About this webinar

29th April, 2025
10:00 am - 12:00 pm
Online

2025 trustee training programme

In collaboration with BHP, we are delighted to invite you to our 2025 Trustee Training Programme—an essential opportunity for both new and experienced trustees to deepen their understanding of their legal and financial responsibilities. These informative and practical online webinars will equip you with the knowledge and confidence needed to fulfil your role effectively.

Why attend?

Whether you are stepping into your role as a trustee for the first time or looking to refresh your knowledge, this programme is designed to provide valuable insights and practical guidance. You will:

  • Gain a clear understanding of trustee responsibilities, legal structures, and governance principles.
  • Learn how to navigate financial management, including reserves policies and reporting obligations.
  • Receive expert advice on making informed decisions and mitigating risks in the charity sector.

Spaces are limited—secure your spot today to ensure you don’t miss this invaluable training!

Expert speakers

We are pleased to be joined by leading professionals in charity governance and finance:

  • Laura Masheder, Charity Partner at BHP
  • Rachel Heath, Director at BHP
  • Catherine Rustomji, Partner and Head of Charities at Shakespeare Martineau

Session details

Introductory Session: 29th April 10.00am – 12.00pm

An introduction to financial and legal responsibilities of trustees – particularly useful for newly appointed trustees or those seeking a refresher session. This session will cover the legal aspects of different charitable legal structures, an explanation of terminology and a practical overview of the legal duties and responsibilities of trustees, including the specific standards against which they are measured. Key areas in terms of financial responsibilities cover understanding the different types of funds a charity can hold, an overview of the key aspects of financial management including reserves policies, the use of trading subsidiaries and trustees’ responsibilities for serious incident reporting to the Charity Commission.

Advanced Session: 15th May 10.00am – 12.00pm.

The advanced session takes a more in-depth look at charity governance including the principles of good decision-making, collective responsibility and duties of confidentiality. It will also cover financial issues, including a brief reminder of some of the introductory principals, financial procedures and controls, a more in depth look at reserves policies, the need to carry reserves and managing your charity through challenging times. This includes the things you need to think about as many organisations look to diversify and do things differently, including the risk of operating outside your charitable objects and tax considerations. 

Please note that by clicking on the booking link you will be re-directed to the BHP website.

Secure your spot today – spaces are filling quickly and early registration guarantees your place at this unmissable event.
Register Today

Our speakers

Catherine Rustomji

Partner & Head of Charities

Rachel Heath

Director

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