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Charity roundtables and seminars

Discover our nationwide event series, hosted across our London and regional offices. These sessions are designed to support charity trustees, finance directors, and senior leaders by providing valuable insights into the challenges and opportunities shaping the charity sector. Join us to hear from sector specialists, share experiences with peers, and gain practical knowledge to help navigate the complexities of today’s charity landscape.

Who should attend?

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

Trustee roundtable

Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.

Event details

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Date: Wednesday 14 October 2026  

Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish

Address: TBC

Register now

Birmingham

Trustee roundtable

Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.

Event details

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Date: Thursday 5 November 2026

Agenda: TBC

Address: Quilter Cheviot, One Centenary Way, Birmingham, B3 3AY

Register now

Bristol

Trustee roundtable

Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.

Event details

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Date: Wednesday 21 October 2026  

Agenda: TBC

Address: TBC

Register now

Edinburgh

Trustee roundtable

Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.

Event details

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Date: Thursday 12 November 2026  

Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish

Address: TBC

Register now

Glasgow

Leeds

Trustee roundtable

Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.

Event details

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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

Register now

Leicester

Trustee roundtable

Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.

Event details

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Date: Tuesday 10 November 2026  

Agenda: TBC

Address: Quilter Cheviot, 1st Floor, 7 Dominus Way, Leicester, LE19 1RP

Register now

Liverpool

Trustee roundtable

Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.

Event details

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Date: Thursday 1 October 2026  

Agenda: TBC

Address: TBC

Register now

London

AI and ethics: navigating opportunities and risks for charities

Join us for an exciting and interactive roundtable discussion exploring the evolving role of artificial intelligence (AI) and its implications for charities.

This session will provide perspective on AI, examining both the potential and the challenges. We will consider the impact this innovation is having on charities and the sector, the ethical questions technology is raising, including issues around data use, energy consumption, accountability or lack of and governance.

Designed as an open forum, the roundtable will enable trustees, CEO's and charity finance directors to explore how AI developments may impact their organisations and decision-making responsibilities. You will be able to explore the issues you are facing, share your experience and ask questions.

Event details

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Date: Thursday 24 September 2026

Agenda:
12.00pm - Welcome
12.15pm - Discussion and lunch
2.00pm - Finish

Address: Quilter Cheviot, Senator House, 85 Queen Victoria Street, London, EC4V 4AB

Register now

Manchester

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

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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

Register now

Trustee roundtable

Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.

Event details

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Date: Thursday 22 October 2026  

Agenda:
12.00pm – Welcome
12.15pm – Discussion and lunch
2.00pm – Finish

Address: TBC

Register now

Salisbury

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.

The value of your investments and the income from them can fall and you may not recover what you invested.