Wrigleys' 30th Annual Charity Governance Seminar
A FULL DAY VIRTUAL CONFERENCE
The seminar will cover a variety of key governance issues and topical matters which charities face on a regular basis. The seminar is suitable for senior executives of charities and charity trustees.
Please recommend this event to your colleagues
Registration and networking
Welcome and introduction
Malcolm Lynch, partner at Wrigleys Solicitors
Key note address
Debra Allcock Tyler, chief executive of Directory of Social Change
Key note address
Watch this space for further details
Lunch & Networking
Breakout 1: choose from
A: The Kids Company case: exploring key findings through case studies
Fiona Wharton, partner and Daniel Lewis, solicitor at Wrigleys Solicitors
This session will use a number of case studies to examine the key lessons of the recent, and much discussed, Kids Company case judgment. The case studies will draw out the learning points arising from the case and apply these to real life scenarios in order to provide guidance and support to charity trustees and executive team.
B: Responsible Investment – can charities lead the way to a more ethical future?
Peter Parker, partner and Mike Ford, solicitor at Wrigleys Solicitors
Can investment portfolios really be used to help tackle some of the biggest issues facing society? This workshop looks at the current issues facing charity trustees when trying to adopt investment strategies which integrate ethical (including environmental, social, and governance (ESG)) factors. We will also look at proposed changes to current guidance for charity trustees when considering responsible investment, which are on the horizon.
Breakout 2: choose from
A: Reputation and brand management
Nat Johnson, partner at Wrigleys Solicitors & Jane Marriott, Trust Director at Harewood House Trust
In this session Wrigleys’ Partner Nat Johnson will interview Jane Marriott, Director at Harewood House Trust, to explore how the charity continues to address the legacy of the Lascelles’ family links to the transatlantic slave trade in the West Indies and the reputational challenges faced by heritage and culture organisations in considering diversity and inclusion. We hope that the conversation and principles will be relevant to a range of charities wanting to better address these issues.
Please note that this session will touch on challenging topics, but we encourage a respectful and safe space in which to ask questions and have these conversations.
B: The difficult question of reserves; striking the right balance between resilience and demand on spending
Joanna Blackman, solicitor at Wrigleys Solicitors & Joanna Pittman, partner at Sayer Vincent
Both the recent Kids Company case judgement and the pandemic have illustrated just how hard it can be for a charity to get its reserves policy right. In this session we will first consider the legal requirements and regulatory expectations of holding and managing reserves, before drawing out the different approaches to developing an appropriate reserves policy, bearing in mind the need to balance the demands of managing risk and building resilience against the need to meet ongoing income and spending commitments.
Ask the team
Wrigleys’ Charities and Social Economy team
Round-up, good news and things you might have missed
Sylvie Nunn, partner at Wrigleys Solicitors
In this session we will take a look at what has been going on in the charity sector over the last 12 months, along with a brief look forward to what we might expect in 2022