Events

As charities navigate increasing regulatory demands, rapid technological change and heightened scrutiny, trustees must balance opportunity with risk. 

We are pleased to invite you to an in-person charity seminar where we will explore the key issues shaping the sector and share practical insights to help you respond with confidence. This session will bring together expert perspectives from Quilter Cheviot, Crowe, Netcom and West Midlands Police. 

What we will cover:

• Balancing mission, ethics and returns

• Charities SORP and FRS 102 updates

• Strengthening the charity sector through digital skills

• Cyber threats, fraud and practical protection 

Quilter Cheviot – Balancing mission, ethics and returns

Trustees are increasingly asking their investment managers how they should invest in line with their charity’s purpose and vales. In this session, Charities Director, Charles Mesquita and Investment Manager, Mark Bates will explore a pragmatic approach to responsible investment. They will focus on how trustees can evidence a robust decision-making process and navigate ethical and reputational considerations in a thoughtful and defensible way—without prescribing “right” or “wrong” answers. 

Crowe – Charities SORP and FRS 102 updates

(Effective for financial years starting on or after 1 January 2026)

Helen Blundell, Social Purpose and Non-Profits Partner at Crowe, will outline key accounting and reporting changes under the revised Charities SORP and FRS 102, including updates to income recognition (grants, donations and contracts), lease capitalisation, and enhanced Trustees’ Report requirements with revised reporting tiers. 

Netcom – Strengthening the charity sector through digital skills

Dan Rodrigues, Employer Engagement Manager at Netcom will discuss how AI, cybersecurity and emerging technologies are reshaping the operating environment for charities. He will discuss why digital capability has become a ‘must’ and is no longer nice to have, and how these skills can help make organisation more resilient and communities stronger. 

West Midlands Police – Cyber threats, fraud and practical protection

Cyber attacks happen daily and charities are not immune. Detective Neil Howels from West Midlands Regional Cyber Crime Unit will discuss the growing threat of cybercrime, drawing on his experience investigating attacks. He will share practical insights on how organisations can stay safe and protect their online presence and reputation. 

Secure your place here.

Lunch Provided

Who should attend?

This event is designed exclusively for charities, and is suitable for trustees, finance directors and senior management.

Important information - Investors should remember that the value of investments, and the income from them, can go down as well as up and past performance is no guarantee of future return. You may not recover what you invest. Quilter Cheviot Limited does not provide tax, legal or accounting advice.

Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa. 

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