Event Information

What happens next? Navigating the challenges and opportunities of an election yearWrigleys Charity Leadership Forum

Thursday 18th April, 2024 | 10:15 - 12:00

Wrigleys Solicitors, 3rd Floor, 3 Wellington Place, Leeds LS1 4AP

This event is free to attend

Pricing information

We are pleased to invite you to the next event in our charity leadership series, and we are particularly delighted to be welcoming Adrian Maxwell of Rathbones as a guest speaker. The forum will be carried out under the Chatham House Rule and will provide an opportunity for discussion, knowledge and experience sharing.

Now that it is almost inevitable that a general election will be held in 2024, this forum will consider some of the opportunities for and restrictions on charities in a pre-election period, and will take a look at the possibilities and challenges which may subsequently arise for the sector in 2025 and beyond. The event will include presentations from Wrigleys and Rathbones, with the opportunity for questions, as well as a chance to share thoughts on future planning and strategic decisions as senior leaders. This in person forum is for chief executives and members of the senior leadership teams of charities.

This forum is for chief executives and members of the senior leadership teams of charities.

The
Speakers

Who Should
Attend

Venue
Details

Clare Lawrence

Clare is a partner in our charities and social economy team.

Clare has a background in trust law and advises on a wide range of charity law matters, including: the establishment of charities; trustees' duties and governance; serious incidents; charity mergers; trading; fundraising; and cause related marketing. She has particular expertise in establishing and advising corporate foundations and in advising charities on their interactions with the Charity Commission.

Clare is a member of the Charity Law Association and Society of Trust and Estate Practitioners (STEP) and is also a Dementia Friend.

Hayley Marsden

Hayley is a managing associate in our charities and social economy team.

Hayley trained with Wrigleys and qualified in 2017. Hayley advises on all aspects of governance for charities and not-for-profit organisations. She has recent experience of advising clients on their interactions with the Charity Commission and Fundraising Regulator, and has advised several charities on the governance aspects of their relationships with overseas partners.

She delivers regular trustee training, and her particular expertise includes governance reviews, advising on trustee duties, charity incorporations and mergers, and conflicts of interest.

Hayley regularly gets involved with sector consultations, and in the last year has participated in the Charity Tax Group working party on VAT on private school fees and the Charity Law Association (CLA) working party on the new Code of Fundraising Practice. She is a member of the CLA Model Documents Standing Committee.

Adrian Maxwell

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics.

He specialises in the management of portfolios for charities, as part of Rathbones’ charity team, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

Share this event with your peers

Programme

10:15 - 10:30

Arrival and refreshments

10:30 - 10:50

Welcome and introductions

10:50 - 11:10

Challenges and opportunities in an election year

Clare Lawrence, a partner in the charities and social economy team here at Wrigleys Solicitors.

11:10 - 11:30

Thoughts of an impending election on investments

Adrian Maxwell, Investment Director at Rathbones Investments

11:30 - 12:00

Open discussion

With Clare Lawrence, Adrian Maxwell and Hayley Marsden.

12:00 - 12:00

Networking and close

for further information contact: The events team on 0113 204 1122 or at events@wrigleys.co.uk

Practice Areas

More Information

Event Information

What happens next? Navigating the challenges and opportunities of an election yearWrigleys Charity Leadership Forum