Risks and reserves - AiM webinar

Wednesday 11 March 2026

Online event

Join our practical, free-for-AiM-members webinar to sharpen your approach to charity reserves. Hear from Quilter Cheviot and Yoke and Company as they demystify risk, explore how reserves can protect your organisation in tough times, and show how they can also support growth and greater impact. You’ll gain clear, practical guidance on reviewing your reserves policy and discover whether the familiar “six months’ expenditure” rule really works for your charity—or if a more tailored approach is needed.

Please read below to:

  • Find out more on AIM (Association of Independent Museums)

 

Why should I attend?

After this session, you will be able to:

  • Understand the different types of reserves and how to ensure restricted and endowed funds are correctly managed in an arts and museum context
  • Clarify what financial and investment risk really means for arts and museum charities, and how reserves can help manage uncertainty
  • Learn how to use reserves both as a financial buffer during challenging periods and as a tool to support sustainable growth
  • Review and refine your reserves policy by separating accounting requirements from real-world liquidity needs and sector-specific risks
  • Assess whether the “six months’ expenditure” benchmark is right for your organisation, or if a more tailored approach would better support your mission

  

When and where?

  • Online via Zoom
  • 11:00-12:30
  • Wednesday 11 March

 

How do I book?

Book by following this link to the AIM website. You'll receive updated event information approximately one week prior to the event date.

 

Who should attend?

This event is for AiM (Association of Independent Museums) members only. AiM members can join CFG for free as part of our partnership. For more information, please visit our Special Interest Groups page here. 

 

About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

 
Speakers

Charles Mesquita, Charities Director, Quilter Cheviot

James Brooke Turner, Director, Yoke and Company

Programme
11:00-12:30

Risks and reserves webinar