Charity Finance Banking Survey 2024

The questionnaire is now open for responses. Share your views by 28th February to receive a free copy of the published survey report and one lucky person will also win a £100 John Lewis voucher.


Understanding Governance Stage 1: The Trustee Role - Jan 2024

18–19 January 2024

Governance fundamentals for new and experienced trustees.

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.

A £40 discount is available to Governance & Leadership subscribers.

This course is now sold out, the next Understanding Governance Stage 1 course is on 29-30 February, find out more here.


  • John Williams

    John has a professional background originally in marketing and corporate communications.
    For the last 20 years he has been actively involved in the charity sector, as a Chair, trustee, consultant and regulator.  He served for five years as Charity Commissioner and, more recently, for eight years as trustee and Vice Chair of the Association of Chairs. 
    John has been a regular conference speaker and is a former columnist for Governance & Leadership magazine.


Log in to ensure prompt start at 10am
The changing environment in which trustees and charities have to operate
CC3 – Duties of trustees
  • 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
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
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
NOTE: There will be a short comfort break at about 11.30am
Please read the case study before you join PART B
Log in to ensure prompt start at 10am
Case study
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


Please note, this programme is subject to change.


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



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

Joe Curran

Resources Director


An extremely useful course with excellent materials



(prices exc VAT)

Governance & Leadership subscriber - £195
Standard rate - £235
Non-charity Governance & Leadership subscriber- £300
Non-charity delegate- £400

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).