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

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This session will provide a comprehensive summary of trustees’ duties and responsibilities, answering the question: What information do you need as a trustee and what are your legal responsibilities?

  •  October 17, 2023
     9:30 am - 1:00 pm

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.

Registration is at an external URL for this event.

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