The Role of the Charity Secretary

The role of charity secretary is critical in ensuring good governance and supporting better decision making, but its responsibilities are not easy to fulfil. Trustees, regulators, and beneficiaries each generate their own needs and requirements.

Start on the right foot or refresh your knowledge with this concise, practical course.  Participants will leave with a practical knowledge of the charity governance structure, relevant legislation and tools, processes, and expert advice for day-to-day good governance operations.

Participant Profile

1. Are you looking to understand the legal and regulatory framework that charities operate within?
2. Do you want to learn about the core duties and responsibilities of a Charity Secretary?
3. Are you interested in discovering how to facilitate Trustees and Boards in meeting their statutory responsibilities as a Charity Secretary?
4. Would you like to explore practical tools to support effective governance practices?

Learning Outcomes

By the end of this course, participants will have:

1. The confidence to undertake the core duties of the charity secretary.
   
2. Insight into the relationship with trustees, regulators, and beneficiaries.
   
3. A concise overview of the Charities Acts 2011 and 2016, the Companies Act 2006 and the legal requirements of public benefit.
   
4. Advice on practical skills in areas like managing meetings and decision making.

You will also receive:

• A delegate pack containing comprehensive course notes and presentation slides
• A certificate to show you have attended the course
• 6 hours credit towards your Continuing Professional Development (CPD)
• 6 months complimentary professional subscription of The Chartered Governance Institute UK & Ireland. This includes a subscription to G+C Magazine as well as access to briefings, discounts and our knowledge base.

People who take this course often go on to book:

• Essential Charity Governance
• Certificate in Charity Law and Governance
• Effective Minute Taking
• Effective Chairing Skills
• Introduction to Board Performance Reviews
• Risk Management Fundamentals

Useful CGI Resources:

• Charity handbook, 4^th edition
• Charity checklists, 2^nd edition

A wealth of further information and guidance on Charity governance practices can be found on our website.

Competency framework:

This course aligns to CGI’s competency framework: Entry/Emerging
Use the competency framework to identify your strengths and areas for improvement in governance.