Morning
09.30 - 09.35 Welcome and housekeeping
  Suzanne Watts, Senior Events Producer, Wilmington PLC
09.35 - 09.40 Morning Chair introduction
  Dhivya O’Connor from The Charity CEO Podcast 
09.40 - 10.20 Opening Keynote: Leading a charity during a year of change
 

Martin gives his personal insight into the realities of being a Finance Director of a major charity through the last year of unprecedented challenge, both for his organisation and the wider sector.

Martin Miles, CFO, British Heart Foundation

  5-minute break
10.25 - 11.05 Responding to change: How Covid19 influenced the strategy of UK Charities
 

We speak to leaders from UK charities who have had to adapt to the ever-changing financial landscape of 2020 and hear their advice on: 

  • How to make your charity’s strategy agile, innovative, and financially resilient
  • Getting the board onside when suddenly changing strategic direction  
  • Adapting your fundraising strategy for a remote and virtual audience
  •  Successfully managing a massive upturn in demand for your charities’ services

Includes Q&A

  • Sue Hall, Finance Director, Historic Royal Palaces
  • Catherine Woodhead, CEO, Muscular Dystrophy UK
  • Craig Duncan, Chief Operating Officer, Hospice UK
  15-minute break
11.20 - 12.00 Unifying leadership during a crisis: Uniting the strategy of the board, CEO, and finance function
 

When a crisis hits, the differing voices and opinions across your charity may threaten to split the strategic direction and aims of your cause. Charity leaders will offer their advice on how to:

  • Direct your charity onto a unified path during a year of challenges 
  • Prepare your senior team for recovery and progress into 2021 
  • Redirect your charity strategy towards a more positive financial position 

Includes Q&A

  • Nigel John Armitt, Finance and Business Advisor to the Board, Amnesty International
  • Simon Hopkins, Director of Resources, Blind Veterans UK
  5-minute break
12.05 - 12.40 Will your charity “Build Back Better” – How to be a strategic winner after the COVID-19 era
 
  • What has your charity really changed over the last year? 
  • Exposing weaknesses and stress points
  • Moving from survival mode to a future-planning mindset
  • Technological progress and key business areas to focus on
  • Coming back stronger in 2021 - opportunities and risks in the coming year
Pesh Framjee, Global Head of Non-Profits, Crowe
  5-minute break 
12.45 - 13.15 How should charities invest in a post-pandemic world of low interest rates and ESG investing?
 
  • The pandemic accelerated the Digital and Green revolutions. They will remain as essential drivers of the new world. 
  • How much bounce back will there be? What happens to offices and the High Street?
  • What will donors expect charities to do to respond to environmental, social and governance issues?
  •  Why an Endowment model still makes sense for any charity planning for the future.
  • The idea of sustainable income in low interest rate markets.

    John Redwood, Chief Global Strategist, Charles Stanley
  1-hour lunch break
Afternoon
14.15 - 14.25 Welcome from afternoon chair, and a quick recap of the morning’s key takeaways
14.25 - 14.50 Using data to benchmark your charity and inform future strategy
 

After a year of unprecedented upheaval, we analyse how CEOs ad FDs can compare their organisation with others across the charity sector, and in doing so, better direct their way forward after the pandemic. 

Mark Pincher, Data Analyst, Charity Financials at Wilmington Charities

  5-minute break
14.55 - 15.25 Embracing change: keeping your finance function agile, innovative, and legally compliant
 

We ask a Finance Director to consider and list the key issues that finance teams need to focus on right now, as well as tips on how to lead a team through a long-term crisis. 

Liam Heffernan, Finance Director, The Brain Tumour Charity

  15-minute break
15.40 - 16.10  Risk and opportunity during unusual times 
 

In this session, we look at what level of risk a charity should include in its investments – when the level of uncertainty is high.
We ask a Chief Executive who has joined his charity during the pandemic, for his viewpoint.  

Patrick Fleming, Chief Executive, Jubilee Sailing Trust 

  5-minute break 
16.15 - 16.45 Panel Discussion: Inspirational Leadership and looking to the future 
 

“If you can keep your head when all about you are losing theirs, and blaming it on you”  
Never before has clear stable leadership been more needed in charities – but an important element of the role is being able to inspire, stay positive and guide the team towards a brighter future. As we move out of the pandemic year and into 2021, we ask a panel of charity leaders: 

  • How they have remained positive during the crisis 
  • What personal impact the crisis has had on their work/life balance
  • How their charity has managed wellbeing
  • What they predict for the charity sector in 2021 – and how these changes will affect their role

Rachel Billsberry-Grass, Chief Executive, Wessex Cancer Trust 
Kate Bratt-Farrer, CEO, Heart Research UK
Anna Perry, Chief Executive, Great Western Air Ambulance Charity 

16.45 - 16.55 Closing keynote & summary of the day
  Adrian Warburton, Director of Finance, WWF-UK
16.55 - 17.00 Thank you and goodbye
 

Suzanne Watts, Senior Events Producer, Wilmington PLC 

Close of conference