These events are exclusively for charities, and are suitable for trustees, finance directors and senior management.
Spaces are limited and will be allocated on a first-come, first-served basis.
Belfast
Investing under a Trump presidency & navigating SORP changes
Join us for a roundtable hosted by Quilter Cheviot and Finegan Gibson, where we will explore two key themes currently shaping the charity sector: the investment implications of Donald Trump’s second presidency and the changes to the Charities SORP.
Since Donald Trump began his second US presidential term on 20 January 2025, market conditions have become increasingly uncertain. With rising trade tariffs, a shifting geopolitical landscape, and the seeming abandonment of the fight on climate change, we will examine what these developments could mean for the world economy and for charity investors.
SORP update:
Finegan Gibson’s Audit Manager, Courtney Mills, will outline the key changes in the revised Charities Statement of Recommended Practice (SORP). This session will provide trustees with a clear overview of the implications and practical considerations arising from the updated standards.
Event details
Date: Wednesday 4 March 2026
Agenda:
12.30pm – Registration
12.45pm – Discussion and lunch
2.30pm – Finish
Location: Belfast
Address: Quilter Cheviot, 9th Floor, Montgomery House, 29-33 Montgomery Street, Belfast, BT1 4NX
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 21 May 2026
Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish
Address: TBC
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Wednesday 14 October 2026
Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish
Address: TBC
Birmingham
Seminar
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Wednesday 1 July 2026
Agenda: TBC
Address: Quilter Cheviot, One Centenary Way, Birmingham, B3 3AY
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 5 November 2026
Agenda: TBC
Address: Quilter Cheviot, One Centenary Way, Birmingham, B3 3AY
Bristol
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Edinburgh
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 14 May 2026
Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish
Address: TBC
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 12 November 2026
Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish
Address: TBC
Glasgow
Post Scottish election insights: What the results mean for the charity sector
Join us for a charity trustee roundtable, featuring guest speaker Peter Duncan, former Shadow Cabinet member and Member of Parliament, for an engaging discussion followed by a buffet lunch.
Drawing on his extensive experience at the heart of UK politics and his deep understanding of the Scottish Government, Peter will share his insights on the results of the upcoming Scottish Election and what this could mean for the charity sector.
Event details
Date: Tuesday 19 May 2026
Agenda:
12.15pm – Registration
12.30pm – Discussion and lunch
2.15pm – Finish
Location: Glasgow
Address: Quilter Cheviot, Delta House, 50 West Nile Street, Glasgow, G1 2NP
Leeds
Navigating uncertainty: Winning the battle against inflation
Charity trustees are facing one of the toughest challenges in recent years, maintaining real returns in an environment of persistent inflation and economic turbulence.
Join us for a roundtable where our specialists will share educational insights and key considerations on managing charities assets in the current landscape, with a focus on aligning strategies and objectives.
Event details
Date: Wednesday 25 February 2026
Agenda:
12.00pm – Welcome
12.15pm – Discussion and lunch
2.00pm – Finish
Location: Leeds
Address: Quilter Cheviot, 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Wednesday 7 October 2026
Agenda:
12.00pm – Welcome
12.15pm – Discussion and lunch
2.00pm – Finish
Location: Leeds
Address: Quilter Cheviot, 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ
Leicester
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Tuesday 10 November 2026
Agenda: TBC
Address: Quilter Cheviot, 1st Floor, 7 Dominus Way, Leicester, LE19 1RP
Liverpool
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
London
Navigating uncertainty: What does the current geopolitical environment mean for your charity’s investment strategy
With rising geopolitical tensions, shifting economic priorities, and ongoing market turbulence, charity trustees face increasing complexity in managing their investments. Join us for an interactive roundtable where we will explore the key market themes shaping today’s investment landscape and what this means for your organisation.
Event details
Date: Wednesday 15 April 2026
Agenda:
12.00pm - Welcome
12.15pm - Roundtable and lunch
2.00pm - Finish
Address: Quilter Cheviot, Senator House, 85 Queen Victoria Street, London, EC4V 4AB
QC Global Income & Growth Fund – Meet the Manager
Join us for an exclusive roundtable lunch with Howard Jenner, Manager of the Quilter Cheviot Global Income & Growth Fund for Charities.
This informal session offers a chance to explore the Fund’s investment approach, discuss market outlooks, and connect with fellow charities (investors and non-investors in the Fund) as well as raise any other topical issues facing the charity sector, investment related or not.
Event details
Date: Thursday 4 June 2026
Agenda:
12.00pm - Welcome
12.15pm - Roundtable and lunch
2.00pm - Finish
Address: Quilter Cheviot, Senator House, 85 Queen Victoria Street, London, EC4V 4AB
Seminar
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 9 July 2026
Agenda: TBC
Address: Quilter Cheviot, Senator House, 85 Queen Victoria Street, London, EC4V 4AB
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 24 September 2026
Agenda:
12.00pm - Welcome
12.15pm - Roundtable and lunch
2.00pm - Finish
Address: Quilter Cheviot, Senator House, 85 Queen Victoria Street, London, EC4V 4AB
Manchester
Investing with confidence in a turbulent world
With rising geopolitical tensions, shifting economic priorities, and ongoing market turbulence, charity trustees face increasing complexity in managing their investments, especially amid the financial pressures of inflation and rising costs. Quilter Cheviot will explore the key market themes shaping today’s investment landscape and what this means for your organisation.
Charities SORP
The major updates to the Charities SORP will reshape how charities recognise income and account for leases effective for financial years starting on or after 1 January 2026. Crowe will discuss the key updates to accounting and reporting arising from the revised Charities SORP and FRS 102, and what they mean for your organisation.
Event details
Date: Tuesday 24 March 2026
Agenda:
9.30am - Welcome
10.00am - Seminar
1.00pm - Lunch
2.00pm - Finish
Address: Cottons Hotel, Manchester Road, Knutsford, Cheshire, WA16 0SU
Newcastle
Navigating uncertainty: Winning the battle against inflation
Charity trustees are facing one of the toughest challenges in recent years, maintaining real returns in an environment of persistent inflation and economic turbulence.
Join us for a roundtable where our specialists will share educational insights and key considerations on managing charities assets in the current landscape, with a focus on aligning strategies and objectives.
Event details
Date: Thursday 30 April 2026
Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish
Address: Malmaison Hotel, 104 Quayside, Newcastle upon Tyne, NE1 3DX
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 22 October 2026
Agenda:
12.00pm – Welcome
12.15pm – Discussion and lunch
2.00pm – Finish
Address: TBC
Salisbury
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Wednesday 15 April 2026
Agenda:
12.00pm - Welcome
12.15pm - Roundtable and lunch
2.00pm - Finish
Address: TBC
Capital at risk. Investments and the income from them can go down as well as up, you may not get back what you invest. This is a marketing communication.