Trustees and Directors of Citizens Advice Diss, Thetford & District (CADAT)
We are a charity and company limited by guarantee and as such are required to have a Trustee Board which deals with the governance of the office. It is important we select Trustees who have a broad range of skills which complement each other and that the Board works together as a team with staff and volunteers working in the office. It is also vital that they uphold the principles of Citizens Advice which are to provide a high quality, impartial and confidential service to those living in the community they serve and challenge any social injustices of which they become aware.
Board meetings are held at least four times each year. The Chief Officer advises the board and attends all board and committee meetings. At meetings one or two staff or volunteers may be invited to make a presentation to the Board to explain their work roles.
There are four sub committees and all have Terms of Reference. These committees meet before a Trustee Board meeting when they report on their recent work and share their plans for the future. These committees are:-
- Personnel, Health, Safety and Wellbeing
- Finance, Fundraising, Development, Remuneration & Audit, Risk & Compliance
- Research & Campaigning
- Staff Team
We have seven trustees. They are:-
Stephen Drake has been involved in the legal profession for over 30 years and brings a wealth of experience to the board.
Julia Glenn has enjoyed a truly global career, first in investment banking fintech and more recently as a director in the social enterprise and UK SME sector. Julia’s award-winning work has included establishing overseas manufacturing partners to provide folding humanitarian shelters for displaced people (as CEO of an engineering company) and most recently, setting up specialist dementia services here in the UK as Director of Innovation for an adult social care company. Julia is a University of East Anglia alumna (and keen Norwich City supporter) and lectures from time to time in Information Systems at Norwich Business School. Interests include sport and technology, most specifically searching for solutions to problems faced by people who live with dementia.
Patrick Gorman is our Treasurer, and has 45 years international business experience. He has direct experience of the service having previously volunteered as a general advisor at Citizens Advice in Great Yarmouth. Patrick is also a trustee of a multi-academy trust in Norfolk.
Christine Liggett is a business advisor and mentor. She has over 30 years’ experience in marketing and strategic planning and currently volunteers as a mentor at the University of East Anglia Business School. She was a Diss Town Councillor from 2015 to 2019.
Marion Morse M.B.E is our current chair. She has been involved with the Citizens Advice service for more than 40 years. She is also a hospital manager for the Norfolk and Suffolk Mental Health Trusts.
Phillip Richardson is a retired U.S Air Force officer, logistician and educator. He served in Asia, Europe, and the USA at various levels including at NATO headquarters and an aviation repair depot. He has taught a wide variety of subjects (business, logistics, management, technology, systems, mathematics, government, and others) for eight universities. He has volunteered in various roles for local churches, scouting groups, and schools. He has published a number of articles, written and edited newsletters, and co-authored a book on research methods and statistics.
Jill Wade is a management consultant with 35 years’ experience of working with firms to diagnose and resolve issues and deliver healthy organisational change. Areas of specialism include treating customers fairly, vulnerable customers, people strategy, learning and development, diversity and inclusion. Most recently she has been providing advice to organisations and boards on conduct and culture.
The whole CADAT team try to meet together at least once a year, to update ourselves on the office’s progress and keep our training up to date.