Diane Sim is a freelance consultant specialising in research-based projects in financial and professional services. For Charity Finance magazine she has authored the recent annual surveys on banking, fund management, charity shops and the finance function and is currently working on the annual audit survey.
Sim formerly headed up the retail banking and wealth management division of VRL Knowledgebank, where she was responsible for the company's newsletters, websites, management reports and conferences in those segments. She has also edited newsletters in the financial services sector including European Banker, Cards International and Retail Banker International.
She has also worked as a consultant on research-based strategy projects for UK and international financial services clients, both at Davis International Banking Consultants (1994-2001) and Coopers and Lybrand (1989-1994).
Is this profile up-to-date? If not, please let us know at email@example.com
An analysis of the charities that make up the Charity 250 Index has revealed that the minimum income requirement to be included in this group has increased by 30 per cent over the last year, from £12.5m to £16.8m.
Five new entrants and five exits, but still no change in the top tier in this year’s review of the Charity 100 Index, reports Diane Sim.
The charity audit survey is a long-established annual review of the charity audit scene identifying the strengths and weaknesses of accountancy firms in this field and allowing charities to assess their auditor’s services and fees against those reported by hundreds of other organisations.
The percentage of charities which would recommend their accounting software supplier to another charity is at an all-time high of 78 per cent, in this year's Charity Accounting Software Survey. Yet for small charities, those with turnover of less than £1m, the rate is just 56 per cent. Diane Sim reports.
With competition heating up in the CRM market, charities are nearly spoilt for choice. Diane Sim presents the findings of the fifth annual Charity CRM Software Survey.
Now in its seventeenth year, Charity Finance’s annual review of the charity audit market and related reporting issues is based on data from 1,097 charities with collective annual income of £20.3bn and audit fees of £22.2m.
From customer satisfaction levels to the increased demand for integration with other systems, Diane Sim presents the findings of the fourth annual Charity CRM Software Survey at a time when the market is thriving.
The world looks like a happy place for charity shops, as the Charity Finance Charity Shops Survey 2010 shows income up, profits rising and optimism for growth. Celina Ribeiro and Diane Sim take a look at the top trends.