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This year’s conference will explore Fostering Financial Resilience - empowering charities to navigate uncertainty, regulations, good governance and how to diversify income in order to plan confidently for the future.

What to expect

Through a series of focused sessions aligned to our core theme, we will cover:

  • Charity law review and update

  • Responsible investment and how it affects you

  • Good governance and the investment skills gap

After presentations, attendees will have the opportunity to network with peers and sector specialists, sharing ideas and approaches to building resilience in an evolving landscape.

Agenda

  • 9:30 - 9:50

    Registration and breakfast

  • 09:50

    Welcome Rachel Willliams, Evelyn Partners

  • 10:00 - 10:30

    Divest or engage, the pros and cons, Katrina Brown, Evelyn Partners

  • 10:30 - 11:00

    Legal Update on the Charity Sector, Graeme Hughes/Imogen Trafford, Brabners

  • 11:00 - 11:15

    Break and refreshments

  • 11:15 - 11:45

    Geopolitics Strategy Update, Arielle Ingrassia, Evelyn Partners

  • 11:45 - 12:15

    Good Governance for Trustees: Addressing the investment skills gap, Hayley Myers & Duncan Brookes, Evelyn Partners

  • 12:15 - 13:00

    Lunch and networking

  • 13:00 - 13:30

    Give & Grow Together; making corporate giving count, Charities Trust

  • 13:30 - 14:00

    Trust the Trustees: Helping them thrive in their role, Katy Dixon & Barbara Carlisle

  • 14:00

    Round up and networking

Spaces are limited - we encourage early registration to secure your place.

Time & Location

The Royal Liver Building, Pier Head, Liverpool, Merseyside, L3 1NY

Liverpool L3 1DP, UK
09:30 - 14:00 GMT

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