Charity webinar series

Doing ‘good’ shouldn't have a downside - getting your ESG strategy right

Join our webinar series to understand the legal risks and excel in your investments, people management and communications.

EXPLORE our webinar SERIES

Our three-part webinar series will provide practical advice in three areas where there has been recent legal or regulatory change, to prevent associated risks escalating.

You’ll hear from our market-leading Charity team, sector specialists from our Financial Services, Employment and Reputation Management teams and external speakers from Cazenove Capital, Maitland Chambers and DRD Partnership (strategic communications).

Invest responsibly: Butler-Sloss, CC14 and beyond
7 November 2023
10.30am – 11.30am
learn more
Protect and manage your people: how to deal with bullying so it doesn’t derail your governance
21 November 2023
10.30am – 11.30am
learn more
Make noise on social media safely: how to be heard and compliant
6 December 2023
10.30am – 11.30am
learn more
Webinar 1

Invest responsibly:
Butler-Sloss, CC14 and beyond

Join our webinar to understand how to invest responsibly within the law.
7 November 2023
10.30am – 11.30am

Following the case of Butler-Sloss v The Charity Commission for England and Wales [2022], the Charity Commission has revised and updated its investment guidance. What does this mean for charities with investments and trustees making investment decisions?

This webinar will include what is now possible, and what has changed, including how charities can lawfully take account of climate-related considerations when investing.

We will focus on:

  • What is now possible following the Charity Commission’s new investment guidance and what this means for trustees,
  • Where we are now on responsible investment and investing with an ESG focus, after the Butler-Sloss judgment, and
  • How charities can lawfully take account of climate-related considerations when investing.

Who is it relevant to?

All charities whose trustees invest at least part of the charity’s assets. 

Meet the speakers

James Maloney

Farrer & Co Partner, Charity team
James advises charities, and those who fund, work with charities and regulate them, on the full range of charity law issues. This includes assisting those with large investment portfolios on their duties and powers in relation to investment. He has also written and spoken widely on the issue of investment by charity trustees.

Jessica Reed

Farrer & Co Partner, Banking & Financial Services team
Jessica is an experienced financial services and funds lawyer, she has a particular interest in advising large charity clients on charitable fund structures and charity compliance. She regularly assists endowments and foundations with investment matters including negotiation of investment management agreements, drafting of investment policy statements and investment due diligence.

Emily Petersen

Portfolio Director and Sustainability Lead, Cazenove Capital
Emily manages investment portfolios for charities, endowments and universities and advises on sustainable investment policy.  She recently co-authored a report on charity investments and net zero - Climate Confident and works with charitable organisations and family offices to align their investment portfolio with their mission and values.

Maxim Cardew

Commercial and Chancery Barrister, Maitland Chambers
Maxim is a commercial and chancery barrister who is known as one of the leading charities juniors at the Bar. He has advised and acted for a wide range of large and small charities, for individual trustees, and for/against the Charity Commission. He appeared as junior counsel for Sarah Butler-Sloss, Mark Sainsbury, and the other successful Claimants in the case of Butler-Sloss v Charity Commission (2022).
Webinar 2

Protect and manage your people: how to deal with bullying so it doesn’t derail your governance

Join our webinar and develop practical policies and procedures to prevent bullying claims arising and resolve them swiftly when they are reported.
21 November 2023
10.30am – 11.30am

Organisational culture is increasingly important to charity stakeholders. With an upwards trend of workplace bullying cases, and an increase in anonymous reporting of bullying, how can charities prevent issues arising in the first place, and resolve them swiftly in line with legal obligations when they are reported?

We will focus on:

  • Developing a good workplace culture as part of a broader ESG strategy,
  • Leading from the top: the role of the board in setting organisational culture and adopting suitable policies and procedures,
  • Recognising bullying: what are the main causes?  (Focusing on workplace incivility, stress, abusive behaviours, power dynamics, poor management style, generational differences and personality clashes),
  • Managing tensions and conflicts (informal methods, use of mediation, restorative practice) and managing allegations of bullying behaviour (investigations, performance and disciplinary), and
  • Worst case scenarios: investigations, governance challenges and Charity Commission intervention.

Meet the speakers

Maria Strauss

Farrer & Co Partner, Employment Team and Safeguarding Unit
Maria advises charities and not-for-profit organisations on workplace issues and handling very sensitive cases / investigations into alleged misconduct, bullying, harassment or discrimination. She guides HR and senior leaders throughout and carries out "lessons learned" to help clients achieve best practice.

Laetitia Ransley

Farrer & Co Senior Associate, Charity team
Laetitia specialises in advising charities and not-for-profits on a wide range of governance and constitutional matters. She is experienced in assisting with complex and sensitive issues arising in connection with people management, including engagement with regulators where necessary.

Who is it relevant to?

  • All charity employees in HR, Board Secretary and Chair of Board positions.
  • Those developing ESG strategies around people management.
  • Individuals who want to understand how to manage risk in relation to claims of bullying or a toxic culture.
  • Those who are looking for a practical guide on how to manage investigations should they arise.
Webinar 3

Make noise on social media safely: how to be heard and compliant

Join our webinar to get the social media strategy your charity needs.
6 December 2023
10.30am – 11.30am

Social media and other forms of communication present a wide array of challenges and opportunities to navigate. These are an integral tool for getting charities’ message out there and to reach younger audiences, but there are a range of legal, regulatory and communications considerations that must be taken into account. We will discuss these and provide some strategic thinking to help charities manage today’s fraught environment. Based on recent case studies, we will also focus on the reputational issues that flow when communications go wrong.

We will focus on:

The proactive approach

  • What charities need to consider when communicating,
  • Use of social media, and
  • What to consider when partnering with an organisation to manage reputational risk.

The reactive approach

  • Steps to take where questions surrounding a charities’ culture are raised by others,
  • Dealing with criticism for taking a position in polarised debates or being unwillingly pulled into a political sphere, and
  • A planned approach to communications and ensuring staff, trustees and others know what is expected.

Who is it relevant to?

  • All charities seeking advice on how best to express themselves to the wider world while managing associated risks.
  • Organisations wanting to know how best to frame their communications on subjects that may be deemed controversial to some.

Meet the speakers

Elizabeth Jones

Farrer & Co Partner, Charity team
Elizabeth advises on the full range of legal issues that affect charities: from large merger and restructuring projects, commercial and trading arrangements, fundraising, documenting major gifts and governance and constitutional issues. 

Elizabeth is currently the Chair of the Charity Law Association and frequently speaks on charity law issues. 

Thomas Rudkin

Farrer & Co Partner, Disputes team
Tom advises not-for-profit clients on all issues relating to their reputation, privacy, confidential information and data. This includes mainstream media coverage, protecting online reputation, and other scenarios that might involve defamation, harassment or misinformation / disinformation.

Joseph Harris

Farrer & Co Associate, Charity Team
Joseph advises charities and not-for-profit organisations on all aspects of their governance, including in relation to their political and campaigning activity. Particular experience includes advising charitable research and policy institutes on the extent to which their proposed activities are consistent with charity law rules concerning political activity.  

Kate Miller

Partner,
DRD Partnership
Kate Miller promotes and protects clients’ reputations at moments of challenge and change in her role at a strategic communications firm. A former lawyer, she has over 20 years’ experience advising corporates, charities, institutions and individuals on critical communication issues with a focus on reputation and crisis management and litigation communications.
Charity webinar series

Doing ‘good’ shouldn't have a downside - getting your ESG strategy right

Join our webinar series to understand the legal risks and excel in your investments, people management and communications.
EXPLORE our webinar SERIES

Our three-part webinar series will provide practical advice in three areas where there has been recent legal or regulatory change, to prevent associated risks escalating.

You’ll hear from our market-leading Charity team, sector specialists from our Financial Services, Employment and Reputation Management teams and external speakers from Cazenove Capital, Maitland Chambers and DRD Partnership (strategic communications).

Invest responsibly: Butler-Sloss, CC14 and beyond

7 November 2023
10.30am – 11.30am
learn more

Protect and manage your people: how to deal with bullying so it doesn’t derail your governance

21 November 2023
10.30am – 11.30am
learn more

Make noise on social media safely: how to be heard and compliant

6 December 2023
10.30am – 11.30am
learn more
Book webinar 1
Webinar 1

Invest responsibly:
Butler-Sloss, CC14 and beyond

Join our webinar to understand how to invest responsibly within the law.
7 November 2023
10.30am – 11.30am

Following the case of Butler-Sloss v The Charity Commission for England and Wales [2022], the Charity Commission has revised and updated its investment guidance. What does this mean for charities with investments and trustees making investment decisions?

This webinar will include what is now possible, and what has changed, including how charities can lawfully take account of climate-related considerations when investing.

We will focus on:

  • What is now possible following the Charity Commission’s new investment guidance and what this means for trustees,
  • Where we are now on responsible investment and investing with an ESG focus, after the Butler-Sloss judgment, and
  • How charities can lawfully take account of climate-related considerations when investing.

Who is it relevant to?

All charities whose trustees invest at least part of the charity’s assets. 

Meet the speakers

James Maloney

James Maloney

Farrer & Co Partner, Charity team
James advises charities, and those who fund, work with charities and regulate them, on the full range of charity law issues. This includes assisting those with large investment portfolios on their duties and powers in relation to investment. He has also written and spoken widely on the issue of investment by charity trustees.
Jessica Reed

Jessica Reed

Farrer & Co Partner, Banking & Financial Services team
Jessica is an experienced financial services and funds lawyer, she has a particular interest in advising large charity clients on charitable fund structures and charity compliance. She regularly assists endowments and foundations with investment matters including negotiation of investment management agreements, drafting of investment policy statements and investment due diligence.
Emily Petersen

Emily Petersen

Portfolio Director and Sustainability Lead, Cazenove Capital
Emily manages investment portfolios for charities, endowments and universities and advises on sustainable investment policy.  She recently co-authored a report on charity investments and net zero - Climate Confident and works with charitable organisations and family offices to align their investment portfolio with their mission and values.
Maxim Cardew

Maxim Cardew

Commercial and Chancery Barrister, Maitland Chambers
Maxim is a commercial and chancery barrister who is known as one of the leading charities juniors at the Bar. He has advised and acted for a wide range of large and small charities, for individual trustees, and for/against the Charity Commission. He appeared as junior counsel for Sarah Butler-Sloss, Mark Sainsbury, and the other successful Claimants in the case of Butler-Sloss v Charity Commission (2022).
Book webinar 2
Webinar 2

Protect and manage your people: how to deal with bullying so it doesn’t derail your governance

Join our webinar to feel empowered with practical policies and procedures.
21 November 2023
10.30am – 11.30am

Organisational culture is increasingly important to charity stakeholders. With an upwards trend of workplace bullying cases, and an increase in anonymous reporting of bullying, how can charities prevent issues arising in the first place, and resolve them swiftly in line with legal obligations when they are reported?

We will focus on:

  • Developing a good workplace culture as part of a broader ESG strategy,
  • Leading from the top: the role of the board in setting organisational culture and adopting suitable policies and procedures,
  • Recognising bullying: what are the main causes?  (Focusing on workplace incivility, stress, abusive behaviours, power dynamics, poor management style, generational differences and personality clashes),
  • Managing tensions and conflicts (informal methods, use of mediation, restorative practice) and managing allegations of bullying behaviour (investigations, performance and disciplinary), and
  • Worst case scenarios: investigations, governance challenges and Charity Commission intervention.

Meet the speakers

Maria Strauss

Maria Strauss

Farrer & Co Partner, Employment Team and Safeguarding Unit
Maria advises charities and not-for-profit organisations on workplace issues and handling very sensitive cases / investigations into alleged misconduct, bullying, harassment or discrimination. She guides HR and senior leaders throughout and carries out "lessons learned" to help clients achieve best practice.

Meet our Speakers

Laetitia Ransley

Laetitia Ransley

Farrer & Co Senior Associate, Charity team
Laetitia specialises in advising charities and not-for-profits on a wide range of governance and constitutional matters. She is experienced in assisting with complex and sensitive issues arising in connection with people management, including engagement with regulators where necessary.

Who is it relevant to?

All charity employees in HR, Board Secretary and Chair of Board positions.
Those developing ESG strategies around people management.
Individuals who want to understand how to manage risk in relation to claims of bullying or a toxic culture.
Those who are looking for a practical guide on how to manage investigations should they arise.
Book webinar 3
Webinar 3

Make noise on social media safely: how to be heard and compliant

Join our webinar to get the social media strategy your charity needs.
6 December 2023
10.30am – 11.30am

Social media and other forms of communication present a wide array of challenges and opportunities to navigate. These are an integral tool for getting charities’ message out there and to reach younger audiences, but there are a range of legal, regulatory and communications considerations that must be taken into account. We will discuss these and provide some strategic thinking to help charities manage today’s fraught environment. Based on recent case studies, we will also focus on the reputational issues that flow when communications go wrong.

We will focus on:

The pro-active approach

  • What charities need to consider when communicating,
  • Use of social media, and
  • What to consider when partnering with an organisation to manage reputational risk.

The reactive approach

  • Steps to take where questions surrounding a charities’ culture are raised by others,
  • Dealing with criticism for taking a position in polarised debates or being unwillingly pulled into a political sphere, and
  • A planned approach to communications and ensuring staff, trustees and others know what is expected.

Who is it relevant to?

All charities seeking advice on how best to express themselves to the wider world while managing associated risks.
Organisations wanting to know how best to frame their communications on subjects that may be deemed controversial to some.

Meet the speakers

Elizabeth Jones

Elizabeth Jones

Farrer & Co Partner, Charity team
Elizabeth advises on the full range of legal issues that affect charities: from large merger and restructuring projects, commercial and trading arrangements, fundraising, documenting major gifts and governance and constitutional issues. 

Elizabeth is currently the Chair of the Charity Law Association and frequently speaks on charity law issues. 
Thomas Rudkin

Thomas Rudkin

Farrer & Co Partner, Disputes team
Tom advises not-for-profit clients on all issues relating to their reputation, privacy, confidential information and data. This includes mainstream media coverage, protecting online reputation, and other scenarios that might involve defamation, harassment or misinformation / disinformation.
Joseph Harris

Joseph Harris

Farrer & Co Associate, Charity team
Joseph advises charities and not-for-profit organisations on all aspects of their governance, including in relation to their political and campaigning activity. Particular experience includes advising charitable research and policy institutes on the extent to which their proposed activities are consistent with charity law rules concerning political activity.  
Kate Miller

Kate Miller

Partner,
DRD Partnership
Kate Miller promotes and protects clients’ reputations at moments of challenge and change in her role at a strategic communications firm. A former lawyer, she has over 20 years’ experience advising corporates, charities, institutions and individuals on critical communication issues with a focus on reputation and crisis management and litigation communications.