Introductory Trustee Training Session

Charities | Webinar

About This Webinar

Wednesday 26 April 10:00 am

We are delighted to share with you the dates for our 2023 trustee training programme.

These informative and practical online webinars offer a comprehensive introduction for new trustees, as well as a useful refresher for existing trustees, ensuring they are fully aware of their legal and financial responsibilities.

We will also offer advanced sessions look in further detail at some of the key responsibilities for charity trustees and provide practical guidance on some key challenges facing charities at the current time.

Introductory Session

This session is an introduction to the 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 the trustees' report, understanding the different types of funds, financial management, reserves policies, the use of trading subsidiaries and serious incident reporting.

Please get in contact if you have any questions prior to the sessions.

Also, look out for our two upcoming Advanced Trustee Training Sessions that take place on Wednesday 24 May, at 10:00 am & Wednesday 7 June, at 2:00 pm.

Our Speaker

Catherine Rustomji

Partner & Head of Charities

Safeguarding your estate for future generations

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