Trustee Masterclass

The Trustee Masterclass is designed to support new and existing EO trustees in the requirements of this role..

This virtual training is for individuals who have senior level company experience and are appointed to, considering being appointed to, or interested in knowing more about, the workings of the trust boards of employee owned companies.

Attendees include Vendor Trustees, management Trustees, company experienced Employee Trustees and Independent Trustees.

Date: TBC - register your interest to be notified of the next dates

Time : 9am to 1pm daily, 3 consecutive mornings, Tuesday to Thursday

Venue: virtual

This Trustee Masterclass is led, curated and co-hosted by:

Campbell McDonald , an EO expert with 18 years working in and with EO businesses, Chief Executive of the EO think tank Ownership at Work and lead on their EO Knowledge Programme, MD at The Eternal Business Consultancy and independent trustee

 and

Sue Lawrence , an experienced independent trustee, Founder of Independent Directors and Trustees, Chartered Director and author of books on governance published by The Chartered Governance Institute, and a former business leader of professional services businesses, including trust companies.

Attendees will learn about the breadth of the role of the trust, including its role as majority company shareholder, where it can add most benefit, how it slots into the wider structure of the business, and what it is not responsible for.

Agenda:

The 3 mornings are split across 4 core modules covering fundamental knowledge and skills, and a fifth dimension of application:

1. EO Basics
2. Role of Trustees vs Role of the Board
3. Business Health and the Role of the Trust
4. EO Culture and Best Practice
5. Dynamic Application

Throughout the course, participants are encouraged to share their own insights whilst navigating the content, whilst the hosts provide real life examples of the various aspects in practice.

Places are limited to ensure that attendees learning goals, shared prior to attendance, can be incorporated into the course throughout the 3 mornings.

Who Should Attend?

• Founders and Vendors of companies who have sold into EO and now act as a Vendor Trustee
• Existing Leaders in EO companies seeking tounderstand the role of the trust, whether they are current or future trustees themselves
• Director and Management Trustees  looking to enhance their business knowledge with trust specific expertise
• EO Trustees  including individuals who are currently, or seeking to become, independent trustees for EO companies.

Find out more and register your interest  contact us at info@directorsandtrustees.co.uk