Supporting Charity Governance through Effective Trustee Training
voluntary sector Training
For any voluntary sector organisation to be a success and to achieve its aims it is essential that it has an effective governance and leadership structure in place. This can only be achieved if trustees are fully aware of the requirements of their role in a voluntary sector organisation and how they can best realise their responsibilities to deliver the best outcomes for their specific charity.
This training event will give you an opportunity to review the responsibilities of a trustee in a voluntary sector setting and enable you to establish effective governance within your organisation. With the support of an expert trainer you will learn what constitutes good governance, the legal and financial responsibilities of trustees and understand the hugely positive impact effective trustees have on a charity.
- Understanding the evolving role of a voluntary sector trustee
- Learn what constitutes good governance and the role of trustees in ensuring the delivery of effective governance
- Find out the financial responsibilities of a trustee as a board member and how to implement effective financial planning and scrutiny
- Understand legal responsibilities and personal liabilities of trustees and how you can use them to manage organisational resources
- Harness the full potential of a charity and reach specific targets and goals through effective governance
- Take away key insights on how to manage people and relationships across the organisation at board level
Dorothy Dalton, Consultant, Dorothy Dalton Governance
Dorothy Dalton is a leading expert on governance. She has written several books on the subject. She was founding editor of Governance: essential information for effective trustees – a post she held from July 2005 to January 2016.
She is currently Chair of Governors of the Petchey Academy in Hackney. She has been a trustee of many charities including Marie Curie and has been chair of trustees of the Journey of a Lifetime Trust (JoLt) and chairman of governors of Orley Farm School Trust. She is a fellow of International Students House. She founded the Journey of a Lifetime Trust (JoLt), the Network of Women Chairs, and Groundbreakers: Voluntary sector women leaders
View the agenda and additional speakers
Consultant, Dorothy Dalton Governance
Dorothy Dalton is a leading expert on governance who has written several books on the subject. She was editor of Governance: essential information for effective trustees from July 2005 to January 2016.
With a ‘first’ in mathematics, Dorothy, a former Headteacher, was chief executive of ACEVO, the association of chief executives of voluntary organisation from 1992 to 2000. She is currently Chair of Governors of the Petchey Academy in Hackney. She has been a trustee of many charities including Marie Curie and has been chair of trustees of the Journey of a Lifetime Trust (JoLt) and chairman of governors of Orley Farm School Trust. From 2000 to 2003 she was a non-executive director of the Inland Revenue. She was a fellow of the Leadership Trust Foundation. She is a fellow of International Students House and life fellow of the RSA. She founded the Journey of a Lifetime Trust (JoLt), the Network of Women Chairs, and Groundbreakers: Voluntary sector women leaders.
Dorothy was awarded the Leonard Cheshire Lifetime Achievement Award for enabling disabled people. She was nominated for the 1995 UK Woman of Europe Award for her work in the Voluntary Sector and she is an Honorary Life Member of ACEVO.
Dorothy has a passion for travel. During her spare time, from 1983 to 2010, Dorothy organised and led month-long challenging expeditions for disabled and disadvantaged teenagers to remote corners of the world. She continues to participates in other expeditions (many of which she organises herself) including crossing the Bayuda Desert by camel, and canoeing, kayaking and white-water rafting the Zambezi between Zimbabwe and Zambia.
Publications written by Dorothy:
- Financial Governance: a gentle guide for the non-financial charity trustee
- Good Governance: a practical guide for trustees, chairs and CEOs
- Recruiting a New Chief Executive: a guide for chairs and trustees
- The Board’s Responsibility for Appraising the Chief Executive
- Good Governance: The Chair’s Role
- Good Governance: The Chief Executive’s Role
Trainer’s Welcome & Clarification of Learning Objectives
Dorothy Dalton, Consultant, Dorothy Dalton Governance (CONFIRMED)
Understanding the Trustee Legal Responsibilities and Liabilities
- The changing environment in which trustees and charities have to operate
- Who under charity law are the trustees?
- CC3 – Duties of trustees including:
- collective authority and responsibility of trustees
- acting in charity’s best interest through adequately informed decision making and ensuring no conflict of interest can occur
- not benefiting
- Understanding the personal liabilities of trustees and the protection available
- Duties of Company Directors
- Governance Code 2017
Understanding the Evolving Role of Trustees in Delivering Effective Governance
- Discussing what constitutes governance?
- Understanding the role of trustees and the board in achieving effective governance
- The relationship between governance and management
- Success and failure of organisations and the link with governance
- The importance of planning for the future and scanning the environment in a fast changing world
- A critical look at least two models of governance
Effective Financial Governance – a Matter for Every Trustee (1)
- Why all trustees need to engage in Financial Governance
- Analysing and discussing different types of charity funds
- Insolvency and why charities fail
- Your budget (within a financial strategy)
- Financial risks (including different types of financial fraud)
- Your financial strategy
- Importance of understanding your financial model
Effective Financial Governance – a Matter for Every Trustee (2)
- Your reserves policy
- Measuring financial performance
- Financial Ratios and KPIs for your charity
- Financial controls and procedures
- Relationship with auditors
- Qualified and unqualified reports
Understanding the Relationship between Chief Executive and Trustees
- Promoting the benefits of a good chair/CEO relationship
- Analysing what an effective relationship between the board of trustees and chief executive looks like
- Ensuring that the board effectively holds the CEO to account without meddling in the day to day management of the charity
- Getting the right balance between support and constructive challenge;
- Julia Unwin’s 5S model for high performance boards
Feedback, Evaluation & Close
*Programme subject to change