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How to be a good trustee

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 an 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

Helen Baker has held multiple board level executive and non-executive leadership roles in the not-for -profit and public sectors across a career spanning health, social care, housing and education. She brings particular skills in the fields of mental health and disability, in public policy and in the governance and regulation of public services.

Helen has chaired organisations ranging from NHS trusts to national housing associations and social care providers, a multi-academy trust and both local and national charities and has held board appointments with three Government arms-length bodies.

She is currently the Chair of Shelter, Vice Chair of The What Works Centre for Wellbeing and on the board of Treloar Trust. Within Oxfordshire she  has  recently chaired Oxfordshire All In as it  has merged into OCVA and she continues as  a Deputy Lieutenant for the county.

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.

Comments from last workshop: 

Very clear helpful and experienced course leader. – Important subjects explained and priorities reinforced. –  Good content & examples. –  Useful and thought provoking. – Confidence building to go forward positively. Very helpful slides.

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.

Monday 11th September 2023

The course will be run in person at OCVA, The Source Training Room

Arrival: 9.30 am for a 9.45 am start. The workshop will finish by 12.30 pm. (There will be a 10 minute break midway).


  • £50 per person for OCVA Members
  • £65 per person from a charitable organisation who are not OCVA members
  • £80 per person from a non-charitable organisation

Course Venue

Floyd’s Row,
Oxford OX1 1SS

Please note there is no parking at OCVA.

Details of getting into Oxford by bus, cycle, car or train can be found here: https://www.oxford.gov.uk/info/20012/parking_and_travel


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

  1. Complete the Google bookings form and register your details
  2. Make payment via PayPal within two working days of registering for the course. 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). If you do not use Paypal and require an invoice, please email training@ocva.org.uk

Step 1:

Step 2:

Choose payment type:

£ 50.00
  • Pay with PayPal
Charitable Organisations*
£ 65.00
  • Pay with PayPal
Non charitable rate
£ 80.00
  • Pay with PayPal
Course details at a glance

Date: Monday 11th September 2023
Time: Arrival 9.30 am for a start at 9.45 am to 12.30 pm
Cost: £50 – £80

Course venue


OCVA, The Source Training Room,
Floyd’s Row,
Oxford OX1 1SS

01865 251946

Access on road is via Speedwell Street (a one-way system). Please note there is no parking at OCVA.

Enquiries contact

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

Email training@ocva.org.uk or call us on 01865 251946

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