Monday, 29 September 2014

Strategy and Governance Masterclass series, from the FSI - throughout November

The FSI is pleased to launch a programme of three new ‘Strategy and Governance Masterclasses’, hosted by Santander in Newcastle (1st November), Leeds (8th November) and London (15th November).

It is a charity’s leaders, both Trustees and staff, that decide and deliver the direction of work for the organisation. The staff leadership will propose the forward strategy for the charity to the Board of Trustees based on their expertise and operational knowledge of the beneficiary group. The Trustee Board then evaluates the proposed strategy, constructively challenges the assumptions made to be clear that the strategy is the best course of action to meet the future needs of the charity’s beneficiaries. The CEO is then responsible for delivering the strategy. 

A good strategic planning process will ensure that the charity Trustees, Staff and Volunteers have a sense of shared ownership and commitment to the vision that the charity wants to achieve for its beneficiary group.

This Masterclass will consider the roles of the CEO and Chair in deciding and delivering the strategy. It will look at strategic planning processes and provide a range of tools and resources to help participants develop future strategy.

Target Audience: This Masterclass is for Charity CEOs and Chairs or representative Trustees. To benefit fully from the Masterclass we recommend that both the CEO and Trustee attend as the day will be split into two separate workshops.

Fore more details on the individual masterclasses, and to book, CLICK HERE.

Thursday, 25 September 2014

Cass Business School launches 'Building Better Governance' seminar series, 2014/15

Building Better Governance is a new Cass CCE series of seminars designed to enable key decision makers and influencers at the core of the nonprofit sector to develop their governance knowledge and skill. The series will explore a diverse range of drivers of effective governance.

All seminars will take place at Cass Business School’s 200 Aldersgate premise. They will run from 17.00 until 19.00, with registration from 16.30. The formal part of each session will be followed by a networking drinks reception through which participants will be able to extend their learning.

Who should attend?
The seminar series is aimed at the Chair, trustees, the Chief Executives and others who have a governance function within their nonprofit organisation.

Programme outline:
Module 1: Running effective board meetings – Caroline Copeman: 19th November 2014
Module 2: Board reports that add value – Mary Chadwick: 13th January 2015
Module 3: Board involvement in strategy – Jacqueline Williams: 11th February 2015
Module 4: Using scorecards and dashboards – Jacqueline Williams: 11th March 2015
Module 5: Board appraisal – Fiona Ash: 22nd April 2015
Module 6: Relationship between Chair and CE – Caroline Copeman: 28th May 2015
Module 7: Demonstrating accountability – Ros Oakley: 23rd June 2015
Module 8: Federated charity exploration – Fiona Ash: 29th July 2015

To book, click HERE.

Wednesday, 24 September 2014

Burton Sweet Charity Trustees' Reception - 19th November 2014, Bristol

Burton Sweet Chartered Accountants and Business Advisers are running a free networking event to celebrate Trustees' Week, in association with Brewin Dolphin Investment Management and Financial Planning. The event gives trustees and sector friends a chance to meet each other, and celebrate the wonderful voluntary service that trustees give to local communities.

Date: 19th November, 2014
Time: 6pm-7.30pm
Location: The Chapter House, Bristol Cathedral, College Green, Bristol. BS1 5TJ (entrance via the cloister off Anchor Road).

Booking is essential. To secure your free place, contact Karen on or 0117 914 2057


Monday, 22 September 2014

Trustees Network Conference, from SCVO - 8th November 2014, Edinburgh

The Scottish Council for Voluntary Organisations (SCVO) is holding a Trustees Network Conference, to provide a unique learning and networking opportunity trustees from charities, community groups, social enterprises and voluntary organisations of all shapes and sizes. 

The conference will help trustees to develop their knowledge and understanding of governance, and make new connections to assist them in their roles.

Date: 8th November 2014
Time: 10am - 3.30pm
Location: Royal College of Surgeons of Edinburgh, Nicolson Street, Edinburgh, EH8 9DW

For more information about conference content, and to book, click HERE. The early bird rate ends on 30th September!

Excellence in Trusteeship: Developing Trustees in Scotland - free event from Scotland's Third Sector Leadership Forum, Dundee, 14th November 2014

Targeted at past, present and future trustees, this conference is an opportunity to share Scotland's collective experience of working as, and with, trustees, highlight the great work that trustees are currently doing and present opportunities for people from all walks of life to get involved and make a difference.
In honour of the vital role charity trustees play, Scotland's Third Sector Leadership Forum is proud to present this flagship event celebrating their work across the country.

Date: 14th November 2014
Time: 9.30am - 4.30pm
Location: Queen's Hotel, 6/7 Nethergate, Dundee. DD1 4DU
To book, or for more details on the agenda and discussion topics, as well as on location and parking, click HERE.
This is a free event with lunch provided.

Have you booked your place at the NCVO / BWB Trustee Conference yet?

Trustees' Week 2014 is being officially launched at the NCVO / BWB Trustee Conference on 10 November 2014, to kick off the Week itself.

The Conference is the must-attend for people involved in voluntary sector governance. Book your place today!

Date: Monday 10 November 2014

Time: 09.30 - 18.00 (drinks reception 17.00)

Location: The Brewery, London, EC1Y 4SD

- Learn from, and be inspired by, governance experts and leaders in the sector

- Find out the latest in charity law and policy making

- Connect with other trustees who want their role to make a difference.

This year's programme includes:

- High profile keynote speaker sessions on the big board issues of the moment

- 1-2-1 advice and support sessions to help you tackle your own challenges.

- Your choice of 12 practical workshops on a wide range of topics.

- The latest legal and policy updates.

- Lots of resources to browse in the marketplace

- Opportunities to make contacts that can help your organisation

‘It is always a wonderful event, inspiring and useful. I picked up some great ideas from my workshop; got some great advice from a chair of a charity I hadn't met before and came away with lots of helpful literature.’ 2013 delegate Carol Bexley, SNAP 
For the chance to win a ticket to the Conference, enter the Trustees' Week One In A Million video competition!

Friday, 19 September 2014

Free Trustee & Senior Workers Conference, from Get on Board Kensington & Chelsea

Tri-Borough Trustees and Senior Workers Conference

Saturday 27th September, 10.30am-1.30pm

Get On Board Kensington & Chelsea are running their free annual Trustee & Senior Workers conference, open to all trustees and senior workers in the tri-borough area. It's your chance to network with business professionals and fellow trustees, and get up to date on a range of topics. A lovely breakfast will be provided.

Workshops and topics confirmed so far:

Roles and Responsibilities of Trustees, led  by Russell-Cooke Solicitors

The Trustee's role in Sustainable Fundraising, led by NCVO

Taking Healthy Risks, led by One Westminster

Business Planning, led by the Social Council

Reading Financial Reports, led by CASH

Who should attend?
The conference is open to any trustees or potential trustees, as well as workers of voluntary and community organisations operating in the boroughs of Kensington and Chelsea, Hammersmith and Fulham and Westminster.


Friday, 12 September 2014

Bridging the Gap: Free new trustee guide launched

New guide launched as part Lord Mayor’s Charity Leadership Programme aimed at future trustees

A new guide entitled ‘Bridging the Gap: moving onto to nonprofitboards’ has just launched as part of the legacy support materials from the Lord Mayor’s Charity Leadership programme 2014.

The free to download guide has been written and produced by Cass Centre for Charity Effectiveness, Mazars LLP, and Trustees Unlimited, and is primarily aimed at people working in the private sector who wish to take up a trusteeship or other volunteer roles in the charity and nonprofit sector.

It is also recommended reading for charities who wish to recruit people from outside the sector to help them learn how best to use the skills and experience of people, irrespective of their sector background. The guide covers four main areas:

  • The Sector – context, composition and character
  • Governance
  • Culture
  • How to become a trustee
Denise Fellows, Director and CEO, Consultancy Cass Centre for Charity Effectiveness, and the guide’s editor says:“The culture of the nonprofit sector is different from that of the private sector. It is not better or worse, just different, and it is helpful to understand how to navigate the disparities.”

“There are challenges in the world today which require the broad thinking and understanding that can be gained by putting together the knowledge and experience of those in all three sectors –public, private and voluntary. People who can navigate through the different cultures and sectors will be much better equipped to meet those challenges,”adds Ms Fellows.

Ian Joseph, Chief Executive, Trustees Unlimited has written a chapter on ‘How to become a trustee’ entitled ‘Know thyself – motivation’ that looks at the most important things someone must consider before taking on a trusteeship. Joseph says “When thinking about becoming a trustee, one of the first things to consider is why you want to become a trustee. Research has shown that reasons are often varied, with one survey of potential and existing trustees suggesting that there are often mixed motives, notably 30 per cent keen to learn new skills 30 per cent passionate about a particular cause.

“This guide is a useful read for anyone considering a trusteeship as it gives a succinct overview of the sector, the challenges and what to expect and could help someone decide if it’s the right thing for them to be taking on. It’s crucial that people understand all the implications and are as prepared as possible, and are doing it for the right reasons,” adds Mr. Joseph.

The Lord Mayor’s Charity Leadership Programme is a year-long programme of free event sponsored by Cass Business School, Mazars LLP and the Macquarie Group Foundation. It is supported by the Association of Chairs, the City Bridge Trust, Coutts and Trustees Unlimited. It was devised by the Lord Mayor’s Consort, Nicholas Woolf to provide a leadership programme within the City to increase the number and effectiveness of charity chairs.

Nicholas Woolf, The Lord Mayor’s Consort said: “I am delighted with how the programme has been received. We have had some really stimulating lectures and debates on many pertinent issues –with another debate and a major conference for Chairs still to come. This important guide is part of a series of legacy materials which capture some of the expertise and experience from the programme, providing continued learning for those working and volunteering in the sector.”

The next debate will be taking place at Coutts on 18 September, looking at Social Engagement; focusing on sports, arts and volunteering. The programme will conclude with a conference for Chairs and city professionals on 21 October 2014.

Also follow @CassCCE using #LMCLP14 to keep up to date with the programme events.

Notes for Editors

The Rt. Hon. Lord Mayor of the City of London

The theme of Fiona Woolf's mayoralty is "The Energy to Transform Lives". The Lord Mayor's Appeal 2014 is supporting four community-based charities that are all transforming lives. They are Beating Bowel Cancer, Princess Alice Hospice, Raleigh International and Working Chance

Main programme sponsors

Cass Business School - Centre for Charity Effectiveness

Cass Business School is ideally placed in the City of London, close to the Bank of England, and at the heart of the capital’s charity triangle. The School’s research output is ranked as world-leading and internationally excellent. Cass is triple-accredited by AMBA, EQUIS and AACSB, placing it in the elite of global business schools.

The Centre for Charity Effectiveness at Cass (Cass CCE) is the leading nonprofit and philanthropy centre in the UK and has significantly enhanced the performance of hundreds of organisations and thousands of individuals across the nonprofit sector.

Our world-class blend of academic research, postgraduate programmes, talent development and consultancy services deliver leading-edge thinking by combining extensive practical experience with best practice, theory and research.

Contact details: / / Tel 020 7040 0901

Mazars LLP is a single integrated international partnership in 71 countries, providing audit, accounting, tax and advisory services. In the UK, we have 116 partners and over 1,250 employees working at our 18 offices. We act for a wide range of not for profit organisations, including charities, social enterprises, social housing and education. As well as compliance services, we work with our charity clients on board development, strategic planning, governance arrangements and risk mitigation. We also have teams working on social finance, sustainable banks, sustainable cities and ethical supply chain auditing.

The philanthropic arm of Macquarie Group, the Macquarie Group Foundation has been investing in communities in which Macquarie staff live and work for more than 25 years, together contributing more than £130 million over that time. The Foundation has a range of initiatives to also build the sustainability of community organisations, including sharing employee skills and supporting programmes that improve the capacity of the non-profit sector. This year the Foundation supported 1300 organisations worldwide, and in London, approximately 30% of Macquarie staff were involved in volunteering programmes in Islington and Hackney.

Thursday, 11 September 2014

Getting On Board launches Trustee Research and Infographic

Getting On Board has launched a trustee infographic to promote the benefits of board level volunteering. Download the image HERE for some catchy trustee information!

·         Getting On Board interviews 200 trustees to establish the impact of volunteering

·         Bridging the Skills gap: All 18-24 year trustee respondents have learnt vital skills, and the vast majority (92%) of those out of work have built skills and boosted motivation

·         Tangible professional benefits: A quarter (22%) of trustees have had a promotion as a result of their board level volunteering

·         Employer benefits: Three quarters (85%) of bosses view trusteeship as an effective and low-cost way for staff to develop skills, with over half (62%) of firms seeing CSR benefits

·         Boosting happiness: Trusteeship makes people happy (82%), with three quarters (73%) admitting to  a boost in their confidence

·         Getting on Board launches trustee infographic to promote the benefits of board level volunteering

It’s official – being a trustee makes the UK’s professionals happier, more confident – and perhaps even richer. Getting On Board, the UK charity that helps promotes new leaders through trusteeship, has released new research that underlines the importance of trusteeship for professionals. Through 200 trustee interviews, it establishes that the benefits of trusteeship are not confined to the individual, with employers benefitting from increased expertise, skills and stronger corporate social responsibility programmes.

The results reveal that for job seekers, trusteeship is more important than ever. 92% of trustees who are currently out of work said they felt being a trustee was building their professional skills and boosting their motivation. 73% of respondents said that a role on a charity board boosted their confidence.

For ambitious workers, board level volunteering could provide the next step up the corporate ladder. Trusteeship has taught vital skills to 100% of respondents aged 18-24, with 65% of all trustees stating that a board volunteering role has improved their CV. A quarter of respondents (22%) even went so far as to say that they received a promotion as a result of trusteeship. Trusteeship can also be an important weapon in cultivating female leaders. 74% of polled women improved in confidence thanks to being a trustee, and 38% had new leadership aspirations as a result.
Board-level volunteering is doing wonders for UK employers too. 85% of bosses said trusteeship is an effective and low-cost way for staff to develop skills. 62% of bosses believe that firms that encourage trusteeships among employees positively raise their corporate responsibility profile.

Katherine Sparkes, Chief Executive of Getting On Board, commented: “Our research highlights the many great things about being a trustee, from the opportunity to work with new people on new challenges, to gaining additional experience to help get ahead of the competition when it comes to career aspirations,”
“Being a charity trustee does so much good for individuals, communities and charities. However, the many benefits for careers, causes, health and wealth are simply not being acknowledged widely enough. 85% of trustees don’t think volunteering opportunities are widely known.  With 98% of trustees saying they would recommend board-level volunteering, it is vital that we shout about these fantastic opportunities and the good they bring into all our lives.”

Notes to editors
Figures based on Getting on Board interviews with 200 trustees, past and present, during 2014

For more information, please contact:
Katherine Sparkes
Tel 0117 973 90 19

About Getting on Board
Getting on Board is a charity that helps individuals, employers and members of professional networks become new leaders in communities through board-level volunteering.
For more information visit or follow Getting on Board on Twitter.

Wednesday, 10 September 2014

Why I became a young trustee - by Shy Rostom of Home Start Haringey (HSH)

Shy Rostom, a young trustee of Home Start Haringey (HSH), describes why she applied to become a trustee, and what she brings to the table.

Read her story HERE.

Tuesday, 9 September 2014

Voluntary Action Harrow launch #Trustee2B project

#Trustee2B - Getting young people into trusteeship

Voluntary Action Harrow (VAH) have recently launched a new pilot project #Trustee2B which will match young people (18-25) with local business professionals and place them as trustees, representatives or advisors within voluntary & community groups and charities in Harrow.

The pilot scheme, which is set to run from September 2014 to April 2015, aims to combat growing diversity worries amongst charities governance at a local level. The Charity Commission have reported that just 0.5% of trustees in England and Wales are aged between 18 and 24 (compared with 12% of the population as a whole). This lack of diversity on charitable trustee boards can restrict access to a broader range of skills, knowledge and experience, which can be fundamental to a charity's performance.

Alex Buckmire, Marketing & Research Director at Voluntary Action Harrow said: "It is a common misconception that young people do not have enough skills or would not be interested in becoming trustees. The fact is, their experience, perspective and general enthusiasm mean they have a great deal to contribute. "

"Trustees are the guardians of the values and ethos of a charity, they are the people who volunteer their time and skills to ensure its objectives are meet and oversee its strategic development. And whilst it is a big responsibility, this project provides a great opportunity for young people to share their experience and insight, as well as providing a rewarding experience for local business employees."

Initial response has been very positive and VAH have already received applications to join the programme. If you are a young person or a local business employee who would be interested in sharing your skills and experience for a great cause, please contact Voluntary Action Harrow by calling 02088615894 or email

Monday, 8 September 2014

Small Charities Coalition delivers 3 year Building Resilience programme

The Small Charities Coalition describes its new 3 year programme:

Building good governance in small London based charities
We know that, despite their hard work and passion, many boards of small charities lack the full range of skills, knowledge and expertise required to help govern their charities most effectively. And in very small charities, it is very often the same people who lead the organisation as well as handle the day to day operations.
Yet we also know that there are a lot of useful services out there, provided by a range of great organisations, but one of the greatest barriers to effective governance is making charities aware of the information and resources available to them that give them the means to successfully implement the principles of good governance.
Thanks to funding from the City Bridge Trust, the City of London Corporation's Charity we are delivering a 3 year programme that aims to build the skills and expertise of boards in small London based charities so that they are better equipped to respond to the challenges they face.
We plan to do this by researching what support is already available and consulting with our members on what does and does not work, and thereby identify any gaps. We will explore ways of filling those gaps through working in partnership and collaboration with a range of sector bodies. We will share this information with all our members across the UK and keep you updated with how you can get involved throughout the course of the programme.

The Good Governance Code

We're basing a lot of our work around the 6 principles set out in 'Good Governance: a Code for the Voluntary and Community Sector', which has proved time and time again to be a great toolkit to help improve governance and organisational resilience. We hope the Building Resilience programme will help to support and develop the great work of the Code.

Who is the programme aimed at?

The Building Resilience programme is aimed at trustees and senior managers (or anyone who's interested in improving governance) of small London based charities. We define a small charity as one that has an annual income under £1 million.
In order to benefit from the programme you must be a member of the Small Charities Coalition. Membership is free and gives you access to our full range of services including discounted training events, a monthly bulletin and a bespoke skills matching service. Sign up HERE.

Friday, 5 September 2014

Deadline for One In A Million video competition EXTENDED!

You may have heard about the Trustees' Week One In A Million video competition. If not, click HERE!

Trustees' Week is officially being launched for the first time at the NCVO's Trustee Conference on 10th November 2014, attended by 500 delegates. We want to hear about your experience of trusteeship in video form, and in return, we're offering three people a ticket to the Conference (which lasts the day) and Drinks Reception.

The three winning videos will also be aired at the Conference, and uploaded onto the Trustees' Week website and YouTube. They'll also be promoted by social media, so it's a great way to get your charity's name out there, and tell us what trusteeship means to you!

We have EXTENDED the submission date for entries to 9am on Friday 10th October 2014. As the competition has been running over the Summer, we wanted to give trustees and charities some more time, considering that people may have been away.

So don't miss out! Grab your camera / phone / ipad and make us a movie! You don't need to be Steven Spielberg to enter this competition - check out our simple example video HERE.

For more information, view the competition brief HERE.

Good luck!

Tuesday, 2 September 2014

Launch of Career Volunteer

Career Volunteer | Connecting good people to great causes

We are delighted to announce the launch of Career Volunteer, the new service connecting the best talent from the corporate sector with charities. Career Volunteer provides a range of services, all cemented by our ethos of championing skilled volunteering.  Firstly, we work with corporations seeking to develop their brightest talent through employee volunteering programmes - placing employees as Trustees or skilled volunteers in the UK and overseas; secondly, we have various services for charities looking to access this amazing pool of talent, from free advertising on our Jobs Board right through to Executive Search and Selection; and, thirdly, we help individuals looking to engage with charities as Trustees, mentors or skilled volunteers.

We think the walls are coming down between the charity, corporate and public sectors in the UK. Charities have much to give the corporate sector in demonstrating how to build organisations around a meaningful and socially useful cause and how to make the most of scarce resources. Corporates have much to give the charity sector in releasing their well trained staff as Trustees, mentors and volunteers. And, more than ever, we are all looking for careers that are purposeful and have a positive impact around the world.

Career Volunteer exists to help make this happen. Our mission is to connect the skills and talents of people around the world with organisations in civil society best able to utilise them. Our vision is to see a world where skilled volunteering is seen as a normal part of everyone's work, encouraged and supported by employers and given due recognition by society as a whole.

So, if you’re a charity looking for skilled volunteers or Board members, a business seeking to develop your brightest people and cement your CSR values, or an individual looking to utilise and develop your skills, we can help.  Find out more at or contact us at or on 020 7939 7442.

Career Volunteer is sister company to Charity People, the specialist charity recruitment consultancy helping people find their dream jobs and clients to find brilliant new employees since 1990 - 

Friday, 29 August 2014

Check out an example entry for the One In A Million video competition - Featuring University of West London Students' Union

You don't have to be Steven Speilberg to enter the Trustees' Week One In A Million video competition!

Simply take a digital camera / phone / tablet and tell us about your experience of trusteeship, in a video of maximum 3 minutes in length.

We have filmed an example video to show that a simple entry is fine - this one took 1 hour to make, using an ipad (ipad movie). We had a lot of fun filming it with Hester Burnige, a trustee of University of West London Students' Union - so get your charity involved, and spread the word!

The 3 winning entries will win a ticket to the NCVO Trustee Conference and Drinks Reception on 10th November 2014, where Trustees' Week 2014 officially launches. The 3 winning videos will be aired at the conference, to 500 delegates, and also posted on the Trustees' Week site and YouTube channel, and promoted through twitter.

So get involved and win some publicity for your charity!

Read the competition brief and ENTER HERE

Thursday, 28 August 2014

Trustees Unlimited Recruitment Case Study: World Society for the Protection of Animals (WSPA)

Trustees Unlimited were tasked with strengthening the board of WSPA and recruiting several new trustees to its board from around the world. Here's the story of what happened...

About World Society for the Protection of Animals (WSPA)
WSPA is a well-respected global animal welfare charity with a reputation for delivering results at the forefront of animal protection. With offices in 15 countries, an operating budget of over $70 million and an unparalleled network of more than 1,000 organisations in 156 different countries WSPA makes a powerful, global impact.

WSPA runs global campaigns on disaster management, stopping the illegal trade in wild animals and humane and sustainable agriculture to end the suffering of billions of animals in intensive farming. The organisation started as a membership organisation in the UK and USA 30 years ago, but it is now a truly global organisation with a new governance structure.

Its new strategy is to make animal welfare part of the global wellbeing debate and bring it more into the public consciousness, much like environmental and humanitarian charities have done over the past decade.

The charity is mid-way through implementing a five year strategy and focusing on delivering real and lasting change not only for the animals, but for the people who depend on them, which means it needs to engage at the top tables in both governments and big businesses around the world. 

To achieve its new goals, WSPA wanted to strengthen its board and recruit several new trustees to its board from all around the world with strong experience in promoting higher standards in animal welfare globally.

The challenge

Previously WSPA had recruited people through its own networks, and mainly from animal charities, but this recruitment and search process needed to be different and reflect the new organisational structure and mission.
Whilst there were trustee boards in place in several countries; the main International board based in the UK now needed to reflect the global nature of its work. The charity needed a more diverse group of international trustees from all walks of life not just animal welfare organisations, to join the International board. The search began two years ago and is on-going.
As Stephen Corri, director of governance and legal services at WSPA commented: “We wanted to find trustees with experience of working with large humanitarian or environmental charities that could help us raise the profile of animal welfare, as these kinds of charities have done in the past. We also needed people with strong commercial and financial backgrounds that are able to make change happen from a business perspective and help us build networks across the world.”
The recruitment process
To recruit on such a global scale is a challenge and to find an organisation flexible enough to be able to do this is also a challenge.
WSPA met up with several large recruitment firms, as well as Trustees Unlimited.
Even though Trustees Unlimited hadn’t undertaken a big international search before they were passionate about the project and flexible in their approach as they moved through the process, so they were selected.
Stephen Corri commented: “We needed a bespoke recruitment service; not an ‘off-the-shelf’ recruitment package that many of the larger recruitment agencies were offering. This was a unique search with a unique set of requirements. We also needed the service to be very cost-effective.
“Trustees Unlimited offered exactly what we needed, within our budget and working together we devised a very successful recruitment programme that has already brought us several great candidates.”
Olga Johnson, Associate Director at Trustees Unlimited headed up the search. Olga is well travelled and having been on the board of three international charities has first-hand experience of what was needed.
After taking a detailed briefing Olga set about the extensive global search to find potential candidates outside the UK that could offer the experience the charity needed to take it forward.
All of the WSPA trustee roles require significant global strategic expertise. In the last two years a skills audit of trustees identified a specific need for a new trustee with strategic finance expertise from the commercial sector, and another with humanitarian aid expertise.
An in-depth global search enabled WSPA to recruit three new trustees in 2012 and 2013 with the above experience. Another search was completed to identify a trustee with relevant global vetinary and animal welfare expertise, and for this role Olga focused on three sectors to identify candidates: 
  • International animal welfare voluntary sector including contacts within WSPA
  • Veterinary colleges and their alumni outside the UK together with veterinary professional membership societies
  • Veterinary pharmaceutical industry
Olga Johnson commented: “This is a very unique and long term search for us, and during the recruitment process I travelled via the web to China, Thailand, New Zealand, Malaysia, Australia, Nigeria, Ethiopia, Ghana, Kenya  DRC and the US making contact with organisations we felt could help us find candidates with the right experience and background.
“By a fortunate coincidence I was able to interview one of the candidates in Kenya, as I just happened to be on holiday there at the time. It truly was a global search,” adds Ms Johnson.
The new trustees
So far Trustees Unlimited has recruited three trustees with a combination of humanitarian expertise and commercial and financial expertise, two of which are overseas. Paul Baldwin, managing director of HSBC Global Banking and Markets Division in London was recruited first in 2012.
This was followed last year by Nesta Hatendi, who is based in Kenya and is the regional representative for Africa for Help Age International. Another is Joseph Nhan-O’Reilly who is based in Thailand and is a senior advisor for Save the Children UK in the Asia region.
The search for trustees is on-going and, having successfully completed a global search for a veterinary trustee, Trustees Unlimited has put forward three more candidates for interview.
Olga Johnson comments: “This search has so far found three extraordinary new trustees for WSPA who are already in place; and in the next few weeks interviews will be taking place for the veterinary trustee role.It has been a pleasure working with WSPA and I very much look forward to continuing to look for trustees and completing their international board.”
Trustees Unlimited is a joint venture trustee recruitment company set up by Russam GMS, NCVO and Bates Wells Braithwaite. The company has seen rapid growth over three years and is working with charities of all sizes to appoint professional trustees to their boards. Currently one in five charities has a trustee vacancy on their boards, Trustees Unlimited has a database of around 1,300 trustees from professional backgrounds looking for trustee positions.

Tuesday, 26 August 2014

Masterclass on the Role of the Honorary Treasurer - from the Honorary Treasurers Forum (Half price for Trustees' Week!)

The Honorary Treasurers Forum is holding a Masterclass on 'The role of the Honorary Treasurer'.

Date: Tuesday 4th November 2014
Time: 6pm-8,45pm (Arrival and registration from 5.30pm)
Location: Cass Business School, 106 Bunhill Row, London, EC1Y 8TZ
Price: £25 (usually £50 - half price to celebrate Trustees' Week 2014!)

The session will be led by Judith Miller of Sayer Vincent, and aims to introduce those who are new to charities or less experienced in charity accounting to the key aspects of charity governance and management.  As well as interactive group exercises, there will be a full set of notes to take away adding valuable information on taxation for charities, the accounting framework and a list of resources.

This will be an excellent opportunity to brush up on knowledge and skills and question one of the leading experts in charity accounting.

There is usually a small charge of £50 for the master class.  However, to celebrate Trustees’ Week 2014, the cost is only £25. We are particularly grateful to Sayer Vincent and Cass Business School whose support is helping subsidise this event.
Book your place HERE.
17.30 - Arrival and registration at Cass
18.00 - Shape and Size of the Charity Sector: Main sources of income, how many people work in the sector and diversity of sector
18.30 - The role of trustees: How governance is different to management, the role of the treasurer and interaction with managers and volunteers
19.15 - Charity Accounting: How charity annual accounts are different to commercial accounts, drawing out important aspects such as restricted funds, reserve levels and cost allocation
Judith Miller
Judith became a partner at Sayer Vincent in 2006. Before joining the firm, she trained as a Chartered Accountant with KPMG, working for them in the UK and in Germany. She is a Fellow of the ICAEW and holds a Diploma in Charity Accounting.

As well as handling a portfolio of audit clients, Judith leads reviews of governance structures, and team, departments and organisational reviews. She also leads teams performing financial reviews where organisations are seeking assurance, including due diligence and reports to funders with concerns around financial management and governance.
Judith has worked with a wide range of charities and not-for-profit organisations, these include Community Service Volunteers (CSV), the Royal Institute of British Architects (RIBA), Royal College of Obstetricians and Gynaecologists, the Institute of Contemporary Arts (ICA), Mind, Movember, Combat Stress, The Park Theatre and the Institute of Development Studies.

Judith's work reflects our emphasis on the "people factors". This relates to both how the work is planned and performed as well as the likely risks and issues associated with the areas under review. Assignments are tailored to the way individual clients work. Judith is an experienced trainer and facilitator and designs bespoke development days for clients, as well as speaking at conferences and leading our client seminars. She supports clients achieve their objectives and makes areas that can be seen as complex and inaccessible, or perhaps just dull as vital, interesting and accessible.
Judith is a trustee for a charity which provides care to people with learning disabilities and a board member at BUPA Foundation.
Please contact Barbara Robertson at the Honorary Treasurers Forum with any questions, on or 0207 040 8781

Friday, 22 August 2014

Shining Your Light: A Burton Sweet Charity Seminar - Bristol

Burton Sweet (Chartered Accountants, Business Advisers and Tax specialists) are holding a seminar for charity trustees, officers, key volunteers, and those involved with charity management, finance and administration.

Date: 1st October 2014
Time: 9am-2pm (includes lunch)
Location: Events suite, M Shed, Wapping Road, Princes Wharf, Bristol, BS1 4RN (
NB: M Shed is fully accessible
Price: £43 + VAT

The seminar will cover:

* Spotlight on the new SORP

* Charity people - the opportunities and challenges

* Board effectiveness

* Update on the regulatory and financial environment

Burton Sweet speakers:

Ed Marsh, Head of Charity Services
Cecile Gillard, Legal Manager, Charities

Guest speaker:

Quentin Elson, Principal
Charity Eminence

BOOK NOW by contacting / call 0117 914 2057