Check out the latest events being organised by charity advisers. To access past events and webinars, please click here.
Events Calendar
Investment Seminar Series 2026 - London
14.05.2026 13:30 - 18:00CCLA Investment Management, One Angel Lane, London, EC4R 3AB
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...
Advanced Skills for Effective Charity Governance and Financial Stewardship
19.05.2026 09:30 - 12:00Online
Our Advanced Charity Finance and Governance for Trustees session takes a deeper dive into the key responsibili...
Post‑Scottish election insights: What the results mean for the charity sector (Roundtable in-person)
19.05.2026 12:15 - 14:15Join us for a charity trustee roundtable, featuring guest speaker Peter Duncan, former Shadow Cabinet member...
HSBC Trustee Training: Stewardship and Responsible Investment
20.05.2026 10:00 - 10:45Zoom Webinar
Can responsible investment support your charity’s mission and strengthen risk management? Learn more about how...
Fraud Risk Management
21.05.2026 09:30 - 10:30On line
Fraud poses a significant threat to organisations of all sizes, impacting financial stability, reputation, and...
Philanthropy, markets and investment oversight (Roundtable in-person)
21.05.2026 12:00 - 14:30Northampton Museum and Art Gallery, 5-6 Guildhall Road, Northampton, NN1 1DP (Includes Lunch)
We are pleased to invite you to a charity trustees roundtable where we will discuss the role of philanthropy,...
Charity Multi-Asset Fund Update
21.05.2026 12:00 - 13:00London and Online
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asse...
Charity Investment Training and Economic Update - Glasgow
28.05.2026 09:30 - 14:15Trades Hall, 85 Glassford St, Glasgow G1 1UH
Sarasin & Partners, are pleased to announce our CPD-accredited Charity Investment Training and Global Ec...
Training for charity trustees: collaborate, share and learn
03.06.2026 16:00 - 19:00Birmingham
Overview Join us in the Rathbone's office to discuss the key foundations of being a trustee. Join us f...
Charity Governance Code - refreshed
05.06.2026 09:30 - 10:30Online
The Charity Governance Code was refreshed in 2025, bringing important updates that impact how charities operat...
How to approach risk management for charities & voluntary groups
09.06.2026 14:00 - 15:00Online
In this session, Tim Larden from Access Insurance will go through the basics of risk management and insurance ...
Charity Trustee Investment Training - Part One
10.06.2026 10:00 - 13:00Online
Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...
Live webinar: How can charities build financial resilience in an uncertain funding environment
17.06.2026 12:00 - 13:00Online
Charities are operating in an increasingly challenging funding environment. Rising demand for services, sust...
Investment Breakfast Seminar Series 2026 - Cardiff
18.06.2026 08:30 - 10:30voco St David’s Cardiff, Havannah Street, Cardiff, CF10 5SD
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...
Investment Seminar Series 2026 - Bristol
18.06.2026 12:30 - 17:30Leigh Court Business Centre, Pill Road, Abbots Leigh, Bristol BS8 3RA
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...
Overseas purchases and the reverse charge
19.06.2026 09:30 - 10:30Online
Many organisations aren’t aware that they are purchasing services from a supplier based overseas. However, thi...
Where next for risk management?
03.07.2026 09:30 - 10:30Online
The world is changing at an unprecedented pace which is challenging traditional approaches to risk management....
Investment Seminar Series 2026 - Oxford
14.07.2026 12:30 - 17:30Rhodes House, South Parks Road, Oxford, OX1 3RG
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...
Sustainable Multi-Asset Fund Update
15.07.2026 12:00 - 13:00London and Online
Tom Montagu-Pollock, Emilie Shaw and Matt Best will provide a half yearly update for the Sustainable Multi-Ass...
Trading and subsidiaries
17.07.2026 09:30 - 10:30On line
For charities, expanding your activities to scale impact and generate sustainable revenue streams is often cru...
Basic intro to SORP
14.08.2026 09:30 - 10:30Online
Navigating the world of charity accounting can be overwhelming, especially when it relates to understanding th...
Charity Trustee Investment Training - Part Two
08.09.2026 10:00 - 13:00Online
Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...
Introduction to theatre, orchestra, museums and galleries tax relief
11.09.2026 09:30 - 10:30Online
We understand the unique financial challenges faced by theatre companies, orchestras, museums, and galleries. ...
Investment Breakfast Seminar Series 2026 - Newcastle
24.09.2026 08:30 - 10:30Hilton Newcastle Gateshead, Bottle Bank, Gateshead, NE8 2AR
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...
Investment Seminar Series 2026 - Edinburgh
24.09.2026 12:30 - 17:30The Balmoral Hotel, 1 Princes Street, Edinburgh EH2 2EQ
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...
Investment Seminar Series 2026 – Manchester
07.10.2026 12:30 - 17:30Etihad Stadium, Etihad Campus, Manchester, M11 3FF
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...
Tax on Supporter, Patron and Membership schemes
09.10.2026 09:30 - 10:30Online
Engaging with supports, members or patrons can be a great way for charities to both engage with their benefici...
Investment Seminar Series 2026 - Birmingham
13.10.2026 12:30 - 17:30Hyatt Regency Birmingham, 2 Bridge Street, Birmingham B1 2JZ
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...
INPAS
30.10.2026 09:30 - 10:30Online
Join us for an insightful webinar exploring the International Non-Profit Accounting Standard (INPAS) and its r...
Charity Multi-Asset Fund Update
03.11.2026 12:00 - 13:00Online
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asse...
Annual Charity Investment Forum
12.11.2026 11:00 - 19:00London and Online
We are delighted to be hosting our hybrid 2026 Charity Investment Forum on Thursday 12th November
Investment Seminar Series 2026 - Exeter
03.12.2026 09:30 - 14:00Sandy Park Conference Centre, Sandy Park Way, Exeter EX2 7NN
Our investment seminars are designed to provide knowledge and insight into some of the most important issues f...