NCVO Trustee Conference 2011 - Workshop presentations

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Keynote speech

Download a copy of the keynote speech from Stephen Lloyd, Senior Partner at Bates Wells and Braithwaite Solicitors

The New Reality; Enterprise, Innovation and Charities – with an Emphasise on New Legal Forms (DOC 57KB).

Morning Workshops

AM1
Managing the fallout from enforced change

In the current economic climate organisations may be faced with making unexpected and difficult decisions which inevitably impact on staff and volunteers. Trustees who have overall responsibility for the welfare of their staff must also remain focused on what is best for the organisation itself.

Speakers:
Linda Laurance, Governance consultant and mediator
Professor Tony Crook, Chair of board of trustees, Shelter
Lucy McLynn, Partner, Bates Wells & Braithwaite

View the presentation - Managing the fallout from enforced change (PDF 90KB).

AM2
Managing risk for maximum impact

Most organisations need to take risks in order to achieve their mission but at the same time trustees are meant to be prudent.

This session will provide the latest thinking on risk management and simple tools to ensure you and your organisation understand risks and are equipped to take appropriate actions to manage them.

You will leave this session with a thorough understanding of best practice in risk management and knowledge of how to effectively manage the downside of risks and maximise the opportunities.

Speakers:
Pesh Framjee, Partner and head of non-profits, Crowe Clark Whitehill LLP
Guy Biggin, Senior non-profits manager, Crowe Clark Whitehill LLP

View the presentation - Managing risk for maximum impact (PDF 574KB).

AM3
Mergers

What works and doesn't? This session will look at mergers from the perspective of those who have been through the process. You will receive practical tips on approaching, managing and achieving mergers.

Speakers:
Philip Kirkpatrick, Partner and joint head of charities and social enterprise, Bates Wells & Braithwaite
Ben Cairns, Institute of Voluntary Action Research

View the presentation - Mergers (PPT 375KB).

AM4
Coaching the board for effective performance

Coaching is increasingly being embedded in leadership and development programmes to develop and enhance strategy, ensure talent development, develop leadership capacity, resolve conflict and evaluate success. 

This session will help you understand the benefits of coaching for boards and board members, offering you the opportunity to ask questions and learn which tools, techniques and strategies work.

Speaker:
Tesse Akpeki, Consultant, OnBoard

View the presentation - Coaching the board for effective performance (PDF 171KB).

AM5
Challenging funding decisions

At a time when every local authority and public body is looking at ways to save money, it is more important than ever to make sure that any cut to funding is fair and legal.

In this session you will learn the essentials of Public Law and the Compact so that you can make sure that decisions made by local and national government that affect your organisation happen in the correct way. We will look at recent judicial review decisions, Compact commitments, and The Equality Act; all of which can be used to challenge public bodies.

You will learn about crucial timelines, techniques and tactics, and look at real case studies where unfair decisions have been overturned.

Speakers:
Dan Fluskey, Compact advocacy officer, NCVO
Melanie Carter, Partner, Bates Wells & Braithwaite

AM6
Finance for Trustees

It is important that all trustees play their part in financial decisions and financial monitoring to ensure that they fulfil their responsibility for sound financial governance.

This session will cover financial matters from a governance perspective as well as everything you need to know about annual reports and accounts.

Speakers:
Dorothy Dalton, Governance specialist and editor of Governance magazine
Don Bawtree, Lead partner, Charities, BDO

View the presentation - Finance for Trustees (PDF 139KB).

Afternoon workshops

PM1
Making new funding strategies work

You will learn how Global Action Plan (GAP) staff and trustees worked together to diversify their income, including a dramatic increase in corporate funding and a quasi equity agreement.

This session will discuss the legal, technical and cultural challenges faced by GAP trustees, and how they overcame these to generate substantial growth and face changing funding sources. Hear about how different types of income have impacted GAP as an organisation, and the relationship between staff and the board.

Speakers include:
Laura Smith, sustainable funding manager, NCVO
Donna McKitterick, head of strategy and development, Global Action Plan

View the presentations - Making new funding strategies work (Prezi online presentation).

PM2
Crisis management for trustees: the good, the bad and the ugly!

Even the best run charities can find themselves in a crisis situation – sudden loss of funding, bad publicity or the departure of a key member of staff. With the current pace of change many more trustee boards will be called upon to respond quickly and effectively in order to save the day.

This interactive session will help you understand what needs prioritising and the leadership skills required if things go wrong.
 
Speakers:
Anne Moynihan, Anne Moynihan Consulting
Andrew Hind, Editor, Charity Finance and Trustee, Baring Foundation
Tess Woodcraft, Communications consultant, Coaching Comms and Vice chair, Rationalist Association

View the presentation - Crisis management for trustees (PDF, 2.8MB).

PM3
Dealing with difficult board members

Problems in charities often originate in the failure of boards to work together to provide effective oversight and leadership.

This session will look at the different types of behaviour which can hinder good governance and consider practical ways in which they can be addressed. Succession planning will also be addressed.

Speaker:
Lindsay Driscoll, Chair, Steering Group Code of Good Governance

View the presentation - Dealing with difficult board members (PPT, 835KB).

PM4
What's new from the Charity Commission?

There are some big changes to the regulation of charities – some have already been made, others are in the pipeline.
This session will focus on:

• The Commission's new regulatory approach
• Changes to the Charities Act
• The CIO (the planned new legal form for charities)
• The Commission's latest guidance, research and other support for trustees.

Speaker:
Nick Mott, Head of policy, development and review, Charity Commission

View the presentation - What's new from the Charity Commission? (PPT, 1.8MB).

PM5
Legal updates

This session will look at what has and is changing in the legal landscape for trustees. You will learn about:

• The Localism Bill
• Public benefit update – fee charging, benevolent funds, affordable rents, consultations and emerging findings
• The CIO: Are we nearly there yet?
• Tainted donations rules
• Charity Investment and Social Investment: Commission Consultation

Speaker:
Philip Kirkpatrick, Partner and joint head of charities and social enterprise, Bates Wells & Braithwaite

View the presentation - Legal updates (PPT, 225KB) .

PM6
Strategy and change: two sides of the same coin?

Having a clear strategy is a key task for a board of trustees but strategy in our sector is frequently misunderstood with strategic ideas often crudely imported from the private sector.  What does a meaningful charity strategy look like? And how can it help your organisation manage change?

This interactive session will give you an insight into NCVO’s cutting edge thinking about strategy and will explore the relationship between strategy and change.

Speaker:
Donald Ritchie, Senior consultant, NCVO

View the presentation: Strategy and change: two sides of the same coin? (PDF, 186KB).

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