purposes only and should not be relied upon as professional advice.
