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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.

The course will be run online using Zoom.

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, the General Social Care Council, the Commission for the Compact and the National College for School Leadership.

She has recently been appointed as the Chair of Shelter and to the board of The What Works Centre for Wellbeing. She continues as a trustee of The Association of Chairs, the national body supporting the work of charity chairs and is also a Deputy Lieutenant for Oxfordshire.

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.

Tuesday 16th March 2021

The course will be run online using Zoom.

2.00pm start. The workshop will finish by 4.00pm


  • £45 per person for OCVA Members
  • £60 per person from a charitable organisation who are not OCVA members
  • £75 per person from a non-charitable organisation

Course Venue 
OCVA, The Old Courthouse,
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.


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).

Step 1:

Step 2:

Choose payment type:

£ 45.00
  • Pay with PayPal
Charitable Organisations*
£ 60.00
  • Pay with PayPal
Non charitable rate
£ 75.00
  • Pay with PayPal
Course details at a glance

Date: 16th March 2021
Time: 2.00pm to 4.00pm
Cost: £45 – £75

Course venue

OCVA, The Old Courthouse,
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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