Training & workshops

03JUL 2018
2:00 pm

Midland House West Way Botley Oxford OX2 0PH

Trustee Training - Oxford

This event has ended


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.


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


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:

James Brennan

James Brennan

Portfolio Director