Charities working for a better future

19th September 2018

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A Chrystal ball is held into a distant sunrise

At : All Nations Centre, Sachville Avenue, Cardiff CF14 3NY (location)
On : Wednesday 19th September 2018 at 09:30 - 16:00
Cost : 1st Delegate £75.00 (inc VAT) , Additional Delegates £50.00 (inc VAT)
Contact : Michele Jellings on 029 2038 6537

We are delighted to announce that the Geldards Charity Team, in partnership with Brewin Dolphin and MHA Broomfield Alexander, will be hosting their 2nd All-Wales Charity Governance, Law and Finance Conference on Wednesday 19th September 2018 at the All Nations Centre, Cardiff.

Chaired by Peter Davies CBE, chair of the WCVA, our 2018 Conference "Charities working for a better future" is aimed at Charity Trustees, Chief Executives and Finance Directors and will provide a wide variety of informative sessions, all offering practical advice and guidance from a range of experts to help you stay on the right track.

We are pleased this year to welcome guest speakers Auriol Miller, Director at the Institute of Welsh Affairs along with representatives from The Charity Commission.


By completing the booking form you are authorising Geldards to hold your personal data to be processed according to DPA 1998 and Geldards’ data protection policy and guidelines. The data collected will be held by Geldards, Brewin Dolphin and MHA Broomfield Alexander for the purposes of administration and informing you of future events and publication, which might be of interest to you. We will ask you to confirm the details each time we contact you. Should you wish to opt out at any time please contact

Speaker Topics:

As well as the following sessions, you will have the opportunity to attend a selection of lunchtime briefings with the team, details of which will be advertised closer to the date. 

Trustee Recruitment:   
Successfully recruiting and on boarding Trustees, empowering them to make a real difference to the future of your charity. Whilst there may not be a shortage of people willing to be a Trustee, there does seem to be a shortage of the right people with the right skills to ensure the successful future of your organisation. This session starts by looking at the recruitment process, starting at the identification of need whilst considering the future needs the organisation may have and working through ideas to help you find the right individual for your organisation. But then what… you’ve recruited a new trustee but what can you do to ensure they hit the ground running and make a positive difference to your organisation from day one. This part of the session will look at the documents a new trustee should have access to, induction packs and ideas to help both the charity and the Trustee get the most out of the relationship.

Sarah Case,  MHA Broomfield Alexander

Charity conversions: when, why and how:
This session will focus on the typical legal structures available for charities and the circumstances in which you may wish to consider converting to an alternative structure. We will also discuss the practical steps involved in converting to another structure and the recent implementation of the Charitable Incorporated Organisations (Conversion) Regulations 2017.

Giselle Davies & Bethan Walsh,  Geldards LLP

Charity Investment – What matters most to Trustees?
Brewin Dolphin has recently published charity market research looking at the key issues which affect the financial investment strategy of charities. This session will review the conclusions of the report and provide an insight into the key areas such at risk, inflation, anticipated returns etc.

Ruth Murphy & Paul Mathias,  Brewin Dolphin

Should you have any queries please contact Michele Jellings




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Giselle Davies


Consultant, Cardiff

+44 (0)29 2039 1797


Bethan Walsh


Senior Associate, Cardiff

+44 (0)29 2039 1832


Harriet Morgan


Partner, Cardiff

+44 (0)29 2039 1781