Training & workshops

03JUL 2018
2:00 pm

Knights
Midland House West Way Botley Oxford OX2 0PH

Trustee Training - Oxford

This event has ended

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

About

Cazenove Charities has partnered with chartered accountants Critchleys and professional services business, Knights, 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.

Agenda

14.00 – Arrival and introduction

14.20 – Session 1 -  Good Governance – “What every trustee should know” - Sian Champkin, Knights

15.00 – Session 2 -  Investment for charity trustees - Jeremy Barker, Cazenove Capital

15.40 – Refreshment break

16.00 – Session 3 – Charity Accounting Update to include reserves policies, transactions involving trustees, key management remuneration disclosure and trustees reports (key items) - Robert Kirtland, Critchleys

16.40 – Q&A

Date and Venue

03JUL 2018

Knights

Midland House West Way Botley Oxford , OX2 0PH


 

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 giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com