TBE South West Charity Conference & Expo 2025

The 7th annual TBE South West Charity Conference & Expo is returning to Bath Racecourse on Thursday 5th June 2025.

The day is being brought to you in partnership with founding sponsor Milsted Langdon and new supporter for 2025 – Salocin Group and its brands Wood for Trees and Join the Dots.

The theme of the day is ‘Community’ with the aim of bringing everyone together to discuss how we can support our Third Sector now. We’ll look at what fundraising activities are trending, learn from past high-profile activities, and look at what tools are available to drive engagement.

Expect 500+ attendees, 100+ breakfast delegates and 50+ exhibitor stands. As word has spread about our unique event, we’re attracting attendees from across the country, showcasing the South West as a true leader in the Third Sector.

Networking Breakfast & Panel Discussion 8:30-10am

The day will begin with a networking breakfast at 8:30am where our sponsors and guest speakers will host a lively panel discussion on the current state of the sector. The panel session will embrace the ‘community’ theme. Guest speakers include:

• Becky Brooks, 3SG (Bath & North East Somerset’s Third Sector Group)
• Tim Lerwill, Head of Charities & Not for Profit, Milsted Langdon
• J Cromack, Chief Revenue Officer at Wood for Trees, part of Salocin Group
• Laurie Trounce, Head of Charity Law, Stephens Scown

TBE’s Anita Jaynes will be chairing the session guided by questions from the audience.

This will be a sit-down breakfast with tables arranged to introduce you to new and relevant people.

Tickets are priced at £30+VAT

Expo 10am-1pm

The expo is free to attend for delegates, but registration is essential (register your attendance below).

Charities and businesses are invited to exhibit on the day. As an exhibitor you receive:

• A table – 6ft x 2ft
• A white tablecloth
• 1 chair

There is space for a pop-up banner, marketing literature on the tables and an iPad/tablet.

Charity expo stands: £90+VAT

Business expo stands: £180+VAT

Charity stand with two breakfast tickets: £140+VAT

Business stand with two breakfast tickets: £240+VAT

Networking lunch sponsored by Stephens Scown 1pm-1:45pm

There will be a networking lunch for all exhibitors and delegates before the conference begins. The lunch is being catered by local Not-For-Profit, Bath Community Kitchen. Tickets are priced at £7 and include soup, a Landrace Bakery roll and the networking session.

Conference 2pm-4pm

The conference is free to attend but registration is essential. Speaker sessions include:

Community Engagement: Building Campaigns that Make Change Happen with Deborah Hale MBE 

We are delighted to announce Deborah Hale MBE as headline speaker.

Deborah has over 30 years’ experience in stakeholder engagement, campaign development and major events. Her roles have included Director of International Marketing for London and Producer of the 2012 Olympic and Paralympic Torch Relays, in charge of what would become one of the UK’s largest public engagement campaigns. She was awarded an MBE in 2013. From London 2012, she moved to Facebook as Marketing Director for Europe, Middle East and Africa. Now an independent consultant, she has worked with numerous commercial and not for profit organisations including the Design Council,  BBC Children in Need, and the Global Goals campaign. Locally she is a trustee for Voices for Life.

Building Bridges Across Generations: Empowering Communities Through Connection with Alastair Greener, Generationally Speaking
Charities serve people from every generation from babies to centenarians. They work with donors, volunteers and trustees of all ages. But how well do we truly connect across the eight generations alive today. In this insightful keynote based on his own research, generational communication expert Alastair Greener will debunk some generational myths and share practical tools to help you engage across age groups – internally and in the communities where you work. This talk will give you a fresh perspective on how to build truly inclusive intergenerational connections.

Driving campaign success with data-driven insights – How Air Ambulance Charity Kent Surrey Sussex raised almost £2m in seven weeks with Jodie Hanrahan, Head of Media Planning at Join the Dots, part of the Salocin Group 

What happens when you’re given just three months to raise £1 million for a life-saving cause? You turn to data to deliver record-breaking and award-winning results…

In this engaging session, Senior Media Account Director, Jodie Hanrahan from Join the Dots, part of Salocin Group, will share how data-driven insights and a multi-channel strategy were used to inspire meaningful community engagement and deliver nearly double Air Ambulance Charity Kent Surrey Sussex’s appeal target – reaching nearly £2 million in just seven weeks.

Through the lens of the high-impact ‘Buy it for Life’ campaign, Jodie will explore:

• Audience targeting: How data insights shaped messaging and donor engagement
• Multi-channel approach: The powerful combination of direct mail, radio, social media, door drops and email to maximise impact
• Creative and media integration: Aligning strategy across channels to boost reach and response
• Geographical and demographic targeting: Engaging both new and existing donors effectively
• Measuring success: Insights on new donor acquisition, increased donation volumes and key learnings for future campaigns

This session is aimed at mid-to-senior fundraisers looking to leverage data to optimise fundraising campaigns, enhance supporter engagement and achieve record-breaking results.

Soft opt-in unlocked: A new era for charity email engagement with Wood for Trees

Email is one of the most powerful tools in a charity’s supporter engagement strategy – but its potential has been limited, until now. In this session, J Cromack, Chief Revenue Officer at Wood for Trees, part of Salocin Group, will unpack the reinstated charity soft opt-in clause in the Data (Use & Access) Bill – what it means, why it matters and how charities can prepare to unlock the £290m additional fundraising income opportunity it offers the sector.

Drawing on insights from 13m+ supporters across 20+ charities, J will explain how (ethically) scaling email communications can drive income, loyalty and retention – without compromising trust. With commercial lessons, compliance guidance and practical next steps, this session will equip you to future-proof your email marketing strategy.

The relationship between executive and board of trustees and charity culture with Stephens Scown 

Stephens Scown’s Olivia Miller from the Corporate team and Mark Roby, Employment Law specialist will discuss the ‘The relationship between executive and board of trustees and charity culture’.

Collaboration and Professional Advice with Milsted Langdon– the financial topics you need to know  

Charities and not-for-profits operate in a unique and ever-evolving landscape and staying informed is essential. Milsted Langdon’s Head of Charity and Not for Profit Tim Lerwill will walk you through the current topics you should be discussing with your professional advisors.

From navigating rising staff costs and streamlining accounting processes, to record-keeping best practices and planning for new building projects, Tim will bring real-life examples of current challenges and opportunities facing the third sector today.

You’ll leave with actionable insights and a better understanding of how to collaborate more effectively with your advisors to support good governance, financial health, and organisational impact.

Don’t miss this opportunity to get up to speed on what matters most for your organisation, and to ask the questions that count.

To find out more about TBE South West Charity Conference & Expo 2025 and to get involved, please email: press@tbesw.co.uk

The TBE South West Charity Conference & Expo 2025 is delivered in partnership with Milsted Langdon and Salocin Group. 

PLEASE BOOK ON TO THE VARIOUS ELEMENTS OF THE DAY USING THE FORM BELOW.