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Charity events and recordings

In this section you will find upcoming events and session recordings.

Return to homepage Insight articles and videos

Events

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Green Finance Resized
    Event

    Responsible Investment Conference 2025

    We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.

    26 Mar 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Green Finance Resized
    Event

    Responsible Investment Conference 2025

    We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.

    26 Mar 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Green Finance Resized
    Event

    Responsible Investment Conference 2025

    We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.

    26 Mar 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Green Finance Resized
    Event

    Responsible Investment Conference 2025

    We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.

    26 Mar 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Green Finance Resized
    Event

    Responsible Investment Conference 2025

    We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.

    26 Mar 2025

Previous events

State of the charity sector

McCarthy Denning’s Jayne Adams provides charities with a review of sector regulatory changes.

Watch now

Panel Discussion: Practical Solutions to net zero

Evelyn Partners colleagues from Risk, Investment Management and Strategic Advisory help charities to navigate first steps and ongoing concerns when approaching their net zero objectives.

Watch now

Planning and recruiting for effective charity growth webinar

Our recent webinar exploring how charities can recruit in line with their strategic vision is available on our website.

Watch now

Divided States of America – a look ahead to the US election

Evelyn Partners’ Rob Clarry looks at the effect of the US election on markets.

Watch now

VAT Update for charities and schools

Evelyn Partners’ VAT specialist, Owen Burn provides charities and schools insight on recent VAT changes.

Watch now

Preserve and Grow – Is ‘boring’ best?

Evelyn Partners’ Investment Manager, Emma Moffat helps charities to navigate risk and effective management of their long term reserves.

Watch now

The role of cash in a variable inflation environment

Evelyn Partners’ Investment Manager, Christian Flackett looks at charities’ cash management in light of recent inflation.

Watch now

Discussions with a charity champion

Caron Bradshaw, OBE, CEO of Charity Finance Group talks to Evelyn Partners about her thoughts on the sector.

Watch now

State of the charity sector

Farrer & Co’s Elizabeth Jones provides charities with an update on sector governance trends and regulatory changes in her ‘State of the Charity Sector’ presentation.

Watch now

Preventing fraud

Evelyn Partners Annabel Kerley, Amanda Smith and Andrew Manning discuss their experience and tips on how a charity can spot and prevent fraud or deal with it when it’s happened.

Watch now

Investment support

Evelyn Partners Gordon Selfridge shares examples of how we can help a charity with its investment and related challenges.

Watch now

Setting operational net zero criteria

Evelyn Partners Pranav Nadkarni looks at why setting operational net zero criteria is important.

Watch now

Making your reserves work harder

Evelyn Partners Mark Graham consider a charity’s options to improve returns on their short term and longer term reserves including potential concerns and opportunities.

Watch now

Discussions with a social entrepreneur

Ian Joseph of Russam GMS, Trustees Unlimited and Step on Board reflect on his straddling the commercial and not for profit worlds as a social entrepreneur.

Watch now

Cyber security considerations for Livery companies

Evelyn Partners Siva Mallampati talks about the different cyber risks and why cyber security matters.

Watch now
Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

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