Blake Morgan, one of the firms on the Panel of Solicitors, is holding a Charity Trustee Training event at their Oxford office on 4th June. Blake Morgan would like to invite any Managing Trustees, who would find it useful to understand more about their role and responsibilities as a charity trustee to attend on the day. Please note that this event is free of charge.

Name: Blake Morgan Trustee Training

Date: Tuesday 4th June 2019

Time: 2pm – 5.30pm

Location: Blake Morgan, Seacourt Tower, West Way, Oxford, OX2 0FB

The session will provide an informative update on the legal requirements and challenges of being a charity trustee, as well as giving a whistle-stop summary of everything you need to know about charity investment.

The agenda is set out below and gives you an idea of what you can expect to learn from attending the training.

2:00pm Arrival & Introduction

Session 1 – Trustee duties: lessons learned from charity scandals

Ben Brice, Blake Morgan


Session 2 – Charity Investment – an overview, with a discussions on investing responsibly

Nathalie Krekis and Emelie Shaw, Cazenove Charities

3:40pm Refreshment break

Session 3 – Managing risk within finance and considering the governance of financial risk

Georgina Smallman & Ed Passmore, Critchleys

4:40pm Q&A – followed by refreshments and networking
5:30pm Close


If you would like to attend the event then please complete this registration form in order to attend this training.

If you have any queries in relation to the guidance in this document please contact TMCP Legal for further assistance.