Understanding Governance Stage 1: The Trustee Role

14–15 January 2021

A course for new and experienced 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.  

If you are new to the role of being a charity trustee, this 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

    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

PART A (Please note: We will start promptly so please join early to check all the IT is OK and you are connected.  All other times are approximate for guidance purposes only)
 
9.55am
Log in to ensure prompt start at 10am
10.00am
 
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
10.15am
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. 30pm
Lunch
1.00pm  
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
2.15pm  
End
NOTE: There will be a short comfort break at about 11.30am
 
PART B
Please read the case study before you join PART B
 
9.55am
Log in to ensure prompt start at 10am
10.00am
Case study
11.00am
Break
11.10am
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. 30pm
End

Prices

 
Governance & Leadership subscriber - £195
Standard rate - £235
Non-charity Governance & Leadership subscriber- £300
Corporate rate- £400
 
(prices exc VAT)
 
For group bookings email [email protected] 

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).