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


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

  • March 30, 2022
    9:30 am - 5:00 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.

The full programme can be viewed here.


Venue Phone: 020 7658 3636

Venue Website:

Cazenove Capital, 1 London Wall Place, London, London, City of, EC2Y 5AU, United Kingdom


We look forward to seeing you at the event.

Details Price Qty
Registrationshow details + £0.00 (GBP)  

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