Trustee Training: What Every Trustee Should Know
30th March 2022 @ 09:30, Online


haysmacintyre, Farrer & Co and Cazenove Charities are hosting a comprehensive programme of training sessions for both new and experienced trustees.

  •  March 30, 2022
     10:30 am - 2:00 pm

This session will provide a comprehensive summary of trustees’ duties and responsibilities and will cover issues such as:

  • What information do you need as a trustee and what are your legal responsibilities?
  • 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

Please note that as these events have limited capacity, they are intended only for charity trustees and relevant charity employees.

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