Find out more about:
- Charity Reserves - Our panel of experts will update you on best practice for charities in relation to reserves and how to ensure they are being used purposefully. The current accounting and regulatory rules will be reviewed by Rory McCall and Stephanie Compston from Wylie & Bisset CA. Then Chris Mills, author of the IVAR report ‘Thinking about… Charity Reserves: A research report into charity reserves management in Scotland’ will talk about the purpose of reserves and how charities can manage them strategically, including some reflections on what funders can do to help that happen. Finally, our investment management colleague Mark Graham will talk about how Evelyn Partners can help your charity make its reserves work harder. There will then be an opportunity to ask our panel some questions.
- Spotting Fraud - How to minimise the risk of fraud, how to spot it and how to deal with it when it happens – our Forensic Accounting and Assurance colleagues from Evelyn Partners LLP Charis Woollcombe Gambrill, Amanda Smith and Andrew Manning will share some relevant charity case studies and practical recommendations.
- Investment Megatrends - Our investment strategists David Goebel and Rob Clarry will talk to us about investing in the future – which long term trends are going to shape the next decade and beyond? they will focus on Shifting Demographics, Changing World Order, Energy Transition and Technological Revolution.
- Charity Investment Support - How can Evelyn Partners help your charity with its investment and related challenges. Our investment management colleagues Gordon Selfridge and Debbie Hair will showcase some of the services that we can support your charity with, beyond portfolio management.
The value of investments, and the income from them, may go down as well as up and investors may get back less than the amount originally invested.
Time & Location
Evelyn Partners, Atria Two. 148 Morrison Street, Edinburgh, EH3 8EX