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We know that so many charity trustees receive no formal training for the role and there is no development regulation. We want to help put that right with our free and comprehensive online training programme in association with Haysmacintyre and Cazenove Capital.

Our experts provide experienced trustees and new trustees looking for an induction, with the most up-to-date knowledge and developments so you are equipped to act in the best interests of your charity.

Please sign up to our updates to hear more and to our events using the relevant buttons below.

Upcoming trustee training

20 Feb 2024 (1.30pm - 5pm) - Introduction to Charity Finance and Reporting

Haysmacintyre  will provide an introduction to charity finance and reporting, including defining roles, responsibilities and terminology, as well as a review on regulations and key reporting challenges for trustees.

Sign up here

7 March 2024 (9.30am - 1pm) - Charity Trustees: Roles and Responsibilities 

This session delivered by Farrer & Co, Cazenove Charities and Haysmacintyre will provide a comprehensive summary of trustees’ duties and legal responsibilities and will cover issues such as:

  • The framework within which charities operate:
    • the legal structures used by charities, the regulation of charities, the role of the Charity Commission, and the public benefit requirement
  • Trustees’ duties, responsibilities and potential liabilities, and the role of the chairperson
  • Responsibilities for identifying and managing risk
  • Charity accounting: the accounting and reporting framework, ‘unravelling the jargon’, preparation of accounts, ensuring you receive the right financial information, and the role of trustees and audit committee
  • Charity funds, investments, and banking
  • Fundraising: the ground rules; the role of professionals, and corporate support
  • Trading: the ground rules and the use of subsidiary companies
  • Recent regulatory developments
  • Governance best practice

Sign up here

26 March 2024 (1.30pm - 3:30pm) – Charity Trustee Law Update

Our specialists at Farrer & Co will provide trustees with the most up-to-date developments on charity law and current issues of interest to the sector. Whether you are a seasoned trustee looking to refresh your knowledge, or a new trustee, looking for an induction, this seminar will be invaluable.

Sign up here


Past training sessions

Trustee Training: Roles and Responsibilities - October 2023

In October 2023 we hosted our Trustee Training: Roles and Responsibilities webinar. Our charity specialists, Elizabeth Jones and Joseph Harris, presented alongside Haysmacintyre and Cazenove Capital. Please click on the link below to watch.

View recording here

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