This year’s theme, Fostering Financial Resilience, explores how charities can respond confidently to today’s economic and regulatory landscape, strengthen governance and make informed investment decisions for the future.
What to expect
Through keynote presentations and interactive breakout sessions, we’ll explore the issues shaping the charity sector today, including:
The current state of the charity sector
The investment outlook for charities
AI’s evolving environmental impact
Total return investing and income strategies
Managing investment risk in concentrated markets
The potential impact of 2027 inheritance tax changes on charitable giving
Leadership lessons from social enterprise
You’ll also have the opportunity to tailor your experience by selecting breakout sessions most relevant to your organisation, before networking with fellow delegates and industry experts over lunch.
Spaces are limited and early registration is recommended.
Agenda
08:30
Registration and breakfast
09:00
Welcome – Caroline Gee, Evelyn Partners
09:10
State of the Charity sector - Liz Brownsell, Partner & Head of Charities, Birketts LLP
09:40
Market update - Arielle Ingrassia, Evelyn Partners
10:10
From tension to transformation: AI's evolving environmental impact - Katrina Brown, Evelyn Partners
10:40
Break and refreshments
11:00
Breakout sessions
12:05
Break and refreshments
12:15
Mission vs. margin: The challenges of doing good and doing well – Liam Black, Social Entrepreneur
12:45
Lunch and networking
15:00
Close
Time & Location
Evelyn Partners, 45 Gresham Street, London, EC2V 7BF
