Each of our events bring together our own charity investment specialists with solicitors, accountants and auditors working with the third sector. We often also have charity speakers sharing their challenges, experiences, and lessons learnt.
To remain up-to-date on our events, please email us at charities@brewin.co.uk and let us know that you would like to join our mailing list.
South East Trustee Training Seminar
Monday 30th September 2024 & Tuesday 1st October 2024
We will be holding charity trustee training across the South East.
The trustee training is designed to update charity trustees and executives on developments and best practice in the world of charity investment & the charity sector.
Our expert panel of charity specialists will come together to update the audience on a range of topics including:
- Update on markets
- The importance of a well thought out reserves policy
- How to ensure that your own investment policy and objectives are right for you
- Aligning your investments with your charitable objectives.
- De-mystifying investment terminology and clarifying your legal duties
There will be an opportunity for Q&A and networking.
We will have presentations from our charity professionals:
Andrew Wheeler, Divisional Director, Head of Office for East Anglia
Andrew joined RBC Brewin Dolphin in 2012. He has been helping and advising clients in the region since 1995 and looks to establish long-term trusting relationships
Alice Farrer, Divisional Director, Charity Team (London & South East)
Alice joined RBC Brewin Dolphin London office in 2021. As a member of the group’s national specialist charities team, she constructs and manages investment portfolios for a wide range of charities.
Ed Caswell, Investment Director, Charity Team (Midlands)
Ed joined RBC Brewin Dolphin’s Birmingham office in 2023 as a Charity Investment Manager. Ed and the Charities team focus on delivering consistent, positive outcomes for a broad-based collection of non-profit and charitable organisations
Nicola Morriss, Legal Director, Charities, Birkett LLP (London)
Nicola trained with an International law firm and qualified in 2000 as an Intellectual Property lawyer before working as an in-house legal advisor for a professional regulator. She has experience of working within the charity sector and now advises a wide range of charities and trustees on all aspects of charity law and regulation. Nicola is also a charity trustee and a member of the Charity Law Association.
When and where?
The trustee training will take place across two dates, hosted at Birkett’s offices in Ipswich & Norwich:
Monday 30th September, Ipswich – 14:00 registration
Location: Birketts, Providence House, 141-145 Princes Street, Ipswich, IP1 1QJ.
Timings / agenda: 14:00 registration, seminar begins 14:30, networking drinks & nibbles 16:15
Tuesday 1st October, Norwich – 10:00 registration
Location: Birketts, Kingfisher House, 1 Gilders Way, Norwich NR3 1UB
Timings / agenda: 10:00 registration, seminar begins 10:30, networking & lunch from 12:15
Places are limited, please RSVP to Charities@brewin.co.uk to confirm your place.
Please let us know if you have any dietary or access requirements.
Roundtable Series
September – October 2024
We are delighted to host a series of roundtables throughout September and October on the subject of ‘The Future Charity Chair.’ Each roundtable will be hosted by a member of the project steering committee and RBC Brewin Dolphin.
In June 2024, the Centre for Charity Effectiveness (CCE) at Bayes Business School (formerly Cass) led a research project looking at the essential attributes that charity Chairs of the future will need to embrace.
The “Future Charity Chair” report explores the evolving role of charity Chairs particularly looking at what will be expected of Chairs over the next decade, the future challenges and opportunities, the skills and attributes that will be necessary for a future Chair to hold, as well as how they should be recruited and supported.
Throughout September & October we are hosting a number of roundtables across our offices. We are delighted to invite you and fellow Chairs to a roundtable to discuss the findings of the report.
Lunch will be provided. Please email to RSVP.
When and where?
Edinburgh roundtable
Date: Thursday 3rd October
Venue: RBC Brewin Dolphin Sixth Floor, Atria One, 144 Morrison Street, Edinburgh, EH3 8BR
Timings / agenda: Registration 12:30, 13:00 roundtable discussion begins, 14:30-15:00 pm networking
Chaired by Malcolm McCaig of United Response, who is part of the project steering committee.
RSVP ScotlandEvents@brewin.co.uk
Durham roundtable
Date: Wednesday 9th October
Venue: Ramside Hall Hotel, Ramside Hall, Carrville, Durham DH1 1TD
Timings / agenda: Registration 12:30, 13:00 roundtable discussion begins, 14:30-15:00 pm networking
Chaired by Helen Baker of Shelter, who is part of the project steering committee.
RSVP jeffrey.ball@brewin.co.uk
London roundtable
Date: Wednesday 30th October
Venue: RBC Brewin Dolphin, 12 Smithfield Street, London, EC1A 9LA
Timings / agenda: Registration 12:30, 13:00 roundtable discussion begins, 14:30-15:00 pm networking
Chaired by Malcolm McCaig of United Response, who is part of the project steering committee.
Annual Scottish Charity Seminar
Tuesday 12th November 2024
We will be holding our annual Scottish Charity Seminar in Edinburgh.
Our expert panel of charity specialists will come together to update the audience on current themes and issues impacting the charity sector in Scotland. The agenda will include:
View from OSCR – areas of focus, inquiries and investigations
Charity law and regulation – what lies ahead for Scotland’s charities?
Responsible investment – stewardship and engagement
Market and economic update – geopolitics, inflation and opportunities
The Donaldson Trust – a story of a journey of change that transformed an institution
Charity Finance Group – an insight into the Scottish policy landscape, the potential impact on charitable organisations and an update on work to improve charities’ access to banking services
There will be an opportunity for Q&A and networking.
Our speakers include:
Katriona Carmichael, CEO, OSCR
Helen Kidd, Partner, Lindsays
Laura Watkins, CEO, Donaldsons Trust
Clare Mills, Deputy CEO, Charity Finance Group
David Hourston, Divisional Director, RBC Brewin Dolphin
Kelly Eva, Stewardship and Responsible Investment Manager, RBC Brewin Dolphin
Lynne Lamont, Head of Charity & Institutional Clients, RBC Brewin Dolphin
When and where?
Tuesday 12 November 2024 from 09.15 – 13:15
Location: Ladies Baths, Dovecot Studios, 10 Infirmary Street, Edinburgh, EH1 1LT
Please email charities@brewin.co.uk to be added to the guestlist.