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Our theme this year is ‘Operational Efficiencies’.

This half-day conference will cover current market views, new opportunities for cash management, board / trustee succession & skills, a social enterprise example and an update from the charity commissioner. We will finish with a buffet lunch and you will have an opportunity to meet our speakers and Evelyn Partners investment managers on a one-to-one basis.

We are delighted to welcome Seamus McKee, former BBC Radio Ulster presenter who will be our compere, Sarah Burrows, Head of Charities, Edwards & Co. Solicitors, Janet Schofield, CEO of the Compass Advocacy Network and Frances McCandless, Chief Executive of the Charity Commission. We will also be joined by a number of speakers from Evelyn Partners including Chris O’Neill, Head of Charities NI, Daniel Casali our Chief Investment Strategist and Claire Watson, Associate Investment Manager.

If you wish to attend, please use the below ‘Register Now’ link or RSVP with Claire Watson at


  • 10:00-10:30

    Arrival tea, coffee and networking

  • 10:30-10:40

    Welcome and Introductions - Chris O’Neill Head of Charities NI, Evelyn Partners Investment Management LLP, Seamus McKee, Former BBC Radio Ulster

  • 10:40-11:00

    Market update - Daniel Casali, Chief Investment Strategist, Evelyn Partners Investment Management LLP

  • 11:00-11:20

    New Opportunities for Cash Management – Claire Watson, Associate, Evelyn Partners Investment Management LLP

  • Break

    10 mins

  • 11:30-11:50

    Board/Trustee succession and skills - Sarah Burrows, Partner, Edwards & Co.

  • 11:50-12:10

    Thinking outside the ‘barn’ - Janet Schofield, CEO, Compass Advocacy Network

  • 12:10 -12:30

    Charity Commission Update - Frances McCandless, Chief Executive

  • 12:30-12:50

    Panel Q&A

  • 12:50 -13:00

    Closing remarks

  • 13:00

    Lunch and networking

Time & Location

W5 The Odyssey, 2 Queens Quay, Belfast BT3 9QQ

The Odyssey, 2 Queens Quay, Belfast BT3 9QQ, UK
10:00 - 14:00 GMT

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