Developing a strategy for financial sustainability

9 October 2019

Part of Charity Finance Week

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 - 9.25AM
    Morning coffee & networking
    Morning coffee & networking
  • 9.25AM - 9.30AM
    Welcome address
    Chair: David Locke, finance director, Berkshire Schools Trust
  • 9.30AM - 10.00AM
    Increasing financial literacy - why it’s an essential part of financial strategy
    With 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 - 10.30AM
    Save more, spend more, do more
    How 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 - 10.55AM
    Networking and refreshment break
    Networking and refreshment break
  • 10.55AM - 11.25AM
    Case study
    In 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 - 11.50AM
    Q&A with speakers
    Q&A with speakers
  • 11.50AM - 12.00PM
    Chair’s closing remarks
    Chair: David Locke, finance director, Berkshire Schools Trust

About Charity Finance Week

Charity Finance Week is back and this year's overarching theme will be Accounts and Accountability. 

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.  


For sponsorship and exhibition queries contact Yvette Micallef

For registration queries contact Carys Pugh

For media partnerships and marketing queries contact Kirsty Brown

Terms & Conditions

Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organisers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such Civil Society Media Ltd reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible. Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Refunds on cancellations will only be issued (less a 15% administration charge) up to and including 14 days prior to the event. Refunds will not be issued after this date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).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.