Agenda

Agenda

The programme has been designed to explore the experiences of high-profile Charity Finance Directors to give you innovative examples of how to organise your charity finance team. The programme will allow you to examine the latest thinking on managing charity income strategy during economic uncertainty and focus on:

  • Comparing strategies to identify and manage external risk factors that could affect charity income
  • Evaluating the relationship between your charity and its auditor to ensure best value and best practice
  • Transparent reporting - examining the latest round of changes to Charity SORP

8:45 - 9:30 Registration and coffee

9:30 - 9:40 Chair’s welcome comments

Jo Rogers. FD & Operations Director, Green Alliance

9:40 - 10:00 Opening Keynote: The DNA of the perfect charity FD

  • Accepting the breadth and depth of today’s multiskilled FD role
  • The shift towards stakeholder engagement and management, communication and strategy
  • Recruitment & retention of the wider finance teams
  • Using professional training, including MBA’s for senior team members 

Martin Halliwell, Finance Director, The British Red Cross

10:00 - 10:30 Case study: great expectations – the evolving requirements of the modern finance team

  • The historical role and remit of the finance team at WWF
  • Moving from reactive to proactive, transactional to strategic and provider to partner
  • The use of technology
  • Utilising the strengths and expertise within the team
  • Implementing a Business Case process
  • Informing and engaging through innovative reporting

Adrian Warburton, Finance Director, WWF UK

10:30 - 11:00 Getting real – the day to day reality of running a charity like a business

  • Where finance fits into the picture: changing culture and providing leadership
  • Finding value-added team members and trustees
  • Implementing effective performance management
  • Incorporating fundraising into your charity’s income model
  • Bringing it all together – scrutinising strategy and business planning

Colin Kerr CA, Financial Director, The Children’s Trust

11:00 - 11:20 Morning refreshments

11:20 - 11:50 The evolving finance function of the future

  • How can today’s Finance Director prepare themselves and their wider team for change, uncertainty and new challenges?
  • The importance of strategic management and forward-thinking
  • Becoming an initiator of change

Pesh Framjee, Global Head of Non-Profits, Crowe

11:50 - 12:30 The ideal relationship – how to work best with your auditor

  • Nurturing a long-term advisory relationship
  • When to change advisors – culture, style, cost
  • Getting the most from the relationship - not solely a focus on cost

Tatiana Doncaster, Finance Director, British Rowing

Ashish Patani, Director, Ashlynwood

12:30 - 13:30 Lunch

13:30-14:00 Getting the most from the Charity Financials Database - Presented by Pesh Framjee, Global Head of Non-Profits, Crowe

Charity Financials database is the only fully interactive online platform containing the latest available financial information on UK charities, key contacts, league tables, benchmarking, plus much more. Pesh will demonstrate how to: 

  • Access the latest and historic financial data on over 5,000 UK charities
  • Use the database for benchmarking and reporting
  • View peer group activity
  • Construct league tables
  • investigate the latest financial trends in the sector

14:00 - 14:30 Charity Salary Spotlight - A focus on remuneration within the third sector, and its impact on financial strategy

No matter what the size of a charity, Financial leaders and FDs need to ensure they are getting the most experience for their available budget and retaining and rewarding the talent within their organisation. Although salary size will vary significantly between small and large charities, which other factors are influencing remuneration and recruitment strategies, and to what extent do FD’s benchmark their own salary against peers in the sector?

  • Resource needs and expectations of small v large charities
  • Finding the best talent for your available budget and utilising your present internal resource
  • Attracting experience from the private sector – benefits and considerations.
  • Retention tactics and motivations to move role
  • Boardroom influence on charity salary levels

Matt Millar, Director, Robertson Bell

Kate Marriot, Business Manager, Robertson Bell

14:30 - 15:10 Adapting investment strategies in uncertain financial times

  • Evaluating the risks and opportunities in the present economic climate
  • Can you afford a higher risk investment strategy and what’s an acceptable level of investment risk for a charity?
  • Managing strategic direction when your board is risk-averse
  • Incorporating alternative and diverse investments
  • Linking an investment strategy to your charity’s moral code

Christopher Querée, Investment Director, Ruffer

Lisa Kiew, Head of Finance and Resources, Quakers in Britain

Martin Miles, Chief Financial Officer, British Heart Foundation

15:10 – 15:30 Afternoon refreshments

15:30 – 16:10 Transparency starts with telling your story well - practical advice on the current SORP and the process for changing it

  • Why transparency matters in the web era
  • Results of the External Scrutiny Study – the impact of the report and its findings
  • The rationale for the new benchmark and our developing regulatory approach
  • Areas where our research shows more is needed in reporting under the SORP
  • The next Exposure Draft of the SORP – current issues and likely timing of a new SORP
  • The new process for developing the SORP and how to engage with it

Nigel Davies, Head of Accountancy Services, The Charity Commission

Joanna Pittman, Chair of the Charity Committee, ICAEW

16:10 - 16:45 Interactive panel session: External risk factors affecting your charity finances and the vital role of the FD:

  • What are your short, medium and long-term concerns for your charity?
  • What are your main concerns: Cyber risk, Brexit, recruitment & retainment and next-generation fundraising challenges (millennials)? 
  • Do the risks vary according to the size of your charity?
  • Is staff retention and recruitment a worry?
  • The legal requirements around planning for risks – Charity Commission guidance
  • The financial cost of managing risk

Moderator: Kevin Thomas, IRM 

Jo Rogers. FD & Operations Director, Green Alliance 

Simon Hopkins. Director of Resources, Blind Veterans

Tatiana Doncaster, Finance Director, British Rowing

16:45 - 17:00 Chairs closing comments

17:00 Networking drinks reception

Agenda
8:45 - 9:30  Registration and coffee
9:30 - 9:40  Chair's welcome comments

Jo Rogers. FD & Operations Director, Green Alliance

9:40 - 10:00  Opening Keynote: The DNA of the perfect charity FD
  • Accepting the breadth and depth of today’s multiskilled FD role
  • The shift towards stakeholder engagement and management, communication and strategy
  • Recruitment & retention of the wider finance teams
  • Using professional training, including MBA’s for senior team members 

Martin Halliwell, Finance Director, The British Red Cross

10:00 - 10:30  Case study: great expectations – the evolving requirements of the modern finance team
  • The historical role and remit of the finance team at WWF
  • Moving from reactive to proactive, transactional to strategic and provider to partner
  • The use of technology
  • Utilising the strengths and expertise within the team
  • Implementing a Business Case process
  • Informing and engaging through innovative reporting

Adrian Warburton, Finance Director, WWF UK

10:30 - 11:00  Getting real – the day to day reality of running a charity like a business
  • Where finance fits into the picture: changing culture and providing leadership
  • Finding value-added team members and trustees
  • Implementing effective performance management
  • Incorporating fundraising into your charity’s income model
  • Bringing it all together – scrutinising strategy and business planning

Colin Kerr CA, Financial Director, The Children’s Trust

11:00 - 11:20  Morning refreshments
11:20 - 11:50 The evolving finance function of the future
  • How can today’s Finance Director prepare themselves and their wider team for change, uncertainty and new challenges?
  • The importance of strategic management and forward-thinking
  • Becoming an initiator of change

Pesh Framjee, Global Head of Non-Profits, Crowe

11:50 - 12:30  "It's not me, it's you" - when is it time to leave your auditor?
  • Nurturing a long-term advisory relationship
  • When to change advisors – culture, style, cost
  • Getting the most from the relationship - not solely a focus on cost

Tatiana Doncaster, Finance Director, The British Cardiovascular Society

12:30 - 14:00  Lunch
14:00 - 14:50  Transparency starts with telling your story well - practical advice on the current SORP and the process for changing it
  • Why transparency matters in the web era
  • Results of the External Scrutiny Study – the impact of the report and its findings
  • The rationale for the new benchmark and our developing regulatory approach
  • Areas where our research shows more is needed in reporting under the SORP
  • The next Exposure Draft of the SORP – current issues and likely timing of a new SORP
  • The new process for developing the SORP and how to engage with it

Nigel Davies, Head of Accountancy Services, The Charity Commission

Joanna Pittman, Chair of the Charity Committee, ICAEW

14:50 - 15:20  Adapting investment strategies in uncertain financial times
  • Evaluating the risks and opportunities in the present economic climate
  • Can you afford a higher risk investment strategy and what’s an acceptable level of investment risk for a charity?
  • Managing strategic direction when your board is risk-averse
  • Incorporating alternative and diverse investments
  • Linking an investment strategy to your charity’s moral code

Christopher Querée, Investment Director, Ruffer

Lisa Kiew, Head of Finance and Resources, Quakers in Britain

Martin Miles, Chief Financial Officer, British Heart Foundation

15:20 - 15:40  Afternoon refreshments
 
15:40 - 16:10  Charity Salary Spotlight - A focus on renumeration within the third sector, and its impact on financial strategy

No matter what the size of a charity, Financial leaders and FDs need to ensure they are getting the most experience for their available budget. Although salary size will vary significantly between small and large charities, and location will have an impact, we will ask charity FDs to consider which factors are influencing their renumeration and recruitment strategy, and to what extent they benchmarked their own salary against peers in the sector. 

  • Resource needs and expectations of small v large charities
  • Location, location: how much of an impact on salary levels?
  • Finding the best talent for your available budget and utilising your present internal resource
  • Attracting experience from the private sector – benefits and considerations.

Speaker TBC

16:10 - 16:45  Interactive panel session: External risk factors affecting your charity finances and the vital role of the FD:
  • What are your short, medium and long-term concerns for your charity?
  • What are your main concerns: Cyber risk, Brexit, recruitment & retainment and next-generation fundraising challenges (millennials)? 
  • Do the risks vary according to the size of your charity?
  • Is staff retention and recruitment a worry?
  • The legal requirements around planning for risks – Charity Commission guidance
  • The financial cost of managing risk

Moderator: Kevin Thomas, IRM 

Jo Rogers. FD & Operations Director, Green Alliance 

Simon Hopkins. Director of Resources, Blind Veterans

Tatiana Doncaster, Finance Director, British Cardiovascular Society

16:45 - 17:00  Chairs closing comments
17:00  Networking drinks reception

 

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