charity trustee induction and refresher training

details

This course is designed to assist your charity comply with best practice to induct and refresh charity trustees, so that they can make a full contribution as a trustee of your charity. Charitable independent school and academy trust company governors or directors are trustees and are very welcome.

Trustees must know and understand:

  • their role in your charity
  • their legal and ethical responsibilities
  • that they are accountable for their actions

The Charity Commission for its part wants to know what efforts charities have made to ensure that trustees are trained and inducted to fulfil their role as trustee and expect details to be included in the Annual Report.

This course is run on a rolling programme basis to enable you to plan for trustee succession and include it in your annual training programme, and comply with best practice and reporting.

dates and venues

Training will be arranged in London, Southampton and Oxford with the next scheduled training dates being:

  • Tuesday 3 July 2012 - Oxford

You will be advised of future times, dates and venues in good time.

For larger organisations, we may be able to offer in-house training.

Click here to download our trustee training brochure.

seminar programme

9.30  am    Registration with tea and coffee
10.00 am

Welcome and introduction

 

understanding your governing documents

trustees will be asked to bring along governing documents and this will be an interactive session identifying the key elements of the governing document, assisting the trustees to identify the extent of their powers and understand the structure of their organisation

the duties of trustees

a practical review of governance responsibilities and personal liability

11.30 am Coffee break
 

charity regulation

a basic introduction to the sources of income for charities, understanding financial reports and investment policies  
   
charity employment

considering trustee responsibilities in the recruitment, management and dismissal of staff, including volunteers

1.00 pm Lunch
2.00 pm Close

cost

The half-day training course costs £100 + VAT per delegate.  A discount of 25% will be offered for organisation that register five or more delegates.

The price includes a buffet lunch, refreshments and a presentation folder of course materials.  Upon acceptance, an invoice will be prepared and issued. Payment can be made either by cheque or by credit card. To make payment by credit card once the invoice has been received, please contact a member of credit control on 023 9222 1122. Your place will be confirmed upon receipt of payment.

We recognise that on occasions delegates will book onto events and subsequently find that they are unable to attend. We therefore provide the following guidance.

If you notify the events team of your cancellation up to one week prior to the event, we will provide a full refund or offer a transfer of credit for another event.

If you notify the events team of your cancellation less than one week prior to the event the full cost will be payable.

Where you have booked a place at an event and do not attend without notifying the events team of your cancellation the full fee will be payable.

Similarly we will, on occasion, find it necessary to cancel an event. When this need arises we are committed to taking positive steps to alert you to the cancellation as soon as possible.

For more information about this event please contact Kelly Benfield at kelly.benfield@bllaw.co.uk or call her on 01865 253268.