Events, training and support

Helping trustees and senior managers to fulfil their obligations and maintain an awareness of best practice is an important part of our service. We will help you to navigate the increasingly complex issues you have to manage today.

Each year, we provide complimentary training designed to help charity trustees feel confident in their role. We also produce white papers to give thought leadership on key investment strategy issues.

You have the opportunity to join us at one of our regular Conversations about topics every charity should be discussing, as well as our Charity Symposium, which is attended by more than 150 charities and their trustees.

We also look forward to meeting you at the various events we host on behalf of the community throughout the year.

Demystifying investments

12 Feb 2020 - 13:30 to 17:00
Register for this event
Join us on Wednesday 12 February for our Demystifying Investments event, jointly held with chartered accountants Buzzacott. This event will look at some of the crucial investment issues facing charities, with an exploration of some of the investment options available as well as the advantages and…
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Charity investment training – session one

5 May 2020 - 09:15 to 14:00
Register for this event
One of the most important roles as a charity trustee is to manage your charity’s resources responsibly. This half-day training session is the first in a series of two designed to provide trustees and senior finance staff with an understanding of the fundamentals of charity investment, as well as…
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Charity investment training – session two

25 Jun 2020 - 09:15 to 14:00
Register for this event
One of the most important roles as a charity trustee is to manage your charity’s resources responsibly. This half-day training session is the first in a series of two designed to provide trustees and senior finance staff with an understanding of the fundamentals of charity investment, as well as…
Read more

Charity investment training – session one

24 Sep 2020 - 09:15 to 14:00
Register for this event
One of the most important roles as a charity trustee is to manage your charity’s resources responsibly. This half-day training session is the first in a series of two designed to provide trustees and senior finance staff with an understanding of the fundamentals of charity investment, as well as…
Read more

Charity investment training – session two

22 Oct 2020 - 09:15 to 14:00
Register for this event
One of the most important roles as a charity trustee is to manage your charity’s resources responsibly. This half-day training session is the first in a series of two designed to provide trustees and senior finance staff with an understanding of the fundamentals of charity investment, as well as…
Read more