This event is now sold out! To register for the waiting list please email [email protected]
This must-attend event will explore how to achieve a coherent and sustainable finance strategy. Attendees at the seminar will learn about best practice in optimising spending, diversifying income streams and creating a culture of financial literacy. Don’t miss this unique opportunity to hear from leading professionals in finance strategy.
This event is for charities only. This event has limited capacity, register your interest using the link on the right-hand side and a member of our team will confirm your place within 1 week.
09 October 2019
9.00AM - 9.25AMMorning coffee & networkingMorning coffee & networking
9.25AM - 9.30AMWelcome addressChair: David Locke, finance director, Berkshire Schools Trust
9.30AM - 10.00AMIncreasing financial literacy - why it’s an essential part of financial strategyWith more public focus on financial sustainability in charities, and an increasing recognition that finance is a part of every charity leader’s toolkit, good financial literacy is a key element of creating positive change. In this session, Simon Hopkins will explore the relevance of wider financial literacy to creating and delivering a coherent financial strategy. Simon will draw on 35 years’ worth of professional experience from sectors as diverse as financial services to central government. He will share his thoughts on how the finance professional can cultivate financial literacy amongst their colleagues and why long-term financial plans are more likely to succeed as a result.
Simon Hopkins, Director of resources at Blind Veterans UK
10.00AM - 10.30AMSave more, spend more, do moreHow can charities make their investment strategy more effective? Firstly, they can save more by reducing the fees that they are charged by investment managers. And secondly, by taking risk and return into account, charities will be able to optimise their spending and make more money available to carry out their objectives.
Pradeep Kachhala, regional director, Institutional Group, SEI; Alistair Jones, UK advice director, Institutional Advisory, SEI
10.30AM - 10.55AMNetworking and refreshment breakNetworking and refreshment break
10.55AM - 11.25AMCase studyIn this session, Sharon will share her experiences of how Cats Protection has evolved its approach to strategic financial planning. This will include how the charity is working towards better integration of business and financial planning, the steps it has taken to diversify its income streams and the related impact on other strategies such as investments and reserves. The session will also consider the challenges that have arisen and how these have been approached.
Sharon Martin, head of finance, Cats Protection
11.25AM - 11.50AMQ&A with speakersQ&A with speakers
11.50AM - 12.00PMChair’s closing remarksChair: David Locke, finance director, Berkshire Schools Trust
Following a successful launch last year, we will be returning to celebrate excellence in charity ﬁnance practice through a dedicated week of events, content and thought leadership initiatives.
Starting with a reception at the Houses of Parliament and culminating at the Charity Finance Summit, we will be working with charities, academic institutions and key professional service providers to debate and tackle the biggest issues head on.