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Trustee training

As a trustee, ensuring good governance is essential to the ongoing success of your charity. Our free trustee training videos support you with just that, providing an essential overview of all elements of charity governance that trustees need to be aware of.

Trustee training – an essential overview

To ensure you’re equipped with all the information you need to know about being a trustee, we have created five handy videos, all presented by partners within our expert Charity and Not-for-profit team, to ensure you’re equipped with all the information you need to know about being a trustee.

Whether you’re new to the role, or need a little refresher, this free and easily digestible content is perfect for you.

  1. Trustees’ Responsibilities
  2. The Charity Governance Code
  3. Financial Governance
  4. Risk and Reserves
  5. Public Benefit
Part one: Trustees responsibilities

Trustees responsibilities | Presenter: Amanda Francis, Partner

Over the last decade, there have been a number of well-publicised scandals surrounding charities and the charitable sector meaning the general public could be less included to look favourably on charities. As such, there is an ever-growing need for charities and their trustees to demonstrate good governance.

  • Trustees’ overall responsibilities
  • The six duties of trustees
  • Compliance with the regulatory landscape
  • Public benefit
  • Acting only in the best interests of your charity
  • Duty of prudence and using the charity’s resources responsibly
  • Acting with reasonable care and skill
  • Being accountable
Part two: Charity Governance Code

The Charity Governance Code | Presenter: Amanda Francis, Partner

Set out by the Charity Commission, the Charity Governance Code provides trustees with a practical approach to good governance. Visualised a house, with a foundation and six pillars helping to hold up the overarching principle of Organisational purpose, in this video, we examine each principle in turn and outline what each pillar means and how you could apply the principles in your organisation.

  • The foundation
  • Organisational purpose
  • Leadership
  • Integrity
  • Decision-making, risk and control
  • Board effectiveness
  • E,D & I
  • Openness and accountability
Part three: Financial Governance

Financial Governance | Presenter: Katharine Patel, Partner

Financial governance encompasses a number of different areas including; accounts and audit, investments, internal controls, reserves and going concern. Part of the trustee role is signing off the annual accounts and confirming that the charity is solvent and able to continue to operate and therefore an understanding of the different aspects of financial governance is key to success as a trustee.

  • Accounts and audit
  • Investments
  • Internal controls
  • Reserves
  • Going concern
Part four: Risks and Reserves

Risks and Reserves | Presenter: Edward Finch, Partner

Risks and reserves policies are pair of policies that charities must adhere to as part of the requirements of the Charities SORP (Statement of Recommended Practice). They are intrinsically linked, hence us addressing them both in this one video, and each charity will have a unique approach to these topics depending on a variety of factors.

  • Risk management
  • Reserves
  • Going concern
Part five: Public Benefit

Public Benefit | Presenter: Katharine Patel, Partner

Upon its introduction in 2008, the Public Benefit requirement raised many complex questions which bought charities into the political frame. There is no legal definition of Public Benefit defined in the Charities Act and therefore the decision as to whether something is of public benefit of not depends on if there is sufficient evidence to conclude that the practice will results in public benefit.

  • The Charity Commission guidance on Public Benefit
  • Public Benefit: The public Benefit requirement (PB1)
  • Public Benefit: Running a charity (PB2)
  • Public Benefit: Reporting (PB3)
Get in touch
Get in touch

If you have a question about any of the topics raised in our trustee training video series, or would like to enquire about bespoke training for your charity, please complete the form below and one of our experts will be in touch.

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