Trustees’ Week 2026: From Surviving to Thriving: Building Resilient Charities for the Future

As part of Trustees’ Week, join HCR Law and Cazenove Capital for a practical webinar exploring how charities can build long-term resilience and achieve sustainable growth.

The charity sector continues to face significant pressures, from increasing demand for services and funding challenges to changing regulatory requirements and governance responsibilities.

Against this backdrop, trustees, senior leaders and charity advisers must make strategic decisions that protect their organisations today while preparing for tomorrow.

Who should attend?

This webinar is designed for:

• Charity trustees, board members and volunteers
• Chief executives and senior leadership teams
• Charity finance directors and managers
• Governance professionals and company secretaries
• Charity operations and risk managers
• Foundations and grant-making organisations
• Academies and educational charities
• Professional advisers working with charities and not-for-profit organisations.

Our expert speakers will share practical insights on governance, financial resilience and strategic planning. They’ll explain how charities can strengthen decision-making and position themselves for future success.

Agenda

Welcome and introductions

Rosie Phillips, Senior Associate, HCR Law

Charity sector update

Joe Hobbins, Associate, HCR Law

A practical update on key legal, governance and regulatory developments affecting charities and trustees.

Investment perspectives for charities

Ben Minter, Portfolio Director, Cazenove Capital

Tom Holbrook, Portfolio Director, Cazenove Capital

Ben & Tom will share insights from Cazenove’s latest Charity Investment Policy Framework, demonstrating how a robust policy works to improve investment management and financial resilience in supporting charitable objectives.

Building organisational resilience

Emma Potter, Solicitor, Restructuring and Insolvency, HCR Law

An exploration of the risks, challenges and opportunities charities should consider as they plan for the future.

Q&A panel discussion

Closing remarks

Takeaway resource

All attendees will receive a Trustee Governance Checklist featuring practical actions and considerations to help strengthen governance and support effective decision-making.

About the host

Rosie Phillips, Senior Associate in HCR Law’s Charities and Not-for-Profit Team, advises charities of all sizes on governance, regulatory and charity law matters. Rosie is passionate about supporting organisations that work with children and young people and plays a leading role in HCR Law’s annual Trustees’ Week programme.

Speaker bios

Joseph Hobbins, Associate, HCR Law

Joseph Hobbins is an Associate in HCR Law's Charities and Not-for-Profit Team. He advises a range of charities and charitable organisations on governance, regulatory and operational matters, helping trustees navigate various legal challenges. Working alongside colleagues across the firm, Joseph provides practical, strategic advice to support charities in achieving their objectives and delivering lasting impact.

Ben Minter, Portfolio Director, Cazenove Capital

Ben Minter is a Portfolio Director in Cazenove Capital’s Charities team, managing investments for charities, foundations, endowments and universities.

A Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment, Ben combines extensive investment expertise with trustee experience as a board member of Essex Community Foundation. This gives him valuable insight into the financial and strategic challenges facing charities today.

Tom Holbrook – Portfolio Director, Cazenove Capital

Tom has 12 years’ investment experience (previously Investec Wealth & Investment) and is responsible for managing a range of portfolios for charities, endowments, and foundations. He is a Chartered Wealth Manager & Chartered Fellow of the Institute for Securities & Investment. Tom is a Trustee of a sailing charity, Committee member at The Charity Investors Group and an investment committee member at the Worshipful Company of Salters’.

Reserve your place today and join us for a practical discussion on how charities can move from surviving to thriving.