We are delighted to share with you the dates for our 2024 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 from BHP will be Laura Masheder, Charity Partner and Rachel Heath, Director, as well as Catherine Rustomji, Partner and Head of Charities at Shakespeare Martineau.
Dates
18 April 10.00am – 12.30pm. Introductory Session
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 legal aspects 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. Key areas in terms of financial responsibilities cover the content of the trustees’ report, 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.
14 May 10.00am – 12.30pm. Advanced Session
The advanced session takes a more in-depth look at charity governance including the principles of good decision-making, collective responsibility and duties of confidentiality. It will also cover financial issues, including a brief reminder of some of the introductory principals, financial procedures and controls, a more in depth look at reserves policies, the need to carry reserves and managing your charity through challenging times. This includes the things you need to think about as many organisations look to diversify and do things differently, including the risk of operating outside your charitable objects and tax considerations.
How to book
This event is free to attend. To book your place, please click the relevant link below
18 April: Introductory session
14 May: Advanced session
