This course is for new trustees, those thinking about joining a board or existing board members wanting a refresher and update. It aims to provide an overview of the key things you need to know as a trustee. The session will equip you with the knowledge of your responsibilities as a trustee and confidence to know where to go to find out more after the course.

The course covers the role of individual trustees and the nature of their collective responsibility, plus some practical tips about how to be effective and add value to the board. There will also be a chance to find out more about some of the latest developments in the sector.

What will I learn?

By the end of this session you will have an overview of:

  • The trustee role and what you are responsible for under charity law
  • Understanding your charity
  • Personal liability and conflicts of interest
  • Governance and management – understanding the difference and building a n effective relationship with staff and volunteers
  • Managing your money and risks – key questions to ask
  • Thinking ahead about strategy
  • Working as a team
  • Managing your time
  • What’s going on in the sector – latest developments and what they mean

Trainer Profile

Joanna Simons CBE has been a charity trustee for over 30 years. She currently chairs Experience Oxfordshire and Shelter’s Audit Finance and Risk Committee, is a board members of the Bucks, Berks and Oxfordshire Wildlife Trust and acts as a mentor as part of the Oxfordshire Charity Mentors Scheme.

For the past two years she has been working in a consultancy capacity for the voluntary sector, and as Interim Chief Executive at Alcohol Concern she led the charity through a successful merger with Alcohol Research UK. Prior to this, she was Chief Executive of two local authorities, most recently spending ten years at Oxfordshire County Council.

Joanna is a qualified coach and is currently working on an MSc dissertation focused on ways to support the relationship between Chairs and Chief Executives in smaller charities.

Benefits to you

You will leave the session with a better understanding of the role and know where to go to get advice and support to help you in the future. It is also an opportunity to meet and share experiences with other trustees.

Who should attend?

This session is appropriate and useful for new trustees, those thinking of joining a board and experienced board members looking for a refresher and new ideas.


Thursday 7th December 2017


9.45am arrival for tea, coffee and networking for a 10am start. The workshop will finish by 1pm.


£60 per person for OCVA Members
£70 per person from a charitable organisation who are not OCVA members
£85 per person from a non-charitable organisation


Oxford Office Furniture Training Suite
Floyd’s Row
St Aldates

There is no parking available, although we are able to provide parking for disabled delegates. The venue is also serviced with good transport links including bus and rail services, more information can be found here.

Enquiries contact:

Telephone:  01865 251946
Email: training@ocva.org.uk

When contacting us please state the name of the course your correspondence is in relation to.


Please note there are two steps to this process and both steps of the process will need to be completed to secure your place.

Step 1: Please register your details with us on the form:

Please note that registration without payment does not constitute a booking. Both are required, and we do check. (Thanks!)

Step 2: Make payment within 2 working days of registering.

We’re using PayPal for this event. Select ‘pay with a debit or credit card‘ if you don’t have a PayPal account (there’s no need to sign in to PayPal).

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OCVA Members pay £60.00 GBP Preview Image
Charitable organisations who are not OCVA members pay £70.00 GBP Preview Image
Non-charitable Rate pay £85.00 GBP Preview Image

Further courses to consider: