Managing my charity through challenging times – Session 1 & 2

Speaker:   |  CPD Hours: 6

Price £395 plus VAT

New dates coming soon.


As a charity trustee what I need to know, and what I need to do about…..

  • the relevant legal provisions they need to be aware of,
  • good practice guidance in the sector, and how these are applied in practice.


Day 1 – Session 1 – 9.30am – 12.30pm

Legal Compliance. Charity and related laws, regulations and good practice focussing on:

  • Duties of charity trustees under charity law [and company law]
  • Charity good governance principles (Charity Code)
  • Potential legal liability personal and board collective
  • What boards do[strategic] Vs what are operational responsibilities for staff?

Financial management responsibilities

  • What does the law state about the Board’s responsibilities for finances?
  • What financial information needs to be prepared and made public (SORP requirements in summary) by UK registered charities?
  • What financial information is needed by the board to manage the charity’s finances on an on-going basis?

Day 2 – Session 2 – 9.30am – 12.30pm

Structuring and decision-making

  • Good practice relating to board committees and their roles and responsibilities
  • Organisational policies and procedures ( finance, HR Risk management etc)
  • Board meetings and agendas; what works? Policies, procedures, minutes and legal records
  • Board papers and other information from staff and external sources

Risk management and reporting

  • What does risk management look like for charities?
  • What does the board need to do to comply with the risk reporting regulations in the trustees’ annual report?
  • What are some of the common risks for UK registered charities today?
  • What examples of best practice risk management strategies exist in practice?


This course is for existing or new charity trustees, or charity staff who work with or provide reports for charity trustees.

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