Training / Workshop

Charity Trustee Training Including Safeguarding

09:30 – 17:30
Brewin Dolphin, 9 Colmore Row, Birmingham, West Midlands, B3 2BJ
Ease Training

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This event for new and existing Trustees, and Charity Senior Management, delivers the latest knowledge about statutory and other responsibilities.

Safeguarding is a key issue and responsibility for all Charities and is very much in the spotlight.

Legal and financial duties will be covered. Strategic v operational behaviours are discussed with scenarios from recent events. Investment duties are outlined. There will also be a Charity Commission update.


9:30- 10:00 Registration

10:00 – 11:00 Financial Duties (Including Scenario)

Shivaji Shiva, Partner VWV, Charity and not for Profit specialist

11:00 – 11:15 Refreshment break

11:15 – 12:15 Legal Duties (Including Scenario)

tbc, Chartered Accountant Crowe

12:15 – 1:00 Strategic v Operational, Code of Conduct, Scenarios 1

Richard Levinge, Director, Ease Training

1:00 – 1:30 Lunch and Networking

1:30 – 2:30 Safeguarding – Understanding the Trustees role and Responsibility

Tabitha Cave, Partner ,VWV

2:30 – 3:15 Investment Duties

Ian Burrows, Divisional Director (Charities), Brewin Dolphin

3:15 – 4:00 Charity Commission Update – the latest, Scenarios 2

Richard Levinge, Director, Ease Training

Safeguarding is included on the Agenda – a key theme for the Charity Commission.

‘Trustees are responsible for safeguarding even if certain aspects of the work are delegated to staff. Trustees should therefore make public their clear commitment to safeguarding by publishing the charity’s safeguarding policy and stating that failure to follow it will be dealt with as a very serious matter.

This is a key governance priority. Any failure by trustees to manage safeguarding risks adequately would be of serious regulatory concern to the Commission. ‘

Charity Commission October 2018

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