Understanding Governance Stage 1: The Trustee Role 15-07-2020

15–16 July 2020

A course for new and experienced trustees

If you are new to the role of being a charity trustee, this one-day course will provide the perfect introduction, while experienced trustees will also benefit from a refresher of their responsibilities and comprehensive updates on evolving elements of the trustee role.

Speakers

  • Dorothy Dalton

    Dorothy Dalton is a leading expert on governance who has written several books on the subject. She was editor of Governance: essential information for effective trustees from July 2005 to January 2016.

    With a ‘first’ in mathematics, Dorothy, a former Headteacher, was chief executive of ACEVO, the association of chief executives of voluntary organisation from 1992 to 2000. She is currently chair of trustees at the Royal National Orthopaedic Hospital Charity. She has been a trustee of many charities including Marie Curie and has been chair of governors of the Petchey Academy in Hackney, chair of trustees of the Journey of a Lifetime Trust (JoLt) and chair of governors of Orley Farm School Trust. From 2000 to 2003 she was a non-executive director of the Inland Revenue. She was a fellow of the Leadership Trust Foundation and of International Students House. She is a life fellow of the RSA. She founded the Journey of a Lifetime Trust (JoLt), the Network of Women Chairs, and Groundbreakers: Voluntary sector women leaders. 

    Dorothy was awarded the Leonard Cheshire Lifetime Achievement Award for enabling disabled people. She was nominated for the 1995 UK Woman of Europe Award for her work in the Voluntary Sector and she is an Honorary Life Member of ACEVO.

    Dorothy has a passion for travel. During her spare time, from 1983 to 2010, Dorothy organised and led month-long challenging expeditions for disabled and disadvantaged teenagers to remote corners of the world. She continues to participates in other expeditions (many of which she organises herself)  including  crossing the Bayuda  Desert by camel, and canoeing, kayaking and white-water rafting the Zambezi between Zimbabwe and Zambia. 

    Publications written by Dorothy:
    •    Financial Governance: a gentle guide for the non-financial charity trustee
    •    Good Governance: a practical guide for trustees, chairs and CEOs 
    •    Recruiting a New Chief Executive: a guide for chairs and trustees
    •    The Board’s Responsibility for Appraising the Chief Executive
    •    Good Governance: The Chair’s Role
    •    Good Governance: The Chief Executive’s Role

    www.dorothydaltongovernance.com

Programme

9 June 2020
9:55
Log in to ensure prompt start at 10am
10.00
 
Introductions
The changing environment in which trustees and charities have to operate
CC3 – Duties of trustees
Including:
  • collective authority and responsibility of trustees
  • acting solely in the interests of the charity
  • not benefiting
When trustees can be personally liable
Duties of Company Directors
11.00
Break
11.10
Re-join
What is governance?
  • The relationship between governance and management
  • Trustees’ role description
  • Success and failure of organisations and the link with governance
  • Three different models of governance and what each has to offer
12. 15
Lunch
12.45
Information needs of trustees
  • When too much detail is dangerous – when detail could be important
  • What should be in a CEO’s report to the board
  • Basic rules for board papers
Planning the work of the board
  • Why planning of the board work programme is vital to help trustees fulfil their duties and responsibilities
  • One way to plan the work of the board
14:00
End
 
10 June 2020
This session will be based around a case study which you will be asked to read before joining. 
9.55
Log in to ensure prompt start at 10am
10.00
Case study
11.00
Break
11.10
Re-join
Relationships with your chief executive and chair of trustees
  • holding the CEO to account without meddling in management;
  • getting the right balance between support and constructive challenge;
  • Julia Unwin’s 5S model for high performance boards
12. 30
End

Testimonials

Caroline Thomas

Trustee And Hon. General Secretary

Casualties Union

I now feel more confident that my charity is functioning well and have taken dozens of tips and ideas away for doing even better

Liz Gould

Trustee

JWA

Every trustee should attend one of these courses if they are to do their job properly

Joe Curran

Resources Director

Interights

An extremely useful course with excellent materials

 

Prices

(prices exc VAT)

Governance & Leadership subscriber - £119

Standard rate - £159

Corporate Governance & Leadership subscriber- £300

Corporate rate- £400

For group bookings email [email protected] or call 020 7819 1208

Terms & Conditions

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).