The Role of the Charity Secretary

A one-day introduction to the unique responsibilities of the charity secretary. 9am - 4.30pm. Central London.

Upcoming dates to be confirmed

If you need any further assistance or advice, please call +44 (0)20 7580 4741 or contact us


Due to the current coronavirus pandemic, we have converted our classroom training courses into virtual training courses. Due to the regulations around social distancing, we have put all of our classroom training on hold until early 2021. Once these dates are open for booking you will find them listed below.  But for now, please visit our Virtual Classroom Training section and register for the virtual edition of The Role of the Charity Secretary  

Charity secretaries serve a critical role – but it is easy for newcomers to feel overwhelmed. Trustees. Regulators. Beneficiaries. Each generates their own needs and requirements.

But you are not alone. Kirsty Semple is a Chartered Secretary who has worked with charities for more than ten years. Start on the right foot (or refresh your knowledge) with this concise, practical course.

What you get

By the end of the day you will have:

  • The confidence to undertake the core duties of the charity secretary
  • Insight into the relationship with trustees, regulators and beneficiaries
  • A concise overview of the Charities Act 2006, the Companies Act 2006 and the legal requirements of public benefit
  • Advice on practical skills like meetings and decision making (see Full Programme)

You will also receive:

  • A Delegate Pack containing notes and presentation slides
  • A certificate to show you have attended the course
  • 6 months complimentary professional subscription of the Chartered Governance Institute (see below)
  • 6 hours credit towards your Continuing Professional Development (CPD)


Your complimentary 6-month Professional Subscription

We support our attendees long after they complete the course. Your professional subscription includes a subscription to G+C Magazine, as well as access to briefings, discounts and our knowledge base.

Get your copy of Charity Handbook, 4th edition and Charity Checklists, 2nd edition

Delegates to this course get the opportunity to buy the accompanying books. For more info about our books, please visit our book shop.


Please expand the dropdown to see the course programme timetable and highlights.

9:00   Registration & tea/coffee

9:30  Charities

Read More

  • What is a charity; charitable purposes and public benefit
  • Charities Act 2006
  • Different legal forms
  • Different roles in a charity; beneficiaries; members; trustees and staff
  • Subsidiaries and branches

The charity constitution

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  • What is it, and what does it contain?
  • Importance of complying with the constitution
  • Amending the constitution

11:00   Tea/coffee

11:15  The secretary

Read More

  • Understanding and approaching the role
  • Annual timetable
  • Ongoing work and reviews
  • Reporting lines

The legal framework

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  • Understanding the legal framework
  • Oversight of obligations
  • Land and property
  • Contracts
  • Seals

12:45 Lunch

13:30  Charity regulation and compliance

Read More

  • The Charity Commission – role and powers
  • Charities that operate in Scotland and Northern Ireland
  • Other regulators (e.g. Companies House)
  • Annual returns, reporting and accounts, and event driven filing
  • Records, registers and document retention
  • Names and stationery


Read More

  • Recruitment and selection
  • Duties and liabilities
  • Benefits and payments; conflicts of interest

15:15 Tea/coffee

15:30   Meetings and decision making

Read More

  • General meetings
  • Board meetings
  • Delegation; monitoring and control
  • Committee meetings
  • Alternatives to meetings

16:30 Close

Course leader

Kirsty Semple

Kirsty is a Chartered Secretary in Public Practice and director of Semple Associates Ltd, formed in 2001. Specialising in corporate governance and compliance, she has provided consultancy, training and support to the boards of a number of voluntary sector organisations for ten years.

View details


A lot of very useful content covered.
Sarah Carter, Company Secretary, Citizens Advice Rushmoor



£605 + VAT (Delegate rate)
£545 + VAT (Charity rate)

Upcoming dates to be confirmed

Location: Saffron House, 6-10 Kirby St, London, EC1N 8TS


There are no upcoming dates at this time.

Call or Contact us with any questions you may have

   +44 (0)20 7580 4741

   contact us

   Saffron House, 6–10 Kirby Street, London, EC1N 8TS

How to find us

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