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Online resource library

In this section you will find upcoming events and session recordings.

Return to homepage Insight articles and videos

Previous events

State of the charity sector

McCarthy Denning’s Jayne Adams provides charities with a review of sector regulatory changes.

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Panel Discussion: Practical Solutions to net zero

Evelyn Partners colleagues from Risk, Investment Management and Strategic Advisory help charities to navigate first steps and ongoing concerns when approaching their net zero objectives.

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Planning and recruiting for effective charity growth webinar

Our recent webinar exploring how charities can recruit in line with their strategic vision is available on our website.

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Divided States of America – a look ahead to the US election

Evelyn Partners’ Rob Clarry looks at the effect of the US election on markets.

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VAT Update for charities and schools

Evelyn Partners’ VAT specialist, Owen Burn provides charities and schools insight on recent VAT changes.

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Preserve and Grow – Is ‘boring’ best?

Evelyn Partners’ Investment Manager, Emma Moffat helps charities to navigate risk and effective management of their long term reserves.

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The role of cash in a variable inflation environment

Evelyn Partners’ Investment Manager, Christian Flackett looks at charities’ cash management in light of recent inflation.

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Discussions with a charity champion

Caron Bradshaw, OBE, CEO of Charity Finance Group talks to Evelyn Partners about her thoughts on the sector.

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State of the charity sector

Farrer & Co’s Elizabeth Jones provides charities with an update on sector governance trends and regulatory changes in her ‘State of the Charity Sector’ presentation.

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Preventing fraud

Evelyn Partners Annabel Kerley, Amanda Smith and Andrew Manning discuss their experience and tips on how a charity can spot and prevent fraud or deal with it when it’s happened.

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Investment support

Evelyn Partners Gordon Selfridge shares examples of how we can help a charity with its investment and related challenges.

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Setting operational net zero criteria

Evelyn Partners Pranav Nadkarni looks at why setting operational net zero criteria is important.

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Making your reserves work harder

Evelyn Partners Mark Graham consider a charity’s options to improve returns on their short term and longer term reserves including potential concerns and opportunities.

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Discussions with a social entrepreneur

Ian Joseph of Russam GMS, Trustees Unlimited and Step on Board reflect on his straddling the commercial and not for profit worlds as a social entrepreneur.

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Cyber security considerations for Livery companies

Evelyn Partners Siva Mallampati talks about the different cyber risks and why cyber security matters.

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Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

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