Trustee Training: What Every Trustee Should Know
30th March 2023 @ 9:30am, Online

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?

  •  March 30, 2023
     9:30 am - 1:00 pm

Speakers: Cazenove Charities, Farrer & Co, haysmacintyre

Please register using the button below.

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
  • Trading: the ground rules and the use of subsidiary companies
  • Recent regulatory developments
  • Governance best practice


We're sorry, but all tickets sales have ended because the event is expired.

Awards and Accreditations

The Sunday Times Best Places to Work 2024
Accounting Excellence Large Firm of the Year 2023
eprivateclient top accountancy firm 2023

Get in touch