Advising Charities on Trustee Benefits & Conflicts of Interest

Introduction

Several recent high-profile cases have hit the headlines in which trustees and others involved have either completely failed to understand the rules regarding trustee benefits and how to handle conflicts of interest or loyalty, or they have fallen short of what is required to deal with the situation properly.

This virtual classroom session will explore what is a trustee benefit and what is not, how to deal with any conflicts arising, and lessons to be learned from recent cases.

This online course will help you explain the rules to clients and deal with cases in which benefits or conflicts have arisen but have not been properly dealt with.

What You Will Learn

This live and interactive course will cover the following:

• Understanding what is a trustee benefit and what is not
• Legal duties of charity trustees in relation to conflicts
• Identifying conflicts of interest or loyalty
• Standard protocols and procedures that ought to be in place
• How to avoid or handle conflicts of interest or loyalty
• When to seek Charity Commission authorisation or advice
• When to report a trustee benefit or conflict situation as a serious incident
• Learning lessons from recent inquiry and Charity Tribunal cases
• Consequences of failing to handle trustee benefits and conflicts adequately
• Reputational issues to consider
• Sources of guidance and information available

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.