Trustee Training – Charity Trustees: Roles and Responsibilities
17th October 2023 @ 9:30, Online

Speakers for this session include:

• Tom Brain, Director, haysmacintyre
• Amelia Thornton, Portfolio Manager, Cazenove Capital
• Elizabeth Jones, Partner, and Joseph Harris, Associate, Farrer & Co

We will cover issues such as:

• The framework within which charities operate:
  • The legal structures used by charities, the regulation of charities, the role of the Charity Commission, and the public benefit requirement
• Trustees’ duties, responsibilities and potential liabilities, and the role of the chairperson
• Responsibilities for identifying and managing risk
• Charity accounting: the accounting and reporting framework, ‘unravelling the jargon’, preparation of accounts, ensuring you receive the right financial information, and the role of trustees and audit committee
• Charity funds, investments, and banking
• Fundraising: the ground rules; the role of professionals, and corporate support
• An update on Trustee investment thinking in the sector
• Trading: the ground rules and the use of subsidiary companies
• Recent regulatory developments including the updated CC14
• Governance best practice

Please register using the button below.