Training & workshops

04JUN 2019
2:00 pm

Blake Morgan, Seacourt Tower
West Way, Botley, Oxford OX2 0FB

Trustee Training - Oxford

This event has ended

You can download the presentation slides or watch the presentation recording below


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.

Date and Venue

04JUN 2019

Blake Morgan, Seacourt Tower

West Way, Botley, Oxford , OX2 0FB


Contact Cazenove Charities

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

James Brennan

James Brennan

Portfolio Director