Understanding Governance Stage 1: The Trustee Role

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

This course will take place online via Zoom.

Subscribers to Governance & Leadership magazine can benefit from a £40 discount.

Speakers

Lynn Cadman

Freelance Governance Consultant

Lynn has nearly 20 years’ experience in the not-for-profit sector, including seven years at the Charity Commission, and provides governance consultancy advice and training to charities of all different shapes and sizes. She has also worked as an in-house expert, including as Head of a new Department at the Royal British Legion. Lynn is a trustee of a large charity which works internationally and is also a lay member of the Charity Law Association. She has been involved in writing Getting on Board’s practical guides on recruiting and becoming a trustee and the ICAEW’s online trustee training modules. Lynn is also an Associate at Edward Connor Solicitors, Professional Governance Services Ltd and Getting on Board. In September 2021 she completed a MSc in Voluntary Sector Management at Bayes Business School.

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

(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]

FAQs

When will I receive course materials and Zoom link to access the course?

After booking you will receive the following correspondence:

1 week before the course – an e-mail with your joining information, this includes the course programme and any other relevant materials.

1 day before the course – an e-mail with your final information, this includes the Zoom link, course programme any other relevant materials.

When will I be invoiced for my booking?

Invoices are manually processed so this will be sent to you by our events team shortly after your booking.

Will presentation slides be provided?

Presentations are provided in advance for the majority of our courses but this can vary and is down to the course leader’s discretion.

Will the sessions be recorded?

We do not record our courses as we feel this gives delegates the opportunity to have more open discussions and freely ask questions around the running of their charities.

Will I get a reminder prior to my course?

Yes, you will get e-mails one week and one day before your course with all of the information you need. You won’t receive a calendar invite so do make sure you put the date in your diary.

What if I can no longer attend the course?

Up to and including 14 days prior to the event, a refund (less a 15% administration fee), a substitution of a colleague, 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 to [email protected]

For any other queries, please get in touch at [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).

Understanding Governance Stage 1: The Trustee Role

Speakers

Lynn Cadman

Programme

Prices

FAQs

Terms & Conditions

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