Charity Finance Banking Survey 2024

The questionnaire is now open for responses. Share your views by 28th February to receive a free copy of the published survey report and one lucky person will also win a £100 John Lewis voucher.

https://www.surveymonkey.com/r/WGV6D58

 

Charity Finance Investment Forum & Dinner 2023

20 March 2023

Helping charities shape their strategies and maximise returns

This event has now taken place. Due to demand, we are running the Charity Finance Investment Forum again in December. View the Winter Charity Finance Investment Forum. 

View all of our upcoming charity events and conferences. 


The 2023 Charity Finance Investment forum will be returning on 20-21 March 2023.

The pre-forum reception and dinner provides the perfect setting in which to network with peers from other charities. This is complemented by a full day's programme of expert sessions giving insight analysis into a range of investment strategies and crucial investment topics.

Designed for finance directors, chairs, trustees and chief executives responsible for investment portfolios, the forum helps charities shape their strategies and maximise returns. 

The Charity Investment Forum is an invitation only event for charities with investment assets in excess of £5m. If you are interested in attending, please contact our events team via email at [email protected]

What to expect at the Forum...

  • Welcome drinks reception
  • Formal three course dinner
  • After-dinner networking reception
  • A choice of 16 expert sessions
  • Opportunity to network with leading sector professionals
  • A complimentary room and access to venue facilities

Testimonials from 2022

Really enjoyed the content, networking and organisation of the event
Boston Mwense, BLESMA

Another very well organised and executed conference. Topics were spot on and interesting
Lisa Streeter, Winchester Diocesan Board of Finance

A valuable and well organised event
Trevor James, Fishermen’s Mission

 

An excellent event
Caroline Broadhurst, The Rank Foundation

 

A superbly organised & run event. I regard it as pleasure & privilege to attend
Bill Lane, Diocese of Rochester

 

Superb.  Book me in for the next one!
Paul Seward, St Saviour’s Medical Charity

 

Great environment to network with like-minded people whilst staying up to date with the investment environment. Dinner didn't finish until 10:30 and so there was limited networking opportunities outside of your table
Katie Lumsden, Wessex Children’s Hospice Trust

 

An excellent event for Charity Trustees and Executives, which provides a networking opportunity - to meet personnel from other charities, and fund managers
Gary McKenzie, IMarEST

Excellent event which provides a great deal of useful information in good quality targeted sessions and a good opportunity to network with like-minded colleagues
Mick Wilkin, British Library

 

Excellent event, very professional and informative. 
Kristina Parkin, RAF Association

 

I really enjoyed the conference and as well as learning a good deal I was able to network with many different charities
Rick Squires, Chippenham Borough Lands Charity

 

A really useful conference with plenty of opportunities to meet with others involved in a wide range of charities
Tim Wheeler, Little Princess Trust

 

Well organised event with useful information and networking opportunities
Yusuf Firat, Royal Free Charity