Risk Management for Trustees

26 November 2020

This course is a non-technical introduction to risk and risk management for trustees.

We know how important it is for trustees and charity leaders to keep up-to-date with regulations and governance guidelines, particularly during challenging times. We are therefore delighted to announce that this training course will be taking place online. 

In an era of increasing concern regarding liabilities, litigation, regulatory compliance and reputational risk, charities are coming under greater scrutiny than ever. Boardroom competency in identifying, managing and mitigating risk is now a required skill and trustees must be able to scrutinise their executive and professional advisors’ management of risk, as well as being able to apply the same tools and techniques to their own decision making.

This course is a non-technical introduction to risk and risk management designed to enable trustees to understand and manage risk generally, but with a  focus on risks related to governance, employment, assets, service users and third parties. By the end of the day, you will be better equipped to interact effectively with professional advisors and regulators, hold your executive to account, improve your own decision making and govern your organisation’s risk management activities. 

Speakers

  • Dorothy Dalton

    Editor

    Dorothy Dalton is a leading expert on governance. She has written several books on the subject. She was founding editor of Governance: essential information for effective trustees – a post she held 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. From 2000 to 2003 she was a non-executive director of the Inland Revenue.

    She is currently Chair of Governors of the Petchey Academy in Hackney. She has been a trustee of many charities including Marie Curie and has been chair of trustees of the Journey of a Lifetime Trust (JoLt) and chairman of governors of Orley Farm School Trust. She is a fellow of the Leadership Trust Foundation and of International Students House. She founded the Journey of a Lifetime Trust (JoLt), the Network of Women Chairs, and Groundbreakers: Voluntary sector women leaders. 

Programme

9:30
Introductions
 Understanding your needs and aspirations
 Introduction to Risk and Risk Management
  • What is Risk?
  • What is Risk Management?
  • The Human Factor
  • Why and how things go wrong … and right
11:00
Break
11:45
Risk Management for Charitable Boards
  • Defining your Risk Universe
  • Defining your Risk Appetite
  • Building and Using your Risk Register
  • Risk Taking and Decision Making
 Building Resilience in your organisation
 
13:15
Lunch
14:00
Risk Management for Charities and Charitable Trustees
  • Accountability and “Ownership”
  • Risks related to Trusteeship
    • Governance and Compliance Risks
    • Strategic Risk
    • Regulatory Risk
    • Reputational Risk
  • Charities and Risk
Q&A
Wrap Up
15:30
End

Testimonials

This course was full of useful information and a good foundation for future board action.
John Watkins, trustee, CLC International

Great course, great presenter, great location
Wayne Weedon, trustee, Carers Trust Cambridgeshire

Pitched perfectly for me. Excellent knowledge and delivery. Workshop scenarios had us put learning into practice
Rob Dance, trustee & treasurer, Wild Oxfordshire

Engaging and very interesting useful content, workshop was great
Roberta Cole, trustee, KCIL

Very informative and presented in a manner which was practical and relevant
Patrick Stewart, trustee, Kent, Surrey & Sussex Air Ambulance Trust

A very good combination of theory and practical exercises
Jennie Collins, trustee, World Vision UK

Course could have been quite dull – brought alive by examples of great interest
Jan Warren, trustee, Motor Neurone Disease Association

Good pace, appropriate material and plenty of opportunity to ask pertinent questions. All trustees should attend this course as an introduction or refresher to their role.
June Gates, CEO, Sebastian’s Action Trust

Having just moved out of managing risk in the business world, I found this course excellent to put this into a third sector context. Very relevant and enjoyable.
Andrew Kerswill, chair, Heathrow Community Fund

Excellent course covered all the subjects I wanted to cover – all in a day and perfect timing for me
Carol Riddington, trustee, The Grange Centre

Well-delivered with applicable examples
Kulsoum Yusuf, chair, Karma Nirvana

A great introduction to risk management
Mark Parsons, trustee, World Vision UK

Prices

(prices exc VAT)

Governance & Leadership subscriber - £119
Standard rate - £159
Non-charity Governance & Leadership subscriber- £300
Non-charity delegate- £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).

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