Check out the latest events being organised by charity advisers. To access past events and webinars, please click here.

Events Calendar

Sarasin & Partners: Charity Forum Lunch

25.06.2024 12:45 - 12:45
Juxon House, 100 St Paul's Churchyard, London EC4M 8BU

Please join us at one of our Charity Forum Lunches that we hold in our offices next to St Paul’s Cathedral. ...

London trustee training: meeting your financial obligations

03.09.2024 16:00 - 18:00
EFG Harris Allday, Park House, 116 Park Street, London W1K 6AP

Successfully managing your charity’s finances can help to fund future philanthropic projects. Benefit from our...

Shrewsbury trustee training: meeting your financial obligations

10.09.2024 12:00 - 14:00
EFG Harris Allday, Ground Floor, Beech House, Anchorage Avenue, Shrewsbury Business Park, Shrewsbury SY2 6FG

Join us for lunch with Rupert Cecil, Head of Charities and Philanthropy at EFG Harris Allday, and Guy Davies, ...

Sarasin & Partners: CFG Advanced Investment Training 2024

10.09.2024 14:00 - 17:00
In person events will be held at Sarasin & Partners, Juxon House, 100 St Paul's Churchyard, London, EC4M 8BU. Refreshments will be served on arrival, and wine and snacks served after the session ends at 5pm.

In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you g...

CCLA Investment Seminar - Liverpool

11.09.2024 08:30 - 10:00
Malmaison Liverpool, 7 William Jessop Way L3 1QZ

The 2024 Investment Seminar Series is designed to enable you to do more than just meet your obligations in man...

CCLA Investment Seminar - Manchester

11.09.2024 12:30 - 18:00
The Etihad Stadium, Ashton New Road, Manchester M11 3FF

The 2024 Investment Seminar Series is designed to enable you to do more than just meet your obligations in man...

Glasgow Charity Investment Conference

12.09.2024 00:00 - 00:00
Evelyn Partners, 177 Bothwell Street Glasgow G2 7ER

The 2024 Evelyn Partners Charity conferences will occur in 7 locations across the country – Belfast, Birmingh...

Trustee Training Part 2

12.09.2024 09:30 - 15:00
Hybrid

Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...

Birmingham trustee training: Addressing your legal responsibilities and the basic principles of investing (am session)

17.09.2024 10:00 - 12:30
EFG Harris Allday, 5th Floor, 103 Colmore Row, Birmingham B3 3AG

Charities play a vital role in our communities, providing essential support where it is needed most. Join our ...

Birmingham trustee training: Addressing your legal responsibilities and the basic principles of investing (pm session)

17.09.2024 14:30 - 17:00
EFG Harris Allday, 5th Floor, 103 Colmore Row, Birmingham B3 3AG

Charities play a vital role in our communities, providing essential support where it is needed most. Join our ...

Cheltenham trustee training: Understanding your legal responsibilities and the basic principles of investing

19.09.2024 10:30 - 13:00
Charles Russell Speechlys LLP, Compass House, Lypiatt Rd, Cheltenham GL50 2QJ

Join our trustee training session in Cheltenham this autumn. Join Sarah Rowley, Charities, Not-for-Profit and ...

London Investment Conference

26.09.2024 00:00 - 00:00
Evelyn Partners, 45 Gresham Street, London, EC2V 7BG

The 2024 Evelyn Partners Charity conferences will occur in 7 locations across the country – Belfast, Birmingh...

Sarasin & Partners: CFG Foundation Investment Training 2024

01.10.2024 14:00 - 17:00
In person events will be held at Sarasin & Partners, Juxon House, 100 St Paul's Churchyard, London, EC4M 8BU. Refreshments will be served on arrival, and wine and snacks served after the session ends at 5pm.

In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you g...

Edinburgh Charity Investment Conference

03.10.2024 00:00 - 00:00
TBA

The 2024 Evelyn Partners Charity conferences will occur in 7 locations across the country – Belfast, Birmingh...

Annual Charity Conference

10.10.2024 09:30 - 16:30
Stoller Hall, Manchester

We are pleased to invite you to our Annual Charity Conference on Thursday 10 October 2024 at The Stoller Hall....

CCLA Investment Seminar - Edinburgh

23.10.2024 12:30 - 18:00
The Balmoral Hotel, 1 Princes Street, Edinburgh, EH2 2EQ

The 2024 Investment Seminar Series is designed to enable you to do more than just meet your obligations in man...

Belfast Charity Investment Conference

24.10.2024 00:00 - 00:00
W5 The Odyssey, 2 Queens Quay, Belfast BT3 9QQ

The 2024 Evelyn Partners Charity conferences will occur in 7 locations across the country – Belfast, Birmingh...

CCLA Investment Seminar - Birmingham

06.11.2024 12:30 - 18:00
The Grand Hotel, 1 Church Street, Birmingham B3 2FE

The 2024 Investment Seminar Series is designed to enable you to do more than just meet your obligations in man...

Sarasin & Partners: CFG Advanced Investment Training 2024

12.11.2024 09:30 - 11:30
Virtual, Zoom

In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you g...

CCLA Investment Seminar - Exeter

04.12.2024 12:30 - 18:00
Sandy Park, Sandy Park Way, Exeter EX2 7NN

The 2024 Investment Seminar Series is designed to enable you to do more than just meet your obligations in man...