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.
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?
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.