Highlights of Previous Forum Events

Recording of most of the previous online events are available for members only. If you are a member and would like a recording please email

sara.wrinch@honorarytreasurers.org.uk referencing the title and date of the event.

Making the most of reserves in challenging markets 30 June 2026

23 June 2026

A presentation by Quilter Cheviot offering guidance for charity treasurers.

Making the most of reserves in challenging markets

Creating Fair and Effective Recruitment Processes 7 May 2026

24 April 2026

A presentation by CharityJob Creating Fair and Effective Recruitment Processes slides

Asset Allocation and Investor Psychology 1 April 2026

24 March 2026

A presentation by M&G Investors

Cyber Risk Simplified 1 April 2026

29 January 2026

A presentation by Access Insurance – breaking down what charities need to know about managing cyber risk and insurance.

Charity Governance Code 11 March 2026

Thursday, 27 February 2026

A presentation from Withers – Charity Governance Risk and Regulatory Engagement

Investing in Defence 3 November 2025

Tuesday, 16th December 2025

A presentation John Dolan of Evelyn and Partners

The implementation of SORP 2025 post consultation 28 May 2025

Wednesday, 26th November 2025

A presentation by Carol Rudge and Diccon Thornely of HW Fisher

About Reserves 28 May 2025

Thursday 24th September 2025

A presentation by Zoë Longstaff-Tyrrell of RSM

UK Giving Report 2025 & CAF and CAF services 10 April 2025

Tuesday 29th July 2025

A presentation by Ben Jowitt of CAF (Charities Aid Foundation)

“Trump, Tariffs & Turmoil” and Summer Reception 10 April 2025

Tuesday 17th of June 2025.

A presentation by Tom Holbrook and Maisie Hobbs of Cazenove

Income Diversification 10 April 2025

Tuesday 27th May 2025

A presentation by Naziar Hashemi and Jon Daley

Perspectives on AI in Charity Sector Recruitment 10 April 2025

Tuesday 29th April 2025

A presentation by Mike Convey of CharityJob

Reinforcing the importance of long-term thinking in Investment 3 March 2025

25th March 2025

A presentation by Miranda Richards and Ben Turner of LGT Wealth Management

Future changes and best practice in financial reporting for charities and topical update 26 February 2025

20th February 2025

A presentation by Carol Rudge, HW Fisher

Ethical Investment for Charities: How we navigate the challenges and opportunities of investing for charity trustees 26 February 2025

28th January 2025

A presentation by Simon Holman and Bronwyn Riley, Castlefield Investment Partners LLP

“Storytelling & Finance” – Getting your charity ready to apply for funding / finance 7 January 2025

17th December 2024

A presentation by Ben Jowitt, CAF (Charities Aid Foundation).

Presenting Financial Information to Non-Financial Trustees 3 December 2024

28th November 2024

A presentation by Judith Miller, Partner, Sayer Vincent.

‘Toolbox for Change’ – A Better World, not just a better portfolio 4 November 2024

Tuesday 29th October 2024

A presentation by Andrew Robinson MBE, Executive Director of CCLA

Preparing for change, how the revision of FRS102 will impact charities 26 September 2024

24th September 2024

A presentation by James Bird, Director & Sophie Hamlet, Audit Manager of Grant Thornton UK LLP.

Managing Rising Energy Costs & Starting your journey to Net Zero 26 September 2024

25th June 2024

A presentation by Emily Berry, Partnership Manager, Utility Aid.

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