Investment and Governance – The Need To Know

Tuesday 11 March 2025

Cullompton Community Centre
Hillersdon room
Pye Corner
Cullompton EX15 1JX

In-person event

Join CFG, RBC Brewin Dolphin and Francis Clark at this free-for-members event as we discuss investment governance alongside the latest Charity Commission guidance and utilising risk registers within your charitable organisation.

This event is run by RBC Brewin Dolphin, and lunch will be provided to attendees.

 

Why should I attend?

The full agenda is listed in the programme below, but as a summary:

Session 1: Investment governance and reserves

  • Interpreting the Charity Commission guidance to be relevant for your charity.
  • How investment governance can go wrong.
  • How charities can use governance to do more with their reserves.
  • Practical steps you can take today to improve investment governance.

Session 2: Policy updates

  • The current issues, risks and opportunities in the policy space
  • What you need to know about the new SORP
  • An overview of the Charity Investment Governance Principles toolkit

Session 3: Risk registers

  • Finance and risk management for charities.
  • How charities can effectively use risk registers

 

When and where?

  • Tuesday 11 March
  • 9.30am – 12.30pm
  • Cullompton Community Centre – Hillersdon room. Pye Corner, Cullompton, Exeter, EX15 1JX

 

How do I book?

Book below. You will receive a reminder email one week prior to the event date.

 

Who should attend?

This event is free and open to CFG members, and would be most useful for: Trustees and finance directors.

 

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.

CFG events, training and members' meetings can count towards your continuous professional development (CPD). For more details contact your association or email events@cfg.org.uk.

 
Speakers

Stephanie Henshaw, Partner and Head of Audit, Francis Clark

Rowan Truscott, Associate Investment Manager, RBC Brewin Dolphin

Jon Crompton, Senior Investment Manager - Divisional Director, RBC Brewin Dolphin

Clare Mills, Deputy CEO and Director of Policy and Communications, CFG

Programme
9.30am - 10.00am

Registration

10.00am - 10.30am

Session 1: Investment governance – how charities can make the most of their reserves

Run by RBC Brewin Dolphin, this session will cover:

o   Interpreting the Charity Commission guidance to be relevant for your charity.

o   How investment governance can go wrong.

o   How charities can use governance to do more with their reserves.

o   Practical steps you can take today to improve investment governance.

10.30am - 11.00am

Session 2: Policy updates in the sector

Run by CFG, this session will cover:

o  The current issues, risks and opportunities in the policy space

o  What you need to know about the new SORP

o  An overview of the Charity Investment Governance Principles toolkit

11.00am - 11.30am

Session 3: Risk registers – a useful tool

Run by Francis Clark, this session will cover:

o   Finance and risk management for charities.

o   How charities can effectively use risk registers

 

11.30am - 11.45am

Q&A

11.45am - 12.30pm

Networking & lunch

Prices
Charities - Members£0.00