Events

Shrewsbury trustee training: meeting your financial obligations

EFG Harris Allday

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

Strategically managing your charity's finances can help to fund future philanthropic projects. In this training session we will provide an overview of the basic principles of investing, followed by an introduction to Charity Intelligence - helping to support you in your role as a charity trustee. 

12:00 - 12:30 - Registration and refreshments

12:30 - 13:15 - The basic principles of investing, hosted by Rupert Cecil, Head of Charities and Philanthropy at EFG Harris Allday

13:15 - 14:00 - Introduction to Charity Intelligence,  hosted by Guy Davies, Co-founder of Charity Intelligence



Register via our events page at www.efgha.com. 

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