Training & workshops

04JUN 2019
2:00 pm

Trustee Training - Oxford

Cazenove Charities has partnered with Critchleys chartered accountants and Blake Morgan charity lawyers to provide training for trustees in and around Oxfordshire. This session will provide an informative update on the legal requirements and challenges of being a trustee today, as well as a whistle-stop summary of everything you need to know about charity investment.


14.00  Arrival and introduction
14.20  “Trustee duties: lessons learned from charity scandals” - Ben Brice, Blake Morgan
15.00  "Charity Investment – an overview, with a discussion on investing responsibly" - Nathalie Krekis and Emilie Shaw, Cazenove Charities
15.40  Refreshment break
16.00 “Managing risk within finance and considering the governance of financial risk” - Georgina Smallman, Critchleys
16.40  Q&A - Followed by refreshments and networking
17.30  Close

There is no charge for attending.


Training & workshops

17JUN 2019
10:00 am

Training & workshops

21JUN 2019
11:00 am

Training & workshops

23SEP 2019
10:00 am

Charity Authorised Investment Fund events

07NOV 2019
12:00 pm

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Giles Neville

Giles Neville

Head of Charities
John Clifton

John Clifton

Business Development Manager