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