Charity Trustee Training
Course Aims
- Define the legal status of Trustees
- Recognise ways to reduce associated risks and potential legal challenges
- Develop good practice specific to your organisation
Course Objectives
- Establish who can and who can't be a trustee
- Summarise trustee roles, responsibilities and liabilities
- Identify the 3 strands of governance
- Review your role and responsibility for good financial management
Course Programme
- Welcomes and Housekeeping
- Participant Introductions
- What is a trustee?
- Who can be a trustee?
- Roles, responsibilities and liabilities
- Governance
Governing without managing
Corporate / fiduciary
Strategic
Impact - Relationship with chair and chief executive
- Understanding finance
Course Duration
This course is suitable for
- In-house 'face to face' training
- Online training 'Live' (using Zoom)
- Webinar sessions
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- In-house 'face to face' training
- Online training 'Live' (using Zoom)
- Webinar sessions
Online training 'Live' (using Zoom)
Our Online training is adjusted to reflect distance working and includes an online etiquette to ensure a smoother learning experience for all participants. Day courses will run as two half days to make it more manageable. For details, see our Service Delivery page.
Webinar (online seminar)*
Taking the main topics from our training day, allowing participants to focus on a specific area only. Each session is delivered ‘live’ online using Zoom for approx 60 mins (plus Q&A). For details, see our Service Delivery page.
Webinar Topic |
Being an effective Trustee Ineffective Trustees are all too common place and tolerated out of fear of the Board not being quorate. This webinar reviews what a trustee is, what they do, who can and can't be a trustee and what makes an effective Trustee team. Trustee roles, responsibilities and liabilities This webinar reinforces the need for Trustees to have clearly defined roles, responsibilities and channels for communicating as the 'lead' person for another specific area i.e. Safeguarding, HR, Volunteering etc allowing the Board to be more effective and streamlined. Role of the Chair, Secretary and Treasurer This Webinar will clarify the role and relationship of Chair, Secretary and Treasurer above the normal role of a Trustee, to the charity and CEO / Senior Manager. These 3 roles are critical to the smooth running of the charity. Governance Good Governance is essential for the viability and success of any charitable organisation. This webinar explains the 3 strands of Governance showing participants how it can support them in their legal obligations as a trustee. |


Course Fees
TYPE OF DELIVERY