Highlights of Previous Forum Events
Risk, Covid & Governance
28th January 2021
Presentation from James Sinclair Taylor, from Russell Cooke (pdf)
Risk & Resilience – Highlights from Ecclesiastical Charity Barometer 2020
16th December 2020
The UBS annual investment presentation
Thursday 26th November 2020
Presentation summary by Dean Turner and Ben Potts (pdf) and Q&A Notes (pdf)
Presentation slides to follow
Preparing for Independent Examination
29 October 2020
Open House – shared matters of interest from fellow members
5 August 2020
The impact of Covid-19 on the charity sector
from Matt Whittaker of Pro Bono Economics
15 July 2020
Managing solvency: the crisis and beyond
2 July 2020
Notes from the Zoom Seminar (pdf) and Glossary of terms (pdf)
The role of the Treasurer in dealing with a crisis
13 May 2020
The Policy Environment and its implications
18 February 2020
The Conflicts of Decision Making -
and how to find the solutions hidden in plain sight
25 September 2018
Summary Report (incl output from the meeting) by Peter Hanley (pdf)
Summer Symposium
7 June 2018
Zoe Amar Presentation (pdf) Digital Strategy
Helen McDonald & David Rowe Presentation (pdf) Developments In Sustainable Investing
Chris Theobald Presentation (.pdf) Ethical Investing
Professor Michael Mainelli Presentation (pdf) Getting Smart About Ledgers
Update on Audit and Risk
25 September 2017
Sandra De Lord and James Cross' presentation (pdf)
Kevin Thomas' presentation (pdf)
Summer Symposium
8 June 2017
More information to follow soon
The Charity FRS 102 SORP - update for smaller charities
27 March 2017
Highlights from the Joint Event with the Association of Chairs
3 November 2016
Enriching the relationship between charity Chairs and Treasurers
Highlights from the Forum Meeting
20 September 2016
Highlights from the meeting - the relationship between the board and the executive team.
Highlights from the Summer Symposium
5 July 2016
The Symposium explored some key challenges facing charity boards and Honorary Treasurers in the areas of social investment, fundraising regulation and cyber security.
Highlights from the Forum meeting
17 May 2016
What Trustees need to know about Financial Crisis, Reserves and Solvency
Highlights from the Forum meeting
9 Feburary 2016
The Evidence Cycle - Genevieve Maitland Hudson (slide pdf)
James Cross' presentation (slide presentation pdf)
Highlights from the Forum meeting
19 November 2015
Findings of the Etherington Review into Fundraising by Prof Paul Palmer (slide presentation pdf)
Write up of presentation (pdf)
Annual Investment Update by Dean Turner of UBS (slide presentation .pdf)
Highlights from the Forum meeting on Sustainable Financial Strategies for Charities in a ‘Perfect Storm’
22 Sept 2015
Highlights from the Forum meeting on the Political Climate Post-Election
19 May 2015
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